Grateful to share that AssetPlus has crossed 5000 Crores in Mutual Fund AUM!
This is a strong validation of our thesis that MFDs play a critical role in increasing financial literacy and creating wealth for their clients.
To everyone who has trusted us — our clients, partners, team, and early believers — thank you!!
We have a long journey ahead of us, and we remain committed to building responsibly and with purpose.
@awanish94@Nithin0dha @Bhupi_InCred @8roadsventures@vcatsindia
#MutualFund #Fintech
After having tracked the MF SIP stoppage ratios for quite sometime now, the most obvious insight is that investors are modifying/canceling their SIPs too frequently.
https://t.co/6kEcnNRuZC
I expect there are a large number of investors who came in the last 1-2 years who are shuffling around their SIPs due to markets being flat, and patience is slowly growing thin.
If this is the case, a single year of 20-25% fall is all that might be needed to unravel India's SIP engine!
#SIP #MutualFunds #Investing
Extremely well thought and written. Thanks for sharing this.
I’m able to zoom out and see how this phenomenon is spreading even in developing countries where the young folks each much lesser. And it can be dangerous.
Do you feel at some point, if folks continue to lose money on such high variance bets, they’ll eventually be tired of their losses and go back to a stable grind?
After having tracked the MF SIP stoppage ratios for quite sometime now, the most obvious insight is that investors are modifying/canceling their SIPs too frequently.
https://t.co/6kEcnNRuZC
I expect there are a large number of investors who came in the last 1-2 years who are shuffling around their SIPs due to markets being flat, and patience is slowly growing thin.
If this is the case, a single year of 20-25% fall is all that might be needed to unravel India's SIP engine!
#SIP #MutualFunds #Investing
Thanks for writing in the concern.
As an organisation, we haven’t marketed to clients directly. Some top of the mind points.
1. We are regulated by AMFI, IRDA, PFRDA and have all necessary licenses in place
2. All transactions are executed at BSE and at no point does money touch our account. Account statements are sent by AMCs directly.
3. We are fairly large with 7000 Crores managed in MF and sizeable digital presence with thousands of ratings/reviews on playstore
4. Prominent shareholders like Mr. Nithin Kamath (public info)
Usually one or more of the above points instill required confidence. However, open to suggestions or any specific requests you think can help. Feel free to DM.
My podcast about MFDs on PowerUp money - a Direct plan platform, to help their audience and customers get a balanced view on MFDs & Regular plans.
Transparent conversations on all things MFDs including tough questions.
Thumbnails/titles might not represent the actual tone of the conversation.
https://t.co/0Ddmb9U9QI
My podcast about MFDs on PowerUp money - a Direct plan platform, to help their audience and customers get a balanced view on MFDs & Regular plans.
Transparent conversations on all things MFDs including tough questions.
Thumbnails/titles might not represent the actual tone of the conversation.
https://t.co/0Ddmb9U9QI
A common question from many investors these days - Markets are at an all time high, but my portfolio last 6/12 months returns are quite poor.
Main reasons being
1. Headlines refer to Nifty/Sensex but most investors hold diversified portfolios across large/mid/small. Midcap Index is at 1%, and Smallcap at -12% past 1 year.
2. Although Nifty did hit all time high, it was just about the same level in Sep 2024.
Investors should ignore the noise around all time high, and view their returns vis a vis the right benchmarks.
A common question from many investors these days - Markets are at an all time high, but my portfolio last 6/12 months returns are quite poor.
Main reasons being
1. Headlines refer to Nifty/Sensex but most investors hold diversified portfolios across large/mid/small. Midcap Index is at 1%, and Smallcap at -12% past 1 year.
2. Although Nifty did hit all time high, it was just about the same level in Sep 2024.
Investors should ignore the noise around all time high, and view their returns vis a vis the right benchmarks.