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Mutual Funds
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Mutual Funds
Often people think approaching an advisor for Mutual Funds is going to cost them an arm and a leg, but at National Bull we have a systematic approach for investment for all kinds of investors through a modern and digital approach.
Mutual funds are ideal for investors who want to invest in equities but do not have sufficient time and expertise to pick winning stocks. Mutual fund investments give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefits.
The approach is simple and understandable without any hidden charges. Our motto is making our client wealthier through proper advice, monitoring portfolio at regular intervals, clear communications and support through our friendly and knowledgeable team. This has been a continuous journey since 2004.
National Bulls offer you a simple and convenient way to invest and manage your personal finance thru mutual funds with over 30 AMCs. Following are the benefits of taking equity exposure thru Mutual Funds:
- Disciplined investment approach
- Invest via Lumpsum and SIP mode
- Investments can be done for as low as Rs 500
- Low transaction cost
- Diversification of portfolio
- Liquidity and Tax benefits
- Reduced risk of investing
Our MF Team
Our Approach
- One-One meeting either in person, web conference to understand the client’s financial goal.
- Keeping in mind the need and the risk appetite plus the funds available for investment , the advisor will devise suitable investment plan and offer options to choose from.
- The client is given some time to think and confirm the investment option.
- The specialized onboarding team ensures a smooth onboarding with account opening formalities.
- The dedicated operation team ensures smooth day to day investments and regular monitoring and review of portfolio.
- We have a fully digital approach which helps our clients monitor their funds performance on real time basis.
- Besides, our Friendly Team is always ready to help with the queries and support related to client’s accounts.