MF portfolio check
is our online service that we provide to any existing Mutual Fund investor who has exposure to Mutual Funds but wants to get his portfolio thoroughly checked by an expert.
Here, we ask you to fill up a basic form to help us capture your profile. You then have to give details of your existing Mutual Funds portfolio.
After getting your details, our team of experts do a thorough analysis of your MF portfolio on both risk & returns parameter & then we comment on the feasibility of each of the scheme in your portfolio. We also suggest alternative schemes so as to design a well rounded, MF Portfolio especially catering to your needs.
This entire process takes place online via exchange of mails.
Off course, it goes without saying that we charge a nominal fee for our advisory service of a mere Rs. 2,500 per portfolio.
You can choose to transact via us or alternatively just take our advice and do your mutual fund transactions with your neighbourhood distributor.
If you wish to avail this service, kindly fill in the form below: