How to Choose the Best Mutual Fund Advisor - PowerPoint PPT Presentation

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How to Choose the Best Mutual Fund Advisor

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Experienced and professional Mutual Fund Advisor provides in-depth insights to the various mutual funds available in the market and guide the investor with proper and best investment options in sync to his/her needs and availability of funds with them. – PowerPoint PPT presentation

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Title: How to Choose the Best Mutual Fund Advisor


1
How to Choose the Best Mutual Fund Advisor
  • The good investment is marked by good guidance
    and it stands true for all kinds of investments,
    even Mutual funds. Investing in mutual funds
    involves loads of calculations and foresight on
    the part of the investor.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
2
  • Experienced and professional Mutual Fund
    Advisor provides in-depth insights to the various
    mutual funds available in the market and guide
    the investor with proper and best investment
    options in sync to his/her needs and availability
    of funds with them.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
3
  • Before you zero down on a talented Mutual Fund
    Distributor, it is advisable you consider the
    following qualities in them

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
4
1. Qualification of the Advisor
  • You look for the qualifications and experience,
    even when you are planning to visit a doctor. The
    same goes with the mutual fund advisor as well.
    Make sure that the advisor you choose has great
    deal of experience in the forte. 

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
5
2. Professional Behavior and Accessibility
  •  An expert and professional mutual fund advisor
    should be easily accessible. He/she should be
    able to answer your queries and explain how
    mutual funds and variable products will be
    beneficial for you and your future.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
6
3. Understanding Confidentiality
  • Personal information is not shared with anyone
    easily and if the information is about finance,
    then people often refrain it from sharing it with
    others.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
7
4.Unbiased Investment
  • A good mutual fund advisor should have sound
    knowledge of all the available options that are
    available in the market and not just one or two.
    He should be able to understand all your
    financial goals and provide accurate guidance
    that will help you invest in the right funds.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
8
5. No High Claims
  • Mutual fund advisor should not make any claims
    that is impossible to achieve. He should reveal
    all the underlying risks and terms related to the
    product.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
9
Contact
  • Address 701, Somdutt Chambers-, 9
    Bhikaji Cama Place, New Delhi - 110066,
    India
  • Phone 91-989123-7575
  • Email   info_at_mutualfundwala.com
  • Site https//mutualfundwala1.blogspot.com/2019/07
    /how-to-choose-best-mutual-fund-advisor.html

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
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