Mutual funds advisory launch

Mutual funds advisory

Mutual funds advisory launch

Good advice is hard to come by. We understand this and we have been working on creating a framework through which we can combine machine & human intelligence to provide the best in class financial advice to our customers.

The outcome of the hard work of the past 6 months is our Smart Advisory plan which comes with numerous benefits for the subscribers, as mentioned below.

Benefits of Mutual funds Advisory Plan

  1. Direct Plans

You can save 1%-1.5% by choosing direct plans. We are a direct plan only platform we do not earn any commission from any Mutual Fund company. Our focus is on what is best for our clients.

  1. Portfolio Selection

We will select the best funds for your portfolio according to your requirements. We choose funds after thorough research on the fund’s consistent performance. We do not select funds on their short-term performance as long term consistent performance is of utmost importance.

  1. Portfolio Review

We will review your current portfolio and give suggestions like which funds to continue, which to switch or sell and which new funds to buy, keeping in mind the tax & exit load issues. We will guide you on your new fund purchases.

There will be a half yearly review of the portfolio too which will help you to optimize your returns.

  1. Risk Profiling

We will do your risk profiling to achieve optimum asset allocation for you.

  1. Dedicated Customer Relationship Manager

You will get a dedicated relationship manager who will help you regarding all the operational issues.

  1. Free Cancellation

If you are not happy with our services, you can cancel anytime. Get full refund if cancelled within 30 days. Post 30 days monthly pro-rata charges will be deducted and remaining amount will be refunded.

        7. Pricing

All the above benefits are available at the simple and transparent yearly price of:

Mutual funds advisory

#Early bird discount of 30% on the first year fee.

*The annual fee rate of 0.25% of your portfolio will be deducted in four quarterly installments.

To subscribe to the online mutual funds advisory plan, update the app to the latest version, go to Accounts>Investment Advisory>Subscribe.

New to Mutual Funds? Learn more about basics of mutual funds.

Visit our website to know more about WealthTrust. Do read our blogs on Mutual funds.

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