Mutual Fund Distributor
It would make sense to choose an appropriate financial distributor who can help manage your investments
Check how well qualified the distributor is in terms of education and what kind of knowledge and experience he or she possesses. The mutual fund distributor should have good knowledge of different asset classes such as equity, fixed income and gold.
He and his team should be in a position to decipher and understand how these asset classes would be affected by various domestic and international events. The distributor should be able to identify products that will meet your life stage requirements as and when they are needed.
It is important for a distributor who you entrust your money with to be accessible. The distributor or his team should be able to answer your queries within a reasonable period of time and should be accessible by whatever means of communication you choose which could be telephonic, email and meetings. Time is of essence in the financial world and he should be able to execute your investments quickly.
One can invest in Mutual Funds by submitting a duly completed application form along with a cheque or bank draft at the branch office or designated Investor Service Centres (ISC) of Mutual Funds or Registrar & Transfer Agents of the respective the Mutual Funds.
One may also choose to invest online through the websites of the respective Mutual Funds.
Further, one may invest with the help of / through a financial intermediary i.e., a Mutual Fund Distributor registered with AMFI OR choose to invest directly i.e., without involving or routing the investment through any distributor.
A Mutual Fund Distributor may be an individual or a non-individual entity, such as bank, brokering house or on-line distribution channel provider.
One can choose to invest online, as platforms these days have all necessary safeguards to ensure secure investing. It is really more a matter of comfort and convenience.