Qualities of a Good Mutual Fund Advisor - PowerPoint PPT Presentation

About This Presentation
Title:

Qualities of a Good Mutual Fund Advisor

Description:

Any person makes investments in securities, bonds, and shares with the main view of getting good returns for their safe and sound future. – PowerPoint PPT presentation

Number of Views:15
Slides: 10
Provided by: mutualfundwala
Category: Other

less

Transcript and Presenter's Notes

Title: Qualities of a Good Mutual Fund Advisor


1
Qualities of a Good Mutual Fund Advisor
  • Any person makes investments in securities,
    bonds, and shares with the main view of getting
    good returns for their safe and sound future. 

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
2
  • It is therefore advisable to hire a professional
    and an experienced Mutual Fund Advisor, who will
    help you sail through the investments easily.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
3
  • Below are certain points which have to be
    considered while selecting a good and
    genuine Mutual Fund Distributor

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
4
Qualification
  • This is the first and foremost aspect that has to
    be considered while assigning your investment
    portfolio to the advisor. The advisor should be
    well qualified with experience and expertise in
    the acumen.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
5
How Professional and Accessible is the Advisor
  • The advisor and his team of assiduous personnel
    should be well informed, qualified and
    experienced enough to answer the queries and the
    doubts of the clients in the reasonable period of
    time.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
6
Track Record
  • A Track record of the person is the mirror
    reflection of the work and experience which the
    person has in the acumen.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
7
Comprehensive Services
  •  Normally people do not like to discuss their
    finances and personal lives with the third person.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
8
  •  So they would, in fact, trust the advisor to
    handle all their investments with a great degree
    of confidence and so it is advisable to hire an
    advisor who is unbiased and can offer best
    mutual fund options in sync to the requirements
    of the clients.

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/2019/08
    /qualities-of-good-mutual-fund-advisor.html

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
Write a Comment
User Comments (0)
About PowerShow.com