MFDs help investors make informed decisions by offering expert advice on mutual fund selection based on individual financial needs. This can be particularly helpful for new investors who lack knowledge or experience in the financial markets.
They assess the client's financial situation and provide customized mutual fund recommendations that align with the investor's goals, risk appetite, and time frame.
MFDs typically offer a wide range of mutual funds from different AMCs, providing investors with more options compared to what they might find directly on the AMC's platform.
The distributor simplifies the process of investing in mutual funds by handling the documentation and transactions for the investor, which saves time and reduces confusion for those unfamiliar with the investment process.
MFDs provide ongoing services, including monitoring the performance of investments and making recommendations for portfolio adjustments. They help investors stay on track with their long-term financial objectives.
While distributors primarily sell regular mutual fund plans, they also facilitate investments in direct plans (with lower expense ratios), which may be beneficial for cost-conscious investors.
MFDs ensure that all transactions are compliant with regulatory standards and that investors are kept informed about any changes in the market or rules affecting their investments.
MFDs provide personalized investment advice to clients based on their risk profile, financial goals, and investment horizon. They help clients select the most suitable mutual fund schemes (equity, debt, hybrid, etc.) from various AMCs.
MFDs are responsible for distributing mutual fund products to investors. They may offer products from various AMCs, giving investors a wide range of choices.
MFDs help investors complete the necessary paperwork and execute buy or sell orders for mutual fund units. This may include guiding investors through the KYC process, completing forms, and submitting them to AMCs.
They may provide ongoing services like portfolio monitoring, rebalancing, and helping clients with redemptions, transfers, and switches between mutual fund schemes.
MFDs play a key role in educating investors about the basics of mutual funds, asset allocation, risks of different investment types, and the importance of long-term investing.
They ensure compliance with regulatory requirements set by the Securities and Exchange Board of India (SEBI) and other governing bodies.
Insurance agents, CAs, financial professionals, or anyonepassionate about helping others invest wisely
To register as an MFD with Kedia Capital, the following criteria must be fulfilled:
