Zen Capital is into mutual fund and PMS distribution. It is associated with NJ Wealth Indias largest mutual fund distributor having a AUM of more than 1.60 lac crores.A good investment advisor or mutual fund distributor is one who is able to connect the investors needs with the features of various schemes and advice based on the investors risk appetite.
To empower investors by providing personalized financial guidance and access to a diverse range of investment opportunities, enhancing their financial well-being and fostering long-term wealth creation.
To become the most trusted and preferred partner in financial advisory services, recognized for our unwavering commitment to understanding and fulfilling the unique investment goals of each investor, while upholding the highest standards of integrity, transparency, and excellence.
Usually, when people select a scheme themselves, they do so based on its past performance. They don’t consider that past performances may not be sustained.
Evaluation of schemes is a function of various attributes of the schemes, e.g. scheme objective, investment universe, the risks that the fund is taking,etc This requires the investor to put in time and efforts
The investor also needs to have the requisite expertise to be able to understand the features and nuances as well as the ability to analyse and compare from among many options.
More important than investing in the best scheme, it’s important to invest in a scheme most appropriate or suitable to the investor’s current situation.A good advisor will be able to take decision better.
Once the portfolio is constructed, regular monitoring of the scheme characteristics and portfolio is required, which is an ongoing job. A Good advisor/distributor helps you review these schemes too.
A good distributor of mutual funds or an investment advisor would be qualified and trained for all of the above responsiblities.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
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"Zen Capital is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions. "
Zen Capital is into mutual fund and PMS distribution. It is associated with NJ Wealth Indias largest mutual fund distributor having a AUM of more than 1.60 lac crores.A good investment advisor or mutual fund distributor is one who is able to connect the investors needs with the features of various schemes and advice based on the investors risk appetite.
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