Our Work Strategies
How we work
MutualFundwala takes pride in educating our clients. Potential investors are unaware of the ‘how-about’ of it and the potential risks and returns. This is where MutualFundWala steps in. We take constant efforts in grooming a layman into a well-informed investor. We have several videos on you tube and regularly update our social media pages to provide relevant macro information.
Unlike others, our focus solely remains with the investor and the investor’s financial goals. We pay a lot of importance of investors risk appetite and then elaborate financial goals. We have built portfolios which started by a few thousand on a monthly basis. Today, same investors have investments running into vast sums of money. In the process we also make a Layman into a savvy smart and intelligent investor. Our hand-holding will enable potential investors to take informed decisions to create wealth, fulfill financial goals and achieve financial independence.
Appointing a Relationship Manager
Each and every investor will be assigned a dedicated Relationship Manager to assist for additional purchase, redemption, starting or stopping sips or any other investment related queries. In Delhi/NCR, the RM will ensure a doorstep service for most of your investment needs.
Online Portfolio Viewer
MutualFundWala will provide a unique login-ID and password to each investor, enabling them to regularly monitor their portfolio online. This service is no cost. Moreover, we have a fully functional Mobile app providing all details at a click. This app is available for free at Google play store and ITunes.
Online Buying and Selling
We have started online purchasing and selling of mutual funds via NSE (National Stock Exchange). You just need to register yourself once, and thereafter everything will be done online and in paperless mode. An investor will get other essential features like online portfolio viewer, Mobile app and designated Relationship Manager (RM).
So, we as a Mutual Fund advisor mutualfundwala help you in investing in mutual funds online and offline. We welcome you to come to us with your queries – feel free to contact us.