Mutual Funds
- Thread starter amda
- Start date
- Replies 94
- Views 23,926
Equity savings type for 1-2% extra than FD - risk quite low in long term (1 year +)
Don't go for mid and small caps, small case or other fancy private asset management.
Pick direct fund with reasonable expense ratio. Check if any lock-in exists.
There is no true low risk fund in equity, you can only control equity : debt ratio of your overall investments.
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Edelweiss Balanced & Equity Savings, Paragh Parikh Flexi, Navi nifty 50
@Jonas
Don't go for mid and small caps, small case or other fancy private asset management.
Pick direct fund with reasonable expense ratio. Check if any lock-in exists.
There is no true low risk fund in equity, you can only control equity : debt ratio of your overall investments.
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Edelweiss Balanced & Equity Savings, Paragh Parikh Flexi, Navi nifty 50
@Jonas
Few weeks back Kuvera app got updated, and now it has Black and White theme with completely new UI compared to dark Blue UI earlier.
After app got updated, it asked me to enter login credentials again, and then asked for some permissions and OTPs.
After entering OTPs, it imported Mutual Funds outside from Kuvera as well as Stocks from HDFC Securities.
App shows redeem option for Mutual Funds which are not taken on Kuvera, so does it mean I can do transaction on those Mutual Funds as well from Kuvera? Those Mutual Funds are handled by my CA who also has his own app, but it does not allow to start SIP or even redeem. For starting SIP, one time investment or redeem, I have to call CA, and he generates some link to perform these transaction.
After app got updated, it asked me to enter login credentials again, and then asked for some permissions and OTPs.
After entering OTPs, it imported Mutual Funds outside from Kuvera as well as Stocks from HDFC Securities.
App shows redeem option for Mutual Funds which are not taken on Kuvera, so does it mean I can do transaction on those Mutual Funds as well from Kuvera? Those Mutual Funds are handled by my CA who also has his own app, but it does not allow to start SIP or even redeem. For starting SIP, one time investment or redeem, I have to call CA, and he generates some link to perform these transaction.
Tip: Use kuvera website on mobile its same as desktop, no need of app.
Kuvera was sold to Cred last year now they are ruining the interface, the otp you shared was for giving permission to import your MF portfolio (new sebi guidelines).
Earlier you could import all your MF through CAMS manual pdf upload. And this portfolio import feature is available on all digital platforms likes groww, kuvera etc.
All your funds can be sold from kuvera including managed by CA.(mobile, email, pan should be same) But you cannot manage SIP created by your CA, those are regular funds which means your CA gets a cut and so far kuvera only allows direct funds.
Only if your CA MF folio are in demat format then you can only view them on kuvera and cannot sell/buy.
Kuvera was sold to Cred last year now they are ruining the interface, the otp you shared was for giving permission to import your MF portfolio (new sebi guidelines).
Earlier you could import all your MF through CAMS manual pdf upload. And this portfolio import feature is available on all digital platforms likes groww, kuvera etc.
All your funds can be sold from kuvera including managed by CA.(mobile, email, pan should be same) But you cannot manage SIP created by your CA, those are regular funds which means your CA gets a cut and so far kuvera only allows direct funds.
Only if your CA MF folio are in demat format then you can only view them on kuvera and cannot sell/buy.