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Showing posts from May, 2025

10 Reasons You Should Have a Portfolio Review

Investing in mutual funds is a smart way to build wealth in India. But investing once and forgetting about it may not take you far. Just like a regular health check-up keeps you in good shape, a portfolio review ensures your investments are aligned with your financial needs. Here are 10 strong reasons why reviewing your mutual fund portfolio is important for every investor. Aligns Your Investments with Your Needs Over time, your life needs may change. You might start planning for your child’s education, a new home, or your retirement. A portfolio review helps you adjust your mutual fund investments according to your current needs and life stage. If your financial priorities have shifted, your portfolio must reflect that change. This keeps your investments need-focused and relevant. Checks Fund Performance Not all mutual funds perform well all the time. Some schemes may start well but underperform in the long run. By reviewing your portfolio regularly, you can compare each fund’s...

Top 5 Benefits of Becoming a Mutual Fund Distributor

In today’s evolving financial landscape, the mutual fund distribution business has emerged as a promising career path for individuals who are passionate about finance and investment advisory. Whether you’re a finance professional looking to diversify your income streams or a newcomer seeking a profitable venture, becoming a mutual fund distributor can be a lucrative and rewarding choice. Let’s explore the top 5 benefits of venturing into this business: Regular Income through Commissions: Mutual fund distributors earn income through commissions on the investments made by their clients. These commissions can be of two types: Upfront Commission: Earned when a client makes an initial investment in a mutual fund. Trail Commission: A recurring commission received as long as the investment remains active. This creates a steady income stream, making the distribution business financially sustainable in the long run. Additionally, as you grow your client base and en...