Mutual Fund Advisor in Bhubaneshwar, Odisha

Mutua Fund advisor in Bhubaneshwar

Why do you required mutual fund advisor?

Mtual Fund Advisor in Bhubaneshwar, Odisha an individual or an entity facilitating buying and selling of units of mutual fund by investors. A distributor earns upfront/trail commission for bringing in investors into the mutual fund schemes.

  1. Educating the investor(s)

  2. Evaluating risk-taking capacity

  3. Analyzing investment options

  4. Devising the right investment strategy

  5. Helping investors diversify their portfolio

  6. Record-keeping

We help you choose best mutual funds investment options from mutual fund scheme universe, call us now WealthhunterIndia.

How to Pick a Good Mutual Fund

Some of the main points which need to be kept in mind are as follows: Identifying Goals and Risk Tolerance, Fund Type, Performance Ranking, Charges, and Fees,  Evaluating Managers Past Performance.

1) Identifying Goals and Risk Tolerance

Before investing in any fund, the investor must be crystal clear what his long-term goal and short-term goals are and in how much time horizon he/she plans to achieve it. Also, the risk-taking ability of the particular investor must also be taken into account.

2) Fund Type
It basically depends on whether an investor wants to invest money for a long-term need and if he can handle a fair amount of risk and volatility too then he/she can go for an equity fund, but if he wants to invest for a short period, then debt funds would be better suited.

3) Performance Ranking
You must find out the quartile ranking which will show how the fund has formed quarter on quarter basis among its peer group. So one may select the scheme which has remained in top quartile most of the time and one can find these rankings from the factsheets of various AMC’s and also on some mutual fund research websites.

4) Charges and Fees
The investor must take a note of all fees and charges being levied for by the fund managers for providing their service. One can look for management expense ratio. It is simply the total percentage of fund assets that are being charged to cover fund expenses. The higher the ratio, the lower would be the investors return and vice-versa.

5) Evaluating Managers Past Performance
Investors should research about funds past results and seek answers to questions such as:-
1) Did the fund manager deliver results which were consistent with general market returns?
2) Did the returns vary dramatically throughout the year?

It will help an investor in knowing how a fund manager performs under critical situations and what historically has been the trend in terms of turnover and return.

We Provide Service all  Localities in Bhubaneswar, Odisha

Sastri Nagar
Nayapalli
Cuttack Road
Jaydev Vihar
Delta Square
madhusudan Nagar
Rasulgarh
Chandrasekharpur
Saheed Nagar
Ganga Nagar
Malipada
Jagamara
Patia Collage Road
Patia
Satya Nagar
Khandagiri
Hanspal
Vimtangi
Bhola Chandaka
Acharya Vihar
BJB Nagar
Ghatikia
Gautam Nagar
Pahal
Bomikhal
Samantarapur
Uttara
Dumduma
Tankapani Road
Lakshmi Sagar
Lewis Road
Vani Vihar
Khandgiri
Sailashree Vihar
Janla
Badaraghunathpur
Sundarpada
Mancheswar
Jatni Road
Madanpur
Pokhariput
Harapur
Tamando
Mahatab Road
Panchagaon
Barbil
Palasuni
Raghunathpur
Kalarahang
Baramunda
Budhapada
Pathargadia
Soubhagya Nagar
Sardeipur
Gajpati Nagar
Damana
Birabandha
Shreeram Nagar
Shamantrapur
Sahaspur
Nuapali
Nageswar Tangi
Forest Park
Patrapada
Haripur
Ranasinghpur
Shree vihar
Kharavela Nagar
Naharkanta
Jagannath Sadak
Pubasasan
Bhubaneswar-Puri Highway
Kapilprasad
Lingipur
Bargarh
Dandiapali
Gouru Market Road
Kantbada
NH 203
Bhadrak
Rudrapur
Khordha
Shampur
Niladri Vihar
Nandankanan Road
Phulanakhara
Chandaka
Andharua
BBSR
Shastri Nagar
Kalinga Nagar
Uttara Chhak
NH-5
corridor of info city II
Kesora
Surya Nagar
Argul
Mahanadi Road
Jail Square
Satyabhampur
Jharpada
Sampur
Shankarpur
Shyampur
Haridaspur
Paniora
Khandagiri – Chandaka Road
Dhauli
Kalpana Square
Chak
Mendhasala
Jatani
Panposh
Retang Mouza
Old Town
Balabhadrapur
Mouza-Ghatikia
G.G.P. Colony
Palaspur
vivekananda marg
Botanda
Khandapara
Chhatabar
Pallaspalli
Garage Square
Ravi Talkies
Gothapatna
IRC Village
Santarapur
Vaishnomata Vihar Phase 1
Nalco Square
Ashok Nagar
Puri Road
VSS Nagar
Laxmisagar
Rasulgarh Square
Nakhara
Pipili
Ratanga
Atala
Balianta
Bankual
Unit 6
Bhimatangi Housing Colony
Pitapally
Tangibanta
Bapuji Nagar
Sundarpur
Nuabanta
Matiapada
Sisupalgarh
Gudiapokhari
Paikarapur
Saleswar
Chakeisaini
Benupur
Pratap Nagari
Koradakanta
Bhingarpur
Similipatana
Hairajpur
Bhagabatipur
Kaimatia
Kujimahal
Unit 4
Unit-9
Badagada
Ghangapatna
Sijua
Puri Canal Road
Laxmi Vihar
Gopabandhu Nagar
Kalinga Vihar
Nuagan
Jagmohan Nagar
Jagannath Vihar
Subudhipur
Bharatpur
Laxmi Nagar
Pandra
Pandav Nagar
Khordha Road
Kuha
Jayarsasan
Shreekhetra Vihar
Alarpur
Bagalpur
Bamphakuda
Padhansahi
Ramachandrapur
Mahura
Narasinghpur
Baragarh

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