Mutual Funds Portfolio
We provide you non-discretionary mutual fund portfolio services with solid way to invest. In this program you can closely work with us. You may aces from any part of the world. You can easily look at the different features of mutual funds and this will help you to understand an asset allocation model those you are comfortable with.
You may have built their portfolio a mix of ELSS plans, equity funds and debt funds from five to six fund houses made primarily through agents. They help you fill the separate application forms for each distinct AMC and submit the same to the concerned Mutual Funds office. Keeping track of the paperwork for all these investments can be an onerous task. Besides, all mutual fund houses allow investors to view their accounts online, but one needs to log on to individual sites to do this. So, what's the alternative?
Wouldn't it be convenient if one could consolidate all mutual fund holdings in one account?
Indeed Yes, this is possible through us.
We review of your existing mutual fund portfolio, if any, we help you to design a customized Mutual Fund (MF) investment portfolio based on your Goals & Risk profile. Based on your investment objectives, amount of investment, mode of investment, goals and special requirements we make your investment plan. This will include details of the MF schemes, recommended amount & mode of investment and performance history of the recommended funds.