As an investor, you know you can manage your mutual fund investments much better if you get access to right advice, insights and support.
Congratulations! You are at the right place.
The DIY plan from Unovest brings to you all the tools and insights that you need to make your portfolio deliver better.
At just a nominal fee of Rs. 3,950 a year, you receive:
- One time Insights from an advisor on your existing MF portfolio based, which you can use to make portfolio to deliver more.
- 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.
- Support on issue such as your online transactions.
- Ask unlimited questions about your existing funds through “Ask a Question” feature.
Note: We recommend only direct plans of mutual funds.
How to subscribe? You can subscribe to the DIY plan after logging into your Unovest account premium section.