What’s the point of holding your mutual funds in demat mode and incurring charges? Not just that, the investments are in regular plans or commission oriented plans. Can you switch such mutual fund investments to direct plans? Let’s find out. A reader recently sent this query. I hold a number of MF in regular plans […]
Outlook Money Coverage on Direct Plans
Unovest has been covered in the Feb 2018 issue of Outlook Money, a personal finance magazine in India. The cover feature takes up the issue of consumers of financial services going direct. As noted in the article, there is an increasing trend of more people opting for the direct route for various financial services offerings […]
Invest in Direct Plans of Mutual Funds – Do it yourself with Unovest
Everyone wants to invest in direct plans. And that’s the problem. Don’t get me wrong. The direct plan is the best thing to happen to an investor. You can now hire an investment manager, that is, invest in mutual funds directly without going through an intermediary or paying a commission. You need not buy funds […]
Are direct plans charging more expenses?
ET Wealth, in its April 17, 2017 edition carried a debate on “Are mutual fund direct plans overcharging investors?” Here’s the link on ET Wealth about that debate. http://economictimes.indiatimes.com/wealth/invest/are-mutual-fund-direct-plans-overcharging-investors-heres-what-experts-say/articleshow/58189834.cms There were 4 views on the topic. I weighed in too. The following is an expanded version of what is published there.
How to easily invest in direct plans of mutual funds?
Do you know you can invest in direct plans of mutual funds on Unovest. Yes, that’s right. No strings attached! No hidden charges! No transaction charges! Just open an account and start building your mutual fund portfolio right away. Here’s a step by step process of how you can invest in direct plans of mutual funds on […]
Regular vs Direct Plans of Mutual Funds – Some FAQs
The debate on regular vs direct plan continues. Active commentary from both sides to bring out the virtues of the respective options is taking place. Where does that leave you, the investor? Some of you have been very confident and moving your holdings from regular to direct plans. You are not too happy with the value add […]
