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  • MF News Bharosa Club launches mutual fund portfolio check for investors

    Bharosa Club launches mutual fund portfolio check for investors

    MF investors can evaluate their portfolio by keying in details of their existing funds.
    Team Cafemutual Dec 22, 2016

    Bharosa Club, a Registered Investment Advisory (RIA) firm, has launched a free online portfolio check for mutual fund investors, says a press release issued by the company.

    This facility is aimed to help investors evaluate their portfolio on five parameters - asset allocation, commissions, fund performance, liquidity and diversification.

    In a press release, the company said that investors just need to upload their CAMS account statement on the company’s website, and they will instantly get a portfolio check done for their mutual fund investments on key parameters to determine their financial wellness. The company gives each investor a score based on the above parameters through which an investor can evaluate the overall health of their portfolio.

    After the portfolio check by the company, investors are free to decide on the next step - they can consult their existing advisors, make changes themselves on Bharosa website or take the company’s assistance in migrating their portfolio depending upon their score.

    Bharosa Club is founded by ex-Paypal founding team member Sanjay Bhargava. 

    Have a query or a doubt?
    Need a clarification or more information on an issue?
    Cafemutual welcomes all mutual fund and insurance related questions. So write in to us at newsdesk@cafemutual.com

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    2 Comments
    Sam · 7 years ago `
    What a marketing strategy !! Bharosa club gives everything free ....!! Haha... Beware investors... Your investment planning will be surely bombarded if you go for a free check up. The end result of any existing portfolio check up with these guys will be " More than 50% of your portfolio is filled up with those funds which should be dumped". You will be contacted by one of our team member to give you further assistance that too for FREE. !!

    Dear Indian Investor ,
    "Free Food is only available in Mouse Traps"- Don't fall prey to online websites. Contact a good personal financial advisor ! obviously it comes with a price, but he make sure that your hard earned money will work hard for you.
    Sachin Sangle · 7 years ago `
    Do this website knows why particular fund is included in clients portfolio. Do they know risk profile of client, cash flow required in near, medium and long term?
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