The task of Mutual fund distributor is to understand the needs of the investor,analyse their risk profile and give the right guidance to the investors when it comes to mutual fund investments
1 – Need Based Investing
Mutual fund distributor will comes to mutual fund investments according to customer need.
2 – Risk Profiling
Mutual Fund Distributor will check and suggest you funds according to your risk appetite.
Stop investing is not a formulla.…
Amita Jayaswal
3 – Handholding during market volatility
The nature of the Share market is volatile, it has ups and downs. Therefore, a Mutual Fund Distributor can help you in providing you with moral support.
4 – Regular portfolio reviews and rebalancing
Mutual fund distributor review your portfolio on regular basis because your investment is for a long time ,According to need he will rebalance of your portfolio.
- for checking fund performance he will take help of software.
- He always have a list of top performing Fund.
- He will replace your fund whose performance is low.
- Top up is another method to boost your portfolio
5 – Guidance in scheme selection based on skill and knowledge
For performing any job your interpersonal skill is very important with the help of this he will suggest thev fund.
6 – Operational ease
He will help you to open your account online mode or physical mode during this he will provide any technical support to fulfill your work.
7 -Query Solving
He will solve the customer query which is related to fund or any another information related to mutual fund will explain in broadly.
