Mutual Fund Advisory
A professional individual or an organization that offers financial advice to investors on mutual funds is a Mutual Fund Advisor. They are certified professionals who have the expertise of analyzing various mutual fund schemes and consequently suggesting funds to investors for investment.
These professionals take into account various parameters such as investors’ investment horizon, risk appetite, and financial goals to curate a list of mutual funds for an investor that she/he can create a portfolio.
A mutual fund advisor is required to have a valid certification to provide his/her services to the investors. Association of Mutual Funds in India looks after proper disbursal of these certifications in a transparent manner.
Frequently Asked Questions
What is a Mutual Fund ?
Mutual funds invest in various financial instruments to generate returns for the investors. These financial instruments include equities, debt securities and money market instruments. Based on their allocation to different asset classes in varying proportion.
What Are The Roles Of Mutual Fund Advisor ?
- Educating The Investor
- Evaluating Risk Tolerance
- Analyzing Investment Options And Devising A Strategy
- Helping Diversify A Portfolio
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