Platforms to invest in mutual funds

Q & A Forum › Category: Mutual Funds › Platforms to invest in mutual funds

mridulparashar asked 8 years ago

Hi team, at the outset, let me thank you for operating a wonderful blog to help people gain knowledge on personal finances and keep up to date on things that can impact ones finances.. my question is on what platforms can I used to invest in mutual funds. What I am looking for is a platform with option invest in multiple fund houses, tech support and monthly reports on investment portfolio..like wise recommendation or suggestion call to change portfolio mix will be welcomed.. can you recommend some service providers for the above..I have heared about Goalwise and Arthayantra but haven’t got enough information on service levels and any disadvantage associated with them. I am open to look at getting above services at monthly cost of Rs 500..

5 Answers

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Sreekanth Staff answered 8 years ago

Hi, Thank you for your appreciation! Are you planning to invest in Direct plans or Regular plans? Related article : https://www.relakhs.com/direct-mutual-fund-plans-buy-online/ https://www.relakhs.com/mfutility-invest-direct-plans-mutual-fund-schemes-online/ https://www.relakhs.com/mutual-fund-direct-plans-vs-regular-plans/

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mridulparashar answered 8 years ago

Thanks for this link Mutual Fund Direct Plans Vs Regular Plans: Returns Comparison & Analysis I will definitely prefer direct plans but I also need some hand holding in terms of knowledge and whether I am opting for the right fund. In the past, I have tried investing through ICICI which will only recommend there funds and likewise is the case with SBI cap and Franklin... Pls advise..

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Sreekanth Staff answered 8 years ago

Hi, Suggest you to consult a fee-only financial planner (or) Investment advisor. Related articles : https://www.relakhs.com/best-mutual-fund-scheme-risk-ratios/ https://www.relakhs.com/mutual-fund-portfolio-overlap-comparison-tools/

mridulparashar replied 8 years ago

Dear Sreekanth, Thank you for your comments. Would you be able to advise or recommend any Financial planner or Investment adviser that I can consult.

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Sanks answered 8 years ago

Hello, I have been investing through www.orowealth.com in Direct plans of different fund houses on one platform. However, I do not want to advertise them here. You can check by visiting their webpage and similar other service providers. Good luck!
Sanks

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Sreekanth Staff answered 8 years ago

Hi, Suggest you to kindly reach me through Contact page, will surely suggest you.