Investing in mutual funds (MFs) through Sharekhan Ltd can offer several benefits, especially if you’re looking for a combination of technology, advisory, and brand reliability. Here’s a breakdown of the key benefits:
1. Wide Range of Mutual Funds
Access to a variety of schemes across all top AMCs (Asset Management Companies).
Covers equity, debt, hybrid, ELSS (tax-saving), and index funds.
2. Research-Backed Recommendations
Sharekhan is known for its strong research team.
Offers personalized investment advice based on your risk profile and financial goals.
3. Easy Online Investment Platform
User-friendly app and website for SIPs, lump sum investments, and portfolio tracking.
Paperless KYC and onboarding process.
4. Automated Tools and Reports
Tools like SIP calculator, goal planner, and performance tracking.
Periodic reports on fund performance and recommendations for rebalancing.
5. Dedicated Relationship Managers
Personalized support from RM or financial advisor.
Help with financial planning and portfolio review.
6. Integrated with Trading Account (Optional)
If you have a Sharekhan trading account, you can manage mutual funds and stocks in one place.
7. No Transaction Fees
Most MF investments (direct and regular plans) are offered with zero transaction fees. However, they typically deal in regular plans that include distributor commission.