Monday, March 06, 2023

How to and does your Mutual Fund Advisor Evaluation ? comment

In the last 5 years the number of Mutual Fund investors, number of mutual fund folios and amount invested in mutual funds have increased by a lot. (more than double)

A lot of you have invested thru' either direct or regular mode after consulting advisor/s.

How is your comfort and confidence in the knowledge and service of your mutual fund advisor?

Mark 2 parts and total 4 words under evaluation for you, before reaponding.

PART 1-

_Comfort (personal skill)
_Confidence (technical skill)

PART 2-
_Knowledge (understanding, alerts on changes, actions to change scheme or amount, sharing of knowledge with you)
_Service (transparency, trust, intent, reaching out, reviews and updates etc)

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