Top Insurance Advisor

We know you want to purchase top performing mutual funds to plan for your retirement or another big goal. But deciding which online platform is best for mutual fund investments can be confusing.

We offer a complete guide to mutual funds providing detailed information on performance of various schemes including latest NAVs and fund comparisons.

Mutual Fund Broker

If you are new to the mutual fund space but would still like to invest in it in order to create wealth, a mutual fund broker can be of great help. A mutual fund broker or a distributor is a person/entity who is permitted to sell mutual fund schemes. They act as intermediaries in the buying process for which they will charge a fee. Mutual fund brokers will provide guidance throughout the application process and sometimes also help investors in receiving timely statements of their portfolios.

Why do you need a mutual fund broker?

Investing in a mutual fund through a broker has many benefits, the most important one being that they educate you on which funds to invest in and the kind of returns you can expect. This is crucial for new investors who have limited knowledge on how mutual funds work. Also, finding the right mutual fund that aligns with your investment requirements can be a challenging task which is simplified by a broker or a distributor.

The other main reasons why you need a mutual fund broker or distributor have been stated below:

Convenience– Mutual fund brokers or distributors make it convenient for investors to invest in mutual funds by assisting them in filling up the application form, submitting the required documents for KYC, and other formalities. As they are well-versed with the complete investment process, it will save the time and effort of investors.
Access– Some fund houses may sometimes offer certain mutual fund schemes only through a broker and hence, if you wish to invest in those schemes, you will have to do so through the broker. Fund houses do this to develop or establish a good relationship with the broker or distributor.