Why do we need mutual funds for investment? Hexagon Wealth Advisor Explains


Posted January 3, 2018 by FundsInvest

Hexagon Wealth Advisor is one of the top Mutual Fund Advisory Company located in New Delhi, India. They are a team of professionals who are highly experienced and extend seasoned advice to their clients about investment.

 
January 3rd, 2018, New Delhi, India - Very often we think that we don’t have any need for mutual funds in our portfolio and that our traditional investments are enough to meet our future financial goals. But with changing economic times, we need to think long-term and here best financial advisors can help us. Hexagon Wealth Advisors, a reputed company helps people reach their financial goals. Being SIP advisors in India, they have immense knowledge about best finance tools that can generate desirable returns with minimum risk possible, as they are quite aware about market environment.

Whether you do it yourself or choose an expert for financial advice, you are actually choosing an advisor for your process. Do you enjoy the financial planning and investment research, it’s a complicated work and you need to find answers for yourself which could be difficult to achieve. Because time is a big factor and you may have other important work for yourself.

There are several reasons why any financial advisor still chooses mutual fund for their clients. Mutual funds offer the advantage that most of the other products do not have. An Advisor creates a balanced portfolio for the client keeping in mind his short term and long term requirements.

According to the spokesperson of Hexagon Wealth Advisor, the popular mutual fund advisors, “Mutual funds are fundamentally a tool for asset diversification. Each mutual fund acts as a company that pools assets in a professionally managed portfolio of securities so that all the investors is entitled to a proportional share of the portfolio. Without this kind of service, investors are likely to purchase different stocks and bonds. This, in turn, would mean that they have to spend lots of money on individual securities which may not be feasible”.

In reality a standalone tax saving consultant in India do not suggest so much of investment in different securities as they do not relate the investment to investor’s goal. An advisor, therefore, may lean on the mutual fund to provide enough diversification for investors, taking care of tax saving needs of the client as well as their long term goals.

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 tries 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]
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Contact Email [email protected]
Issued By Hexagon Wealth Advisors
Website https://www.hexagonwealthadvisors.com/
Phone 011-24374121
Business Address 1/14, Double Storey
Near DAV School, Jungpura Extension
Country India
Categories Finance
Tags mutual fund advisors , sip advisors in india , tax saving consultant in india
Last Updated January 3, 2018