Mutual Fund investments with financial advisors

Connect with a professional financial advisor who will manage your mutual fund investments

Your Age
How much do you want to invest per month?

Chatting with an advisor is free. You will be introduced to an advisor in the next step.

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Expert Advisors

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No Upfront Fees

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Periodic Review

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Your Money is safe

What are our clients
saying?

quotesAnantha (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.reverse-quotes

Amit Jhunjhunwala

Amit Jhunjhunwala

Software Professional, USA

quotesIt 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.reverse-quotes

Rushabh Sheth

Rushabh Sheth

Managing Director, Mumbai

How does it work?

1

Chat with an advisor

Chat with an advisor

DhanWise assigns you an adwisor. Ask them questions, tell them about your requirements

2

Start Investing

Start Investing

The advisor will assist you in doing your KYC and will suggest mutual funds for you

3

Advisor is always there on call

Advisor is always there on call

Advisor will monitor your porfolio and suggest changes, if required. Advisor is always available on call.

How much does it cost?

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.

Why go with DhanWise?

> 50 Cr

Assets

10+ years

Experience

Expert Advisors

Our advisors manage over Rs 40 crores of mutual fund assets and on an average have 10+ years of experience in financial markets.

Expert portfolio management

Expert portfolio management

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.

Your money is safe

Your money is safe

When you purchase or sell mutual funds, money flows directly between your account and the mutual fund, without coming to DhanWise.

Ready to grow your wealth?

Your Age
How much do you want to invest per month?

Chatting with an advisor is free. You will be introduced to an advisor in the next step.

A bank FD with an interest of 7% will not help you grow your wealth

FAQs

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.

What is 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.

No. When you invest through a DhanWise advisor then you will be investing in regular mutual funds.

How do mutual fund commissions work?