Mutual Fund At A Glance
Investors can choose from a plethora of distributors and Financial Planners. However, an investor is invariably unsure if the advisor or planner will recommend a product purely on its risk and returns potential, or get swayed by "extra" commissions and "extra incentive". Investing though mutual fund advisor KeyEarn Financial Services is altogether different. We do not pile on a product to a potential client. On the contrary, we will recommend a cluster of funds that fit in the investor's risk appetite and is most likely to meet the desired financial objectives. And we assist the prospective investor chose what's best for him or her. This is how we create an informed investor. This "education of sorts" goes a long way in wealth creation. Our primary focus remains the "investor" and investors financial goals and risk appetite. Several prospects have contacted us with a vague idea of investments. We started their investment journey after carefully assessing their risk appetite. we defined their financial goals and structured investments to meet those financial objectives. As a result, we have several testimonials where investors started off by investing a few thousand every months and today have portfolios running in multiple of lacs.
As Mutual Fund advisor we have mastered wealth creation through systematic investment route. For more information, feel free to contact us.
Every individual wants to save money and grow wealth, However, no one wants too much of risk but they also look at and maximising returns. If lowering risk and maximising returns is the criterion then mutual funds seem the logical way forward. The mutual fund is a professionally managed investment mechanism. Investments are managed by professional fund managers, supported by well qualified and experienced research team. A fund manager not only takes well-informed decisions but also exercise aggressive decisions on entry and exit from a particular security or Industry. A retail investor can only pick a few stocks but a good fund can invest in excess of 100 stocks. And bring the number down as the market conditions change. A retail investor cannot have a low-risk portfolio of balanced funds yet beat inflation but a good balanced fund has been doing this for several years.
Mutual Funds are highly regulated. Expense ratio, AMC fees, distribution commission is well defined and pro investors. Presence of a proactive regulator (Securities and exchange board of India) gives additional security to retail investors. This is, unfortunately missing in some other asset classes such as real estate. SEBI ensures Mutual Funds provide full transparency, NAV's are declared on a daily basis. This provides immense transparency and it is this transparency that is a prominent feature of any Mutual Fund.
We will assist you in selecting schemes for investments in various debt and equity Funds. We will identify your financial goals and recommends Systematic Investment Plans and other investments to achieve those financial goals. We can do a portfolio health check and identify non-performing funds in your existing portfolio. We shall recommend weeding out of non-performing funds from your portfolio. We can build a regular stream of cash inflows by investment in various dividend schemes and also through SWP (Systematic Withdrawal Plans). Post investments, we shall monitor your portfolio at regular intervals and suggest suitable course correction.