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Kanhaiya Bharti

Learning Sales || Gr... • 1y

You know the best ways of saving money, but your investments are low and your bank account wipes out in the first 15 days from the day salary credited in your account.💰 As information symmetry get established, stocks, and mutual funds became the ma

kamal p

Tech-enthusiast • 1y

Is there a white space for new entrant in mutual fund space ? Like maybe a company which is expert in rebalancing the mutual funds for better returns rather than targeting customers for selling new mutual funds ?

Kanhaiya Bharti

Learning Sales || Gr... • 1y

Ideally, it is the task of each Mutual Funds Distributor to first know the client risk profile and understand the expected returns and objectives of investment. Then, he should advise. But, for better commissions, they just start selling it. Very soon, we are releasing our own Mutual Funds platform where we will help investors educate and decide on their investment journeys. The idea is in pipeline.

1 replies

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kamal p

Tech-enthusiast • 1y

I believe if a platform sells the idea of rebalancing for better profits rather than just saying new mutual fund selling platform, it is still a whitespace. What you think ?

1 replies

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