We at Sree Investment Advisory Services ponder over the fundamental question “Why Choose a Distributor?” every now and then. Why should an individual or a family trust their hard earned savings in the hands of an entity or an individual. This is all the more relevant today as Investors can invest directly and save a part of their expense. This is surely tempting. Ease of investing online and saving part of expense is alluring. However, this Is just one part of the story. With over 2000 schemes in debt and equity category the choice of the scheme has to be correct. Going forward consistent monitoring of investments becomes extremely important. Add to this various servicing needs like change of bank, updating of address, email ID’s, statement of capital gains etc. Hence, a Mutual Fund Distributor may be indispensable. The moot point is “is engaging a distributor worth it ?” . Totally. We shall give you all the tools to make decisions on your own. Weather it is rebalancing of the portfolio with the changing market and political conditions or weening out existing non performing schemes.
