About
How I work, and what I won't do
Plain answers to what happens when you message me, what I will do for you, and what I will not.
A first call, step by step
- You message me on WhatsApp. Nothing goes out until you tap send.
- I reply with a time, usually within a few hours.
- We talk for 30 minutes about your goals. There is no obligation to invest.
- If you want, I send a one-page written summary of what we discussed.
What I do
- Explain things in plain words.
- Show you the cost of any fund I mention.
- Put what we discussed in writing.
- Answer in English or Tamil.
What I won't do
- Push a product you did not ask about.
- Promise or imply a return.
- Ask you to invest or pay on the call.
- Phone you unless you ask me to.
Before you invest
- Complete KYC. It is mandatory for every mutual fund investor.
- Add a nominee, or choose to opt out in writing.
- Read the scheme documents: the Scheme Information Document, Key Information Memorandum and factsheet on the fund house website.
- Ask me whether a plan pays me a commission. Direct plans pay no distributor commission and cost less; regular plans pay the distributor.
Who I am
AMFI-registered Mutual Fund Distributor, Trichy.
ARN-311721 · Verify on AMFI
I am an AMFI-registered mutual fund distributor, not an investment adviser. I earn a commission from fund houses when you invest in regular plans through me. Direct plans pay no distributor commission and have a lower expense ratio, and you can invest in them without me. Before you invest in any scheme, ask me how much commission I will earn from it, and I will tell you.