Our service in Mutual Fund
»Wealth First does in-depth research with set of statistical tools on various mutual fund schemes. The fund which has outperformed benchmark indices consistently is the main criteria for recommendation. Investors can purchase, sale or switch mutual fund units from our portal.We provide following expertise for Mutual Fund Investment:
» Experienced and Mature Mutual Fund Advisory Team
» Unbiased, objective Counsel
» Focused expertise across all Funds
» Client Centric Work Model
» Investment Process For Mutual Fund Investment
Wealth first’s Financial Advisors meet, interact, discuss, analyze, understand and internalize the needs, hopes and plans of each client. This insight is then passed on to a team of strategist who formulates a scientific investment blueprint for each client to meet his profit expectations and in sync with his risk appetite.
Each investment blueprint has the following components
An in-house research division that keeps track of mutual funds and devise personalized strategies for each client.
The Fund selection is strategize as per the risk appetite of each client across the asset classes.
Every fortnight, Wealth first Financial Advisor undertakes an overall review of the portfolios they currently handle with a broader profitability perspective.