Monitor Finance is an eye of expert to identify and monitor the experts on your behalf.
Monitor Finance works on “Win-Win” terms with following pattern :-
- Identification of Goal/Objective behind the Investment
- Understanding the Risk Appetite
- Discuss the recommendation and execution
- Regularly meet for the portfolio update
No, Our advise is 100% FREE OF CHARGE.
The minimum investment amount for monthly (SIP) is Rs. 500/- and for onetime (Lump sum) is Rs. 5000/-
Mutual Fund is the product which gives the range of all asset classes required to fulfill all your financial needs under professional management.
Asset Allocation is the allocation of your assets in various asset classes as per your investment objective.
Because we believe, diversification is the key of managing the risk and at the same time if one is sleeping then others are working.
SIP is a formula which means ‘rupee cost averaging’, where-in investment happens on a particular date with the same amount on a regular interval.
Re-balancing is the key to minimize the risk as per your age and financial goal.
Debt Fund is a fund which invests in fixed income instruments to generate better returns than FD.
While managing the portfolio, we provide the connect with RTAs (CAMS, Karvy, Franklin Templeton, etc) to our clients.
We provide portfolio tracker to access your investment anytime and anywhere.