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FAQ’s

As a mutual fund investor, what additional value can you offer me?

As a mutual fund investor, it’s essential to ensure your portfolio remains robust and aligned with your financial goals.

For the past two decades, mutual fund investments have been a cornerstone for many investors. To optimize your portfolio, consider these critical questions:

Is my portfolio delivering optimized returns in line with market fundamentals?
Are there any high-risk mutual funds in my portfolio that could impact overall valuation?
Am I continuing investments in any low-rated funds without proper review?

I‘m not convinced about investing in mutual funds. I feel safer with fixed deposits, real estate, and gold investments. Why should I consider mutual funds?

Continue with your investments in fixed deposits, real estate, and gold. However, take a closer look at your savings.

If you have any spare amount each month, consider investing in mutual funds through a Systematic Investment Plan (SIP).

Over a last 20 year period, MF’s have delivered better yearly returns than Gold, Real estate.

Book a Free 30 Min appointment to discuss more.

I am completely new to mutual funds. How do I start investing?

Don’t worry. I was also new when I started investing 20 years ago. At that time, knowledge and resources were scarce, and technology was limited.

Today, you have everything at your disposal, including a strong Indian economy.

You are in safe hands.

Book a free 30-minute appointment with me, and we can discuss the process of investing in mutual funds.

Do you only deal with mutual fund distribution, or do you offer other investment options as well?

I am certified in mutual fund distribution, authorized by my AMFI certifications to:

a. Advise clients on mutual fund investments, understanding their requirements and risk.

b. Fully comprehend the nuances of mutual fund investments.

In addition to this, based on my 15 years of personal experience in the investment field, I can also recommend various other alternatives such as PPF, gold bonds, NPS etc.

Read my article, which details the various investment avenues currently available for retail investors.

What are your fees?

Like any financial instrument such as insurance, I am compensated by the mutual fund house, not by the client.

The payments made by mutual fund houses are stringently regulated by AMFI, ensuring no undue promotions are offered to distributors to sell specific schemes.

You might be concerned that I will only promote schemes with higher payouts or commissions. However, this is unlikely to happen. When suggesting mutual funds for investment, I will provide at least three alternatives based on a clear rationale. The rationale, grounded in technical parameters, will be thoroughly explained to you, enabling you to make an informed choice.

How do you suggest mutual funds ?

3 important parameters shall be looked to while suggesting MF’s.

Risk assessment of client [ ability and willingness ] to withstand market variations.
Investment expectations.
Time Horizon.

Book a free 30 min sessions to discuss on process my selection.

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