Invest Mutual Fund Online

You may have built their portfolio a mix of ELSS plans, equity funds and debt funds from five to six fund houses made primarily through agents or distributors. They may help you fill the separate application forms for each distinct AMC and submit the same to the concerned Mutual Funds office. Keeping track of the paperwork for all these investments can be an onerous task. Besides, all mutual fund houses allow investors to view their accounts online, but one needs to log on to individual sites to do this. So, what's the alternative?

We provide you non-discretionary mutual fund portfolio fully 100% online services with solid way to invest. In this program you can closely work with us. You may aces from any part of the world. You can easily look at the different features of mutual funds and this will help you to understand an asset allocation model those you are comfortable with.

Indeed Yes, this is possible through us.

In this regard, SEBI has now permitted two forms of intermediation: Distribution and RIA. In the RIA framework, an advisor signs a contract with the client to provide services for transacting and maintaining of mutual funds under DIRECT PLAN only for a investment management fee at the rate of 1% p.a. on average AUA (Assets under Advice), fee payable on quarterly basis on average quaterly AUA or any fee is agreed between both parties in a separate agreement. In the distribution framework, a distributor signs an agreement with a fund house to distribute mutual funds schemes under REGULAR PLAN only for an agreed commission, which is capped by an SEBI best practice circular. You may opt for investing in mutual fund through REGULAR PLANS only, hence, NO hidden fee and No other chareges etc. will be chareged from you.

We review of your existing mutual fund portfolio, if any, we help you to design a customized Mutual Fund (MF) investment portfolio based on your Goals & Risk profile. Based on your investment objectives, amount of investment, mode of investment, goals and special requirements we make your investment plan. This will include details of the MF schemes, recommended amount & mode of investment and performance history of the recommended funds.

Seamless Online Transaction Portal (Non-Demat account) powered by *NSE

We provide you world class Stock Exchange *NSE, NMF II MFSS platform for online investing and facilitating you exclusively in mutual funds transactions Regular plans only. We will perform as requested by you. We wish to confirm that this arrangement may constitute any execution of any financial mutual fund transactions performed by us on your behalf with your written consent. Your investment advisor has undertaken to monitor and periodically review your portfolio as at your request.

User Interface with Wealth Elite Portfolio Online

With upgraded version Wealth Elite , we can empower you to be a true Wealth Manager. While any mutual funds transaction takes place through our NSE-NMF-II for REGULAR PLANS only, you will be able to get consolidated view of your investments and wealth in a single integrated presentation at your desktop login and Mobile App through provided a separate user id and password by your advisor. This online software will be given to all PrudentFP’s clients for free who intend to invest and have been investing in REGULAR PLANS only. All your mutual fund investments will be automatically tracked, and you can update yourself your other investment portfolio details manually like bank FDs, Insurance, Shares, Post office, PPF/EPF, real estate, etc. so that you can get a complete picture of your entire investment status at under one login.

Disclaimer

*This transaction portal is created by NSE (National Stock Exchange). PrudentFP doesn't hold any responsibility if your transaction fails, though it is very unlikely to happen. In case, if you are not sure about using it, you can always contact us for further help.We further do not promise that the investments you make based on this plan will be profitable. Investments are always subject to various market, currency, and economic, political and business risks. We will not be liable for any losses that may be caused directly or indirectly by such investment decisions. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.