Certified Mutual Fund Experts
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How it works
How it works
Whether one has made a mutual fund investment in a direct or regular scheme into equities, debt, or any other asset class, we make it easy take a second opinion from experts online
- 1
Upload MF Portfolio
- 2
The Primary review
- 3
Book an online Consultation
- 4
Get an opinion note
How It Works?
Upload MF Portfolio
Whether one has made a mutual fund investment in a direct or regular scheme into equities, debt, or any other asset class, we make it easy to get a second opinion from experts online
The Primary review
One of our curated experts will perform a technical analysis of your portfolio, break the schemes into particular categories, and evaluate them based on reward-to-risk metrics that suit you to create a first-hand report for you.
Book an online consultation
Whether one has made a mutual fund investment in a direct or regular scheme into equities, debt, or any other asset class, we make it easy to get a second opinion from experts online
Get an opinion note
Whether one has made a mutual fund investment in a direct or regular scheme into equities, debt, or any other asset class, we make it easy to get a second opinion from experts online
Frequently asked questions
It is a long-established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English.
It is a long-established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English.
It is a long-established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English.
How you pay?
Stages, How Much you pay & Why you pay
STAGE 1
Rs.500
What & Why you pay for this stage?
You pay for the effort put in by the MF expert to do a detailed and technical review of the portfolio from the perspective of scheme composition and reward-to-risk dynamics and the creation of the custom report.
STAGE 2
Rs.1500
What & Why you pay for this stage?
Once satisfied with the first-hand review, you can book a consultation session with an expert. The money you pay is for the session and the expert notes you get post-session.
Mutual Fund Investment Playbook
Answer to all your questions
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