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 an equity mutual fund and 40% in a debt fund on any day between 1st January 2000 to 1st December 2007 & redeemed your holding after 10 years, you would have got
Maximum return of 32.43% CAGR - Investment date 12th April 2001
Minimum return of 9.6% CAGR - Investment date 15th November 2007
If you have a long term horizon (10 years+), we recommend a minimum allocation of 60% to equity mutual funds
Click the links below to read more. Simplicity, Performance and Affordability Five tips on choosing a Financial Advisor in India Hey Mr. Banker, stop bad selling please
* 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.
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.