It is a part of our wealth management system. An expert selects funds and decides allocations. Over time, it is reviewed so the portfolio stays aligned with defined objectives. Therefore, the investor does not have to track individual schemes constantly. Experts help maintain stability as markets change.
You should consider your investment horizon, risk tolerance, stability in income, and existing investments. Past returns alone are not enough. The scheme should fit into an overall plan rather than exist as a standalone choice. If it is unclear how a fund fits within your overall allocation, an advisor can help assess whether a simpler base structure or a more active approach is appropriate.
You can find all these types in one online mutual fund investment platform.
You need a PAN card, a bank account, and completed KYC verification. Basic personal details and nominee information must be shared with the online mutual fund investment platform. Once KYC is completed, investments can be made and monitored through our online investment platform.
No. A Demat account is not mandatory. Mutual fund units can be held without a Demat account using PAN and KYC. For investing in equity, you need a Demat account.