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Bharosa Advisor is a SEBI Registered Investment Advisor (License - INA100004657)

Mutual Fund Sahi Hai?

 


If you had invested 60% of your money in an equity mutual fund and 40% in a debt mutual fund on any day between 1st January 2000 to 31st October 2008 and redeemed your holding after 10 years, you would have got


Maximum multiple 17.81 - Investment date 13th April 2001

Minimum multiple 2.46 - Investment date 14th December 2007


Great Indian Mutual Fund Tragedy 


Mutual funds fell 70% in 2008. A person who invested Rs 100 on 14th December 2007 saw his investment drop to Rs 30 by December 2008. If he did not panic and sold 10 years later on 14th December 2017 he got Rs 246 (an annual return of 9.46%). FD, PPF or tax free bonds would have given him Rs 200.


India grew but many Indians rich and poor lost an opportunity to become "Desh Ki Tarakki Mein Hissedaar". From 2018 to 2036, they have an opportunity to prevent a repeat of the tragedy by using mutual funds.The opportunity lost from 2000 was


Rs 1.8 cr with a monthly investment of Rs 10,000

Rs 1.8 lakhs with a monthly investment of Rs 100


Is Bharosa Right for You ?

The easy way to find out is to try Bharosa for FREE. You cannot learn swimming without jumping into the pool. 

The table below can help you determine if you want to jump in and try Bharosa. Hover over to get information on each category

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  Bharosa Other Online Other Offline
Fiduciary
Simplicity
Affordability
Groups
Performance
Home Visits
Full Service

For whom is Bharosa not the right Advisor?

1

You do not have a CAN ( Common Account Number)

2

You do not need advice - Transact on MFU for free

3

You need your advisor to visit you at home