HOW-IT-WORKS

– WHAT YOU WILL GET –

All MUTUAL FUNDS ADVISORY clients get the following services for the period of subscription.

Critical Portfolio Health Check-up
A detailed assessment of the existing mutual funds portfolio will be done with respect to quality and risk – by measuring its volatility, diversification, valuation, returns, future outlook, etc.
Customized Advisory and Custom-designed Portfolio
You will get a custom-designed portfolio and fund recommendations based on your requirements after considering the amount of capital you have, your risk capacity and your goals. The recommendations / portfolio aim at fulfiling your financial goals while ensuring minimum risk to your capital.
Monitoring and Entry-Exit Recommendations
The recommendations / portfolio will be is tracked on a real-time basis for the subscription period and timely entry and exit calls will be given to you with an aim to help the clients achieve their financial goals. In case of any changes in your financial situation, appropriate changes would be suggested.

Note: You can also avail a one-time portfolio structuring/restructuring service, in which case the portfolio will not be tracked.

Investment Rationale for Each Fund
A brief rationale based on which a particular fund has been recommended will be provided to you for each recommendation.
Entirely Personalized Service
This is an entirely personalized service. At PaisaPub, we believe that the needs and situations of all investors are unique and hence our advisory services are tailor-made based on the requirements of each client.

 

– HOW IT WORKS –

STEP 1: SUBSCRIBE TO MUTUAL FUND ADVISORY SERVICE
First, you need to subscribe to the Mutual Fund Advisory service by making the payment for the fee.
STEP 2: FILL THE QUESTIONNAIRE
A risk-profiling questionnaire would be sent to you on your registered email within 2 business days of subscribing. You will need to fill the questionnaire and email it to admin@paisapub.in. The purpose of this questionnaire is to give me an idea about your risk capacity and goals which in turn would enable me to advise you appropriately. We can have additional discussions over phone and email, if required.
STEP 3: GET A TAILOR-MADE PORTFOLIO
After properly considering your responses in the questionnaire, I’ll analyze your existing portfolio and start providing fund recommendations to you immediately as per your requirements. The recommendations would be emailed to you. These would be my best picks for you. You would be welcome to discuss your requirements throughout the subscription period.
STEP 4: ENJOY THE BIGGEST BOUQUET OF INCLUSIVE SERVICES
You are all set! You can now start investing based on the recommendations and begin your wealth-creation journey with us. Throughout your subscription period, you will enjoy a large bouquet of services viz. goal tracking, regular portfolio review, priority customer care, etc.

Note: You can also avail a one-time portfolio structuring/restructuring service, in which case the portfolio will not be tracked.

 

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