Difference between going Direct and investing in
Regular Mutual Funds with us
Direct Mutual Funds offer 1% extra return. But that
extra 1% would mean choosing your mutual fund yourself!
So, the important question here is that how do you
choose where you have to invest?
Do you invest on the basis of...
Only well-known names?
Not all that glitters is gold!
Based on tips?
Investing isn’t a gamble but a calculated risk. God bless those who fall for
the tips and tricks (well going by it, imagine how many billionaires would
be walking on this planet.
Basis what your friend buys?
When two people can’t be same, how can their finances work in the similar
fashion? Someone’s food is someone’s poison
Only Past performance?
“Past performance does not guarantee future returns.” -
says one of the most popular disclaimers in the finance industry.
Only Star Ratings?
Most of the ratings are based only on returns, serving no purpose. Also, how
will you track the changes in the returns or the ratings?
Completely dependent on Algorithms and
technology?
There is a reason why we still have human minds running the finance
industry. Technology can assist in decision making, but it should
not be allowed to take decisions entirely on your behalf.
Do not run after
#Trending Mutual Funds !!
Do not be fooled by the Best Mutual Funds of today/month/quarter/of 2020. This is
past. You have to know what will make money for you after 1 year/3 years/5 years and
more.
Have vision for long term money making. Your goal is not
to have unrealised gains today and realised losses when you actualy need money. READ
THIS LINE AGAIN.
See for yourself how a sound advisory can lead to wealth generation over time through a
real-life investment example of one of our clients.
Direct or Regular Mutual Funds: decide yourself!
Direct Mutual Funds
Regular Mutual Funds
Cost of purchasing
- Loss of time
- Incorrect selection of funds that could lead to loss of returns and
compounding
- Irregular or no portfolio monitoring (also, too frequent review of your portfolio
could lead to faulty conclusions)
- Chances of neglecting or missing out on tax planning while investing, holding or
exiting a scheme.
- Possibilities of un-informed decision making
- Hidden risks
1% extra
Benefits
Possibility of earning 1% extra
Possibility of earning more than 1% extra, depending on the portfolio selected by
your advisor
Benefits of investing with Value Route Advisors
−
PEACE OF MIND!
Earn up to 6% extra annually
(That speaks loud about our selection of funds)
+
Earn up to 20% extra annually
on your existing mutual funds*
+
All the add-on services
- Financial consultancy and advisory
- Market research and analysis
- Risk management
- Goal and need-based planning
- All back-end operational activities
- Inbuilt tax planning
- Regular monitoring of portfolio
- Retirement planning
- Retirement planning (involves creation of will)
- 360-degree wealth management
- Derivative strategies and portfolio hedging
and more...
Now you can spend time on things that actually matter to you the most.
Isn’t your work
already consuming more than half of your life?
Do you really have
the time and energy to spend on those calculations and analysis?
Wouldn’t you like to
spend that extra quality time with your loved ones?
Would you rather not
spend that time doing something you are passionate about?
Do you believe in the
philosophy of – ‘everyone one should do what they are best at, and leave the rest to experts
in those fields’?
Do you believe in the
philosophy of – ‘everyone one should do what they are best at, and leave the rest to experts
in those fields’?
Spend time on things that matter to you the most.
We will take care of your finances.
Isn’t your work
already consuming more than half of your life?
Do you really have
the time and energy to spend on those calculations and analysis?
Wouldn’t you like to
spend that extra quality time with your loved ones?
Would you rather not
spend that time doing something you are passionate about?
Do you believe in the
philosophy of – ‘everyone one should do what they are best at, and leave the rest to experts
in those fields’?
Do you believe in the
philosophy of – ‘everyone one should do what they are best at, and leave the rest to experts
in those fields’?
Spend time on things that matter to you the most.
We will take care of your finances.
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.