If with simple approach, one can aim for 12% post tax return, why settle for 5.5% in FDs


Bharosa Advisor is a SEBI Registered Investment Advisor (License - INA00004657). We offer un-biased and quality advisory that helps you make more

Value Created
Rs. 27.72 Cr
On
Rs. 477.9 Cr

Bharosa Simple Approach

Mutual Fund Sahi Hai


Do you know that that Equity Mutual funds have given around 15% annualised return over the last 10 years.


If you had invested 60% of your money in Reliance Growth Equity Fund and 40% in Reliance Income fund on any day between Jan 1 2001 to Sep 1 2007 & redeemed your holding after 10 years, you would have got


Max return of 32.4% CAGR on investment

Min return of 10.2% CAGR on investment


If you have a long term horizon (10 years+), we recommend min allocation of 60% to equity MFs

Learn More


You are invited to Join our Financial Wellness Group on WhatsApp. Here is the link to join

https://chat.whatsapp.com/D6y0aGjaubUGIp3jkmFXTF

Open the above link in your mobile to join the WhatsApp group directly.


Bharosa Alpha Advisory Advantage

Make 5.8% More *


The Bharosa Alpha Advisory Advantage number is calculated by looking at the difference between the performance of the Bharosa advised portfolio over the actual investors portfolios that were created before they started investing through Bharosa.

We arrived at a number after carefully analysing the performance of 1000 + Portfolios amounting to a total of 477.9 Crs of AUA from a period of 29th May 2016 to 29th May 2017.




Bharosa Bionic Advisory

Human Intelligence | Quantitative Algorithm | Affordable 

Why should you buy the Bharosa advisory package?


Mutual funds have created tremendous wealth for people who have used them in the right manner. Bharosa will hand hold you whether you are a new mutual fund investor or already have a portfolio and looking for great advice.


If your advisor is not giving you direct plans, you are losing a-lot to commissions and possibly getting biased advise.

(Most banks and online platforms are brokers and not advisors)


What you get ? 


- Researched Mutual fund guide 

- Personalized portfolio insights & action – plan 

- Assisted portfolio clean up by migration to direct and high performing funds

- Portfolio monitoring

- One glance view of all the holdings across family

- Rebalancing alerts.

Bharosa provides great value

We offer only direct plans with zero commission expense 

Advisory Fees

For Portfolio upto Rs. 5 Lac

Rs 1780 annual fee + Tax
Try at 175 per month *

For Portfolio above Rs. 5 Lac & less than Rs. 2 Crore

Rs 1800 annual fee + 0.25% of Portfolio Value + Tax 

For Portfolio above Rs. 2 Crores

Rs 51,800 annual fee + Tax 

* Not Satisfied? Get pro rata Refund anytime, No questions asked!

 - Free advisory for minor accounts (no limit on portfolio value)

 - Free advisory for household help (upto portfolio value of Rs. 5 Lac)

 - Attractive group plan.


To know more call us at +91- 9313137373 or send email at advisory@bharosaclub.com

How does it work?

You Buy Advisory

UPLOAD YOUR CAMS - CONSOLIDATED ACCOUNT STATEMENT FOR MUTUAL FUND SCHEMES

We create a consolidated dashboard of your MF investments.

We Advise

DR. WEALTH


We create a personalised action plan, and help you set it and forget it.

We Monitor

OPTIMAL PORTFOLIO + CONSTANT MONITORING

We replace poor performing, high expense funds with low cost and superior funds.