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
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.
* 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.
Rs 1780 annual fee + Tax
Try at 175 per month *
Rs 1800 annual fee + 0.25% of Portfolio Value + Tax
Rs 51,800 annual fee + Tax
- 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.