At the end of every quarter, we conduct a review of your financial plan, wherein we check if your goals remain the same, factor in any changes, and reassess that your current portfolio remains a match.
Every person has to provide information on financial transactions made in a year. Autofi draws up the statement of gains and losses at the end of every financial year so you don’t have to waste your time.
Autofi reports are most sought after. They’re monthly. They’re simply worded in everyday English. Most importantly, they provide a visual gauge of your current portfolio as measured against your plan.
Do you give advice on which stocks to buy?
The simple answer is “No”. We believe retail investors are best served by mutual funds. Mutual Funds offer diversification and liquidity. Moreover, complex decisions like – ‘what stock to buy’, ‘when to buy’, ‘how much to buy’ and ‘when to sell’ – are taken by professionals.
Do you only deal in mutual funds?
For most of our clients, mutual funds are the primary investment vehicle. We use mutual funds to help our clients invest across asset classes – equity, debt, precious metals like gold & silver, and real estate. For clients with larger portfolios, we also invest via PMS products and Peer-to-Peer lending.
How do I know we are a right fit?
We are serious about money.We don’t like speculating. We don’t believe anyone can predict what the markets will do next. We believe in long-term investing, rather than taking an ad hoc approach. We believe an investment strategy must be dependent on a client’s circumstances and goals (one size doesn’t fit all). If you think similarly, we are probably a good fit.
How do you charge for your services?
No. As per industry regulation, our income comes from mutual fund houses. On an average we earn around 0.50% commission on the value of your assets under our advice.
How do you work?
If you want to explore working with us, do get in touch. We will fix up a video call, in which we understand your requirements. After this we work on your investment plan and share the details over a subsequent call. There is no obligation on you to work with us after this consultation.
Do you have any other products?
We have two other products that we are quite proud of. A bill payment service which is one of its kind. Contact us if you want to know more. The second is a home loan product that helps you save lakhs of rupees. Details of this product are on our site.
I don’t have a lot of money to invest.
Not a problem. In fact, that’s more of a reason to have a discussion with us and get started. If you are serious about investing for the long term, contact us.
Still Have Questions?
Don’t hesitate to reach out to us anytime
Disclaimer: Investments are subject to market risks. Please read all Scheme Information Documents (SID) /Key Information Memorandum (KIM) / addendum / other related documents carefully before investing. Please note that past performance is no indicator of future returns.