How to choose an advisor or distributor of investment funds?


Posted January 21, 2019 by FundsInvest

Before investing our money, we must ask the characteristics, costs, and commissions of each distributor in relation to each investment company. How to choose an advisor or distributor of investment funds?

 
Before investing our money, we must ask the characteristics, costs, and commissions of each distributor in relation to each investment company. How to choose an advisor or distributor of investment funds?

To be able to choose a good advisor or Best Mutual Fund Distributor where to invest our money, we have to reduce the options through filters that allow us to discard those that do not meet our needs and expectations.

https://www.hexagonwealthadvisors.com/aboutMutualFund.php

Introduction to investment fund advisors or distributors

There are several advisors or distributors with different options to invest in investment funds. Some investment fund advisors or distributors are independent, and others belong to a financial group.

The Mutual Fund Consultants, Distributors of Mutual Funds are entities authorized by Association of Mutual Funds of India( AMFI) , whereas registered investment advisors are authorized by SEBI.

The advisors or distributors of investment funds have the objective of distributing the shares of the investment funds, also promoting and advising third parties.

https://www.hexagonwealthadvisors.com/aboutMutualFund.php

Classes of fund distributors

The distributors can be Banks, National Distributors, Regional Distributors or Individual Financial Advisors (IFA).

They provide promotion and advice to third parties for the acquisition and sale of units of investment funds. In addition, they execute orders on behalf of third parties for the purchase and sale of units of investment funds. And liquidate sales transactions for third parties.

They essentially provide execution services and facilitate transaction for the clients.
Registered Investment Advisors:

They advise the third parties on which funds to buy or sell and take advisory fees from the client. They may or may not do the execution of clients transactions.

How to choose a Mutual Fund Consultants or Best Mutual Fund Distributor?

When choosing an advisor or distributor of investment funds, we must take into account: their education, reputation and experience, products offered, consistency in the management of their funds and quality of services.

Hexagon Wealth Advisors are one of Best Mutual Fund Distributor which helps you to manage your Mutual Fund.

About the Company
Hexagon Wealth Advisors is known in the investment market as a company that not only offers a variety of investment options but also try to ensure that suitable funds are suggested for investment through their seasoned guidance. Many people are skeptical about parking their hard-earned money in financial products about which not much is known, and here, Hexagon Wealth Advisors plays a vital role by spreading awareness about the investment of their savings in Mutual Funds. A team of highly experienced and expert advisors guides people to invest money as per their short term or long term investment goals.
The services provided by the company include Tax Saving Plan, Investment for beginners, Financial aspect of Retirement planning, Child education planning, Wedding planning and also products like Fixed deposits, Life insurance, Health insurance, Mutual funds, along with many other options.
Find out more about the company at https://www.hexagonwealthadvisors.com/
Address:
Hexagon Wealth Advisors
1/14, Double Storey,
Near DAV School, Jungpura Extension,
Jangpura, New Delhi, Delhi 110014.
Phone: 011-24374121, +91 9910911169
Email: [email protected]
[email protected]


Media Contact:
Shikha Sultan
Mob: +91 9910911169
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Contact Email [email protected]
Issued By Hexagon Wealth Advisors
Phone 011-24374121, +91 9910911169
Business Address Link Road, Jangpura Extension
Near Defence Colony Flyover and Jungpura Metro Station
Country India
Categories Finance
Tags hexagon wealth advisors , mutual funds , mutual funds advisors , sip
Last Updated January 21, 2019