Mutual Fund – Advisory Service

MUTUAL FUND – ADVISORY SERVICE

KYA AAPKA MUTUAL FUND SAHI HAI?

WHY OUR EXPERT MF ADVISORY SERVICES ARE IMPORTANT FOR YOUR WEALTH CEATION?

Mutual Funds Witness 60% Fall In Net Inflows In 2018-19: Economic Survey. Read more at:

50% Active Equity Mutual Funds Ended In Red In 2019. Here Are The Worst Performers. Read more at:

Are You Investing Enough In Equity Mutual Funds? Read more at:

Why Equity SIP Investors Can No Longer Ignore this Significant Question? Read more at:

IS YOUR MF INVESTMENT GIVING RETURNS AS PER YOUR EXPECTATION? IF NOT, THEN

CALL US!

DO YOU WANT TO INCREASE YOUR MF INVESTMENT’S RETURNS? IF YES, THEN

CALL US!

This product is specially designed as per the requirement of the investors who are invested in Mutual Funds and somehow their investment is not growing as per their expectations. Under this product, investor/s will be rendered advisory services as per their financial objectives, risk-taking capacity, current portfolio’s performance, and other relevant parameters basis.

Every individual invests their hard-earned savings keeping certain financial objectives (or obligations in some cases) in mind, and when such investments do not yield sufficient amount in terms of returns to achieve those pre-determined financial objectives because of certain uncontrolled external factors, the entire exercise of investing early in the life becomes futile and takes away the key working years of life, especially those years where your risk-taking capacity was relatively better than today. TriFid Research (IA) has envisaged this situation of not generating enough on investment because of NO TIMELY ADVICE GIVEN TO INVESTORS ON INVESTMENTS MADE THROUGH MUTUAL FUND, and therefore, we came about with this product. Where you just have to provide the details of your current portfolio (Mutual Fund/s) and our highly experienced team of advisors will provide you the best available solution/s.

Types of Service:
  1. Basic Plan
  2. Pro Plan

Basic Plan-Features

  • Up to 5 scheme’s performance review will be undertaken from the existing portfolio.
  • A detailed report suggesting investment recommendation/s will be delivered.
  • A fully simplified explanation of this recommended report by the advisor before implementing the recommendation/s.
  • All queries will be addressed through telephonic/e-mail support.
  • One review of the client’s newly formed portfolio will be done after giving the recommendation/s.
  • Frequency of Review: One periodic review after 3 months of the newly constructed portfolio.

Pro Plan-Features

  • 10 schemes will be covered under this plan.
  • A detailed recommendation report will be delivered.
  • A fully simplified explanation of this review report by the advisor.
  • All queries addressed through telephonic support.
  • Two reviews of client’s portfolio will be done after giving a recommendation.
  • Review and rebalancing suggestions are provided directly by our Mutual Fund Analysts.
  • Frequency of Review: Two periodic reviews of the existing portfolio will be done with the gap of every 3 months

FAQs:

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