Like Team has a Leader
Like Business has CA
And last but not the least
Like Nation Has PM
Have we ever thought of who is the person who will secure and guide us for your investment and financial goals ????? Here is the *_one Chowkidar for your Wealth Creation_* .....
A Financial Advisor cum Planner who works as your best financial chowkidar for your future goals & responsibility
Why investing with the help of an advisor is better than going the direct route ?
The comparison is not that simple. In a way, the difference is a fee you pay to your doctor, lawyer or CA for their professional advice.
Whether you should pay that fee or not depends on the investor’s own capability and the quality of service you get !
Here I’m evaluating the Pros of Advisor vs Direct Plan
Pros of an Advisor
1)Identify and Focus on your investment objective
2)Periodic Review of Funds
3)Single Point Contact for all your needs across all the Fund Houses
4) Customisation as per your financial needs and goals
5) Help you define your goals and give you clear path to achieve them
Who are direct plans for ?
1)Understanding of various investment objectives
2) Understanding of Portfolio Construction Principles
3)Understanding of different financial products
4) Time & Ability to track your own investments & take informed decisions
5) Time to deal with a multiple AMCs
Mona Wealth Management Fund to consider : *NFO: Axis Growth Opportunities Fund* which invest in large cap & mid cap space and at the same time creates opportunity of global diversification. *NFO Period:- Oct 1 to Oct 15* *WHY AXIS GROWTH OPPORTUNITIES FUND*
📌 Domestic MF investors are not exposed to 97% of the world (In terms of country market cap) 📌 Different markets perform at different times
📌 Global & Domestic Events: - MSCI world Index is the less volatile than the MSCI India Index
📌 Global exposure can bring down risk of the overall portfolio
📌 Opportunities to invest in Marky names in foreign securities (Mega - Large Caps)
📌 Domestic Blue Chips 30% - 35%, Domestic Mid caps 35% - 40%, Foreign Securities Large Cap upto 35%
📌 Foreign advisory provided by our counter part Schroders
📌 County Exposure:- Predominantly in US, UK, Germany, Middle East, Japan and emerging markets *FEATURES AT A GLANCE*
👉 *Fund Mgr:-* Jinesh Gopani & Hitesh Das (Foreign Securities)
👉 *Category:-* Large & Midcap Fund
👉 *Benchmark:-* S&P BSE 200
👉 *Min App amount:-* Rs.5000
👉 *Exit Load:-* For 10% of investment amount NIL, Rest 1% for the period of 1 year.
*NFO Period:- Oct 1 to Oct 15*
MONA WEALTH MANAGEMENT
MWMIndia for all your Mutual Fund Needs