An advisor has an important role to play in your investments. A very respectable investment adviser, Carl Richards, says that your advisor is the thing between you and your stupidity. Sounds harsh but quite true.
Well, do it yourself is great but at some point it starts pinching. You want to talk to an advisor who can give you unemotional, considered advice about your portfolio.
It is easy to fall prey to our own biases. By taking a hard, unemotional look at your portfolio, an advisor can help you see critical gaps or things that you may have overdone. Example, 30+ funds in a single portfolio. You don’t need that clutter.
Seek the help of an investment advisor to assess and give a direction to your portfolio.
If you feel, you need an adviser to help you with your mutual fund portfolio, may be a one time review or creation of your mutual fund portfolio in line with your goals, then this is the right advisory service.
I will work with you and provide you a thorough review of your current portfolio. This will include a conversation on the phone or via online channels.
I will understand your expectations from your portfolio and help you create a customised portfolio best suited for your needs. This will also include which of your existing funds to hold, buy or sell.
With this service, you also get-
- Access to all the recommended MF portfolios from Unovest and ongoing updates (You can select a fund portfolio for yourself based on risk profile and time horizon). This is how we build the MF portfolios.
- Track, invest and manage your family accounts from one screen – you can add upto 10 family holding accounts (CAN based) in a single login.
- Advanced Insights on your portfolio based on data and use it to make useful changes for better returns.
- Support on issues such as your online transactions.
- Ask unlimited questions about your existing funds through “Ask a Question” feature.
This comes at a fee of Rs. 17,500.
How to subscribe? Log into your Unovest account and goto the premium section, Subscribe.
Sanjeev Arora, Head – Supply Chain Management at American Tower, Gurgaon
Before meeting Vipin in his earlier Kalkaji office, New Delhi, sometime in 2006, I used to invest a lot in FDs and NSCs and considered them to be an effective money multiplier.. feeling happy. However, thinking horizon was limited. The entire rationale got changed after understanding what is SIP, financial planning for individuals, goals setting, expectations and how easy is to meet them in a planned manner with few simple but committed actions.
Mutual funds investments are absolutely safe and has a major role to play in financial future planning of individuals ageing 16 to 60 irrespective of what profession they are in, salaried or business or even retired. In fact, no other option is left.. One should talk to an expert and understand it today; sooner the better.
My finance portfolio got transformed after meeting Vipin, even after passing through 2 significant market crashes and recession phases, it withstood well and kept paying a handsome return. Mutual fund Investment with long term plan, meticulous and with patience will pay us more than we expect from it, that is what I have experienced in last 10+ years. Enjoying it further…
It will not be fair if I do not thank Vipin for doing almost everything for my financial planning with his HONEST advises. Now I know what do I want, how it can be achieved and by when.