Contents
- Mutual Funds
- Mutual Fund Advisor
- Basis of rank
- Universe of Funds
- Time period
- Experience
- Aum of Mutual fund advisor
- Risk and Returns
- Top 10 mutual fund advisor in Delhi
- 1.Sadravya Finance Pvt Ltd
- 2.A V Insure & Invest
- 3.S J Financial Services
- 4. All needs Financial Services
- 5.Investment Bazaar
- 6.A K Thukral & Company
- 7.Monga Investment Consultants
- 8.Prabhudas Lilladher Pvt. Ltd.
- 9.Angel Broking Pvt Ltd
- 10.Value Ur Income
Mutual Funds
A mutual fund agent merges one’s money with that of many other investors. Further, he invests that money in the best mutual funds in the market. Also, depending on one’s preference and the type of mutual fund in India one picks up. It invests in various stocks if one prefers equity mutual funds or equity diversified mutual funds. In bonds or fixed income securities, if one chooses debt funds. Plus a blend of equity and debt if one chooses a balanced mutual fund. We will be discussing the top mutual fund advisor in Delhi.
The Company which regulates and manages the mutual fund is called an Asset Management Company. An AMC may maintain different mutual fund plans. The money one with many investors invest in the mutual fund is operated by a licensed and professional called best fund managers in India. Fund manager appoints by AMC. The fund manager receives a fee for handling investors money, which subtracts from the money, one invest in the mutual fund. The actions of the AMC are supervised by SEBI and AMFI. One has to pay money when one enters and exit a mutual fund scheme and plans called the entry load and exit load.
Mutual Fund Advisor
An advisor is an individual or mutual fund company included in counseling or investment of capital for the investors. Registered Mutual fund advisor and investment advisory companies are 2 chief entities that investors watch out for investment management. They are different from becoming a mutual fund agent, mutual fund distributor, and financial advisors.
The mutual fund agents can be a personal agent as well as hired by the company. Now let’s discuss in brief about the best mutual fund advisor/ Companies.
Basis of rank
Universe of Funds
Our study is restricted to open-ended, actively managed, diversified equity funds. Schemes with a company of at least Rs 200 crore were considered.
Time period
The basis of the study is the performance of funds managed between 1 July 2012 and 30 June 2017.
Experience
Only those funds were taken under study which was managed continuously for the five-year. For a fund to qualify, the fund manager needs a minimum two-year track record with that particular fund as a lead manager. During the identification of the lead fund manager of each scheme, only the primary fund manager mentioned in the scheme’s fact sheet was considered.
Aum of Mutual fund advisor
The study was restricted to fund managers cumulatively managing an AUM of at least Rs 500 crore, across all qualifying funds.
Risk and Returns
After short-listing the fund managers, the aggregate returns generated by each fund manager were calculated over the five-year period for all the funds managed by him which satisfied the qualifying criteria. The returns were then adjusted for risk. It is necessary to evaluate fund manager performance with the help of a risk-adjusted basis to account the degree of risk taken by the fund manager to generate the return.
To get the risk-adjusted score, the asset-weighted monthly returns of all the funds which satisfy the above-mentioned criteria were calculated. Weighing scheme performance by its corpus size helps give due importance to the size of each fund. Then, the annualized geometric mean for the five-year period was calculated to arrive at the annualized five-year returns. Further, the annualized standard deviation of the monthly asset-weighted returns was calculated.
Top 10 mutual fund advisor in Delhi
These Mutual fund advisor has not let the market competition distract them from their core investing principles. They remain focused on building a strong portfolio of quality businesses that can deliver healthy returns over longer periods of time.“Money making appears an easy game in a bull market and risks appear low. But such an environment is most conducive for committing mistakes if proper discipline is not followed,” says Vinit Sambre, Senior Vice-President and Fund Manager, DSP BlackRock Mutual Fund.
These investing wizards have deftly maneuvered their portfolios and are likely to manage future ups and downs to deliver a good experience to their investors. Read on to know the underlying processes and strategies these top money managers followed as they navigated the tricky market conditions to emerge winners.
1.Sadravya Finance Pvt Ltd
Sadravya Finance Pvt Ltd in Netaji Subhash Place Complex-Pitampura.Over the course of its journey, this business has established a firm foothold in its industry. The belief that customer satisfaction is as important as their products and services have helped this establishment garner a vast base of customers, which continues to grow by the day. This business employs individuals that are dedicated to their respective roles and put in a lot of effort. In the near future, this business aims to expand its line of products and services and cater to a larger client base.
2.A V Insure & Invest
Established in the year 2007, A V Insure & Invest in NIT, Faridabad, Delhi is a top player in the category Mutual Fund Advisor in the Faridabad, Delhi. This well-known establishment acts as a one-stop destination servicing customers both local and from other parts of Faridabad, Delhi. Over the course of its journey, this business has established a firm foothold in its industry.
3.S J Financial Services
Established in the year 2011, S J Financial Services in New Industrial Township- NIT, Faridabad, Delhi. This business employs individuals that are dedicated to their respective roles and put in a lot of effort to achieve the common vision and larger goals of the company. In the near future, this business aims to expand its line of products and services and cater to a larger client base.
4. All needs Financial Services
Established in the year 2016, All needs Financial Services in Paschim Vihar, Delhi. The belief that customer satisfaction is as important as their products and services have helped this establishment garner a vast base of customers, which continues to grow by the day.
5.Investment Bazaar
This business employs individuals that are dedicated to their respective roles and put in a lot of effort to achieve the common vision and larger goals of the company. In the near future, this business aims to expand its line of products and services and cater to a larger client base.
6.A K Thukral & Company
Established in the year 1987, A K Thukral & Company in DLF City Phase 1, Gurgaon. In Gurgaon, this establishment occupies a prominent location in DLF City Phase 1. It is an effortless task in commuting to this establishment as there are various modes of transport readily available. It is at H- 33/1, Basement, which makes it easy for first-time visitors in locating this establishment.
7.Monga Investment Consultants
Established in the year 1977, Monga Investment Consultants in Rohini Sector 15, Delhi. Monga Investment Consultants in Rohini Sector 15 has a wide range of products and services to cater to the varied requirements of their customers. The staff at this establishment are courteous and prompt at providing any assistance. They readily answer any queries or questions that you may have. Pay for the product or service with ease by using any of the available modes of payment, such as Cash, Cheques, Credit Card.
8.Prabhudas Lilladher Pvt. Ltd.
Established in the year 2019, Prabhudas Lilladher Pvt. Ltd. in Palam Extension, Delhi. Prabhudas Lilladher Pvt. Ltd. in Palam Extension has a wide range of products and services to cater to the varied requirements of its customers. The staff at this establishment are courteous and prompt at providing any assistance.
9.Angel Broking Pvt Ltd
Established in the year 2015, Angel Broking Pvt Ltd in Moti Nagar, Delhi. This business employs individuals that are dedicated to their respective roles and put in a lot of effort to achieve the common vision and larger goals of the company. In the near future, this business aims to expand its line of products and services and cater to a larger client base.
10.Value Ur Income
Established in the year 2007, Value Ur Income in Palam Village, Delhi. The belief that customer satisfaction is as important as their products and services have helped this establishment garner a vast base of customers, which continues to grow by the day. This business employs individuals that are dedicated to their respective roles and put in a lot of effort to achieve the common vision and larger goals of the company. In the near future, this business aims to expand its line of products and services and cater to a larger client base.
To make the best profits on your money and want to know the best mutual fund to invest in 2019 India, Get in touch with the team of experts at Wealthbucket where our aim is to simplify compliances. Moreover, feeling confused in trusting an agent, don’t worry we will resolve your problem by just clicking here: Insurance Agent.
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