5 signs that your Financial Advisor is not working for your best interest

If your financial advisor …..

  1. Gets paid by the Mutual Funds s/he is recommending
  2. Churns or trades your portfolio a lot
  3. Only shows up to switch your portfolio into the latest best performing funds
  4. Does not track the performance of your portfolio versus your financial goals
  5. Does not provide you with an annual and cumulative return performance

…… you may have a problem!! Learn more on how to select a great financial advisor.

Visit www.kuvera.in to invest in “Direct Plans” of Mutual Funds and save BIG on commissions!!!

#MutualFundSahiHai, #KuveraSabseSahiHai

3 Responses

  • Sampath

    April 5, 2020 AT 07:20

    I’m first time investing lump sum ammont auto pay or self payment how to press this lumpsum

  • Mahesh

    September 10, 2021 AT 21:00

    Earlier there was an option of “Smart Switch” in Kuvera, which I can’t see now. So need to know how should one switch from regular to direct SIP plan of the same AMC ?

    • Gaurav Rastogi

      September 13, 2021 AT 01:30

      Please enable TradeSmart, Smart Switch is a part of this.