Anantha (DhanWise advisor) diligently prepared a personalized financial plan for me and my family. Earlier, my investments were all over the place. Anantha helped me streamline my portfolio with a goal based investment approach.
It is reassuring to know that an experienced advisor is handling my portfolio. Earlier I never really had the time to research mutual funds and monitor my investments. With DhanWise I don't have to worry about it anymore.
DhanWise assigns you an adwisor. Ask them questions, tell them about your requirements
The advisor will assist you in doing your KYC and will suggest mutual funds for you
Advisor will monitor your porfolio and suggest changes, if required. Advisor is always available on call.
Just like any other mutual fund distributor, such as HDFC Securities, SBI Caps Securities, ICICI Direct etc, your advisor will receive distribution commissions from the mutual fund company (AMC), a portion of which will be shared with DhanWise.
Typically commissions are around 1% of the portfolio for equity mutual funds and around 0.1% for debt mutual funds. Example, on an investment of Rs 10,000 in equity mutual funds, the advisor will receive Rs 100 (approx) over a period of 1 year.
Our advisors manage over Rs 40 crores of mutual fund assets and on an average have 10+ years of experience in financial markets.
You do not have to worry about your portfolio performance or making changes to it. Your advisor will keep a continous watch on your portfolio, and proactively recommend changes if required.
When you purchase or sell mutual funds, money flows directly between your account and the mutual fund, without coming to DhanWise.
No, your DhanWise advisor will receive distribution commission from the mutual fund company (AMC) based on the amount you invest through them. These commissions indirectly come from your portfolio in the form of expense ratio.
Yes, of course, if you live in the same city as the advisor. If not, you can have a phone call with the advisor or chat with them through our website/app.
It is unlikely. You can request the advisor when you chat or have a call with them. It will depend on the advisor.
Your money is safe because DhanWise only acts as an initiator of your mutual fund transactions. When you buy your money directly goes to the mutual fund company (AMC) and vice versa when you sell. It never comes to DhanWise.