Mutual Fund Distribution

There are around 2000 schemes in the debt and equity category the choice of the scheme has to be correct. Periodic monitoring of investments becomes extremely important. Apart from this various servicing needs like change of bank, updating of address, email ID’s, statement of capital gains etc. Thus a Mutual Fund Distributor may be indispensable. At AUM Wealth we give you all the tools to enable financial literacy that can in turn enable even new investors to make informed decisions. Whether it is rebalancing the portfolio with the changing market and political conditions and/or weeding out existing non-performing schemes.

Investors expect distributors to know the importance of savings and investment in middle class families. Investors expect hard earned money to be safeguarded.

Investors have little or no idea about financial objectives/goals, retirement planning, long term compounding, inflation, risk or adjusted return. They expect the distributor to act as an enabler, Enable the investors to take important decisions. In monetary terms, good and prompt services, investment tracker and professional approach may be more relevant than cost savings by investing direct.