Though they are the most reliable and smart way to invest your money, Mutual Fund investments are subject to market risk, on the other hand. They may very well deliver loss or may not deliver expected return for your capital. That is why you must need each information, consistent monitoring and regular balancing of your funds and their portfolio, if you don't want to see the bitter side of your investments.
Due to being an open economy, our markets have been very complex in nature. Every time they behave in quite unfamiliar manner depending on various domestic and global factors. Under such circumstances the traditional methods of asset allocation or put & forget theories do not work properly. Serious investments require effective and innovative strategies too, these days. Proper management and sound strategies can not only moderate the inherent risk but can also optimize your real returns.
Indian Mutual Fund industry has more then forty fund houses while several are waiting for legal approval. They offer thousands of schemes consisting of different asset classes like equity, debt, commodity, metal or real estate. The performance of these assets depend on many natural, economic and socio-political reasons. Returns also depend on the means & methods adopted by fund houses and managers. While legal and regulatory framework too has its impact on our net profit. Development of a sound strategy and its management require sufficient expertise and dedication under such conditions. Here comes the role of a competent advisor who develops and manages strategy according to individual risk appetite and financial goals. So never avoid the help of a professional advisor when you have invested or going to invest in mutual funds.
If you have a dedicated and efficient advisor then you are lucky enough. But if you don't have one, we are here with all expertize and focus to fill the gap. We develop, monitor and evaluate strategies according to your financial goals and risk taking capacity. You give us your perception about future and we give you a Mutual Fund portfolio for that. If you are looking for ease with Mutual Fund investments, avail our services. We offer paid 'Management Services' and free 'Information Services' according to your convenience and requirement.
MANAGEMENT SERVICES
Who Should Avail :
- If you have invested in portfolio of five or more Mutual Fund schemes. Or
- You want to invest in Mutual Funds for some time bond financial goal.
These services are not meant for those investors who put their money in only 2 or 3 schemes. Such investors should opt for our free of cost 'Information Services'.
Details :
- Asset allocation and diversification is the essence of these services. We take few inputs from your current investments, budget and financial goals. We access your actual risk profile and design a Mutual Fund Portfolio. We adopt various strategies for different market conditions.
- We monitor the performance of your portfolio and its relevance with prevailing market conditions. We re-balance your portfolio whenever needed and evaluate the strategy we are working on. The goal of these services is "Your Financial Goal" so we always keep flexibility in our strategies.
Fee : 1% of average Portfolio Value per year.
INFORMATION SERVICES
Who Should Avail:
- Anyone who has his investment in mutual funds can opt for these services. But these services are more suitable for those investors who need useful information and updates on the schemes they have invested in. If you keep your investment concentrated in maximum of 3 schemes, you should opt for these services.
Details :
- We send every important information, updates and Buy-Hold-Exit recommendations periodically.
Fee : These services are currently FREE. Register your folio with us.
Email us while mentioning 'Investor' in title. professional.advisors@rediffmail.com