INVESTMENT ADVISORY ON MUTUAL FUNDS

When it comes to selecting an appropriate scheme, people often fails to consider the past performance of the scheme. The selection and evaluation of schemes depends on various attributes such as investment objective, associated risks, time horizon, etc. This requires the need of an advisor with a requisite expertise to understand the features and as well as have the ability to analyze and compare from different options available and suggest an appropriate scheme for you.

A mutual fund advisor is a professional or organization that offers financial guidance to investors on mutual fund investments. These advisors are certified experts who can evaluate different mutual fund schemes and recommend suitable options for investors based on their specific needs. They consider factors like the investor’s investment timeline, risk tolerance, and financial goals to help create a diversified portfolio. To provide advisory services, mutual fund advisors must hold a valid certification from the National Institute of Securities Markets (NISM), with the Association of Mutual Funds in India (AMFI) overseeing the transparent distribution of these certifications.

The primary responsibility of a mutual fund advisor is to deliver impartial and accurate information about various schemes. They assist investors in constructing a portfolio that aligns with their financial objectives by monitoring different mutual fund options and staying updated on key market developments that could impact investment performance.

We at GMI Capitals are here to provide you with the necessary advisory services and guide you in finding the right scheme for you.