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Wealth Management 17 February 2026 · By Dwipa Shah

Why Exit Strategy Matters as Much as Entry in Investing

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Ever wondered why your best investments disappear first?

You didn’t sell the wrong asset.

You sold the wrong units.

Most investors unknowingly let their lowest-cost, highest-quality capital exit first, regret it years later.

A shift in EXIT sequencing can enable.

- Profits without destroying your best capital.

- Low cost units invested for compounding.

- Selling high cost units for tactical exits.

Selling stocks, ETFs or mutual funds in India, follow FIFO.

First In. First Out.

Your broker shows an average buy price.

But exits don’t follow averages.

It happens at unit level based on when you bought them.

A real example (Silver ETF)

Assume an investor accumulated Nippon India Silver ETF over time:

Mar 2022: ₹1 lakh at ₹65 → 1,538 units

Jul 2025: ₹1 lakh at ₹130 → 769 units

Dec 2025: ₹1 lakh at ₹165 → 606 units

Total investment: ₹3 lakh

Total units = 2,913

Dashboard average price: ~₹120

Today, silver trades at ₹245.

The investor decides to sell ₹1 lakh worth.

Sounds simple?

What actually gets sold

Because of FIFO:

➡️ Units bought at ₹65 exit first

➡️ Not the recent ₹130 or ₹165 units

➡️ Result: the best compounding capital leaves the portfolio first

This is where investors quietly let go best opportunity of a lifetime.

Not because the asset failed.

But because sequencing failed.

A smarter way to sequence exits

This isn’t a loophole.

This is execution discipline.

Separate low cost legacy units from high cost recent units before selling.

How it works?

Maintain two demat accounts under the same PAN

(preferably under the same depository)

Transfer units off-market from Demat A → Demat B

Transfers also follow FIFO

Older, lower-cost units move out first

Now sell from the account holding higher-cost units

Result.

High-price units used for fortuitous gains / tactical exits

Low-cost units preserved for long-term compounding

Your strongest capital stays invested the longest

Best part, holding period and cost remain unchanged

only small DP charges apply for transfers

Why this matters

Most investors obsess over

❌ Entry price

❌ NAV

❌ Buying the dip

Very few plan:

✅ Which units should exit first

✅ Which units deserve to compound the longest

✅ How execution shapes long-term wealth

Originally published on LinkedIn

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