Direct Plan Investment Management
(Different from Investment advice and Management)
Mutual funds or Portfolio Management Services of stocks under Direct plans.
Direct plans are zero commission and low-cost plans offered by mutual funds and PMS providers
which removes the conflict of interest from the products advised.
Direct Plan Investment Management
(Different from Investment advice and Management)
In this service we provide you complete management of investments in Mutual funds or Portfolio Management Services of stocks under Direct plans.
Direct plans are zero commission and low-cost plans offered by mutual funds and PMS providers which removes the conflict of interest from the products advised.
The service includes the following
Creating an investment plan as per your financial goals and Risk profile
Initiating investment transactions through MFU with prior approvals
Managing all transactions of direct mutual funds
Quarterly / Half yearly investment portfolio reviews
Sending monthly portfolio statements
Annual Rebalancing of assets
Setting up free online Mutual funds investment account with MFU (Mutual funds utility)
Complete check on the uniformity of data in terms of mode of holding, bank & nomination
Quarterly capital gains report for paying advance tax wherever applicable
Annual transactions / Capital gains and holding statement for filing returns
Any advice needed related to investments managed anytime
Networth calculation and Analysis
direct plan investments and transactions so you can focus on your job/ business.
Managing all transactions of direct mutual funds
Quarterly / Half yearly investment portfolio reviews
The service includes the following
Creating an investment plan as per your financial goals and Risk profile
Initiating investment transactions through MFU with prior approvals
Managing all transactions of direct mutual funds
Quarterly / Half yearly investment portfolio reviews
Sending monthly portfolio statements
Annual Rebalancing of assets
Setting up free online Mutual funds investment account with MFU (Mutual funds utility)
Complete check on the uniformity of data in terms of mode of holding, bank & nomination
Quarterly capital gains report for paying advance tax wherever applicable
Annual transactions / Capital gains and holding statement for filing returns
Any advice needed related to investments managed anytime
Networth calculation and Analysis
Our operations team in coordination with your Associate planner handles your direct plan investments and transactions so you can focus on your job/ business.
Managing all transactions of direct mutual funds
Quarterly / Half yearly investment portfolio reviews
Disclaimers
- Fees will be charged as per SEBI regulations and will depend on the complexity of the financial plan and services selected by the clients
- Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
- Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors
Fees
We are fee only planners and earn only through our fees. We charge a decreasing % of fee on increasing asset values.
The fees start at 1% of the assets for assets less than Rs. 25 lakhs decreasing to 0.50% on assets above Rs. 2 crores.
