InvestoSure only deals with Direct Plans that do not pay us a single paisa of commission when sold.
But the returns of these are much superior to Regular Plans that most other Mutual Fund
Distributors deal with, as the expense ratio (i.e. the amount charged by the fund for sustaining its
operations) for Regular Plans are higher than that of Direct Plans. This is because when you invest in
a direct plan, the AMC does not have to pay a commission to the distributors, and thus they do not
charge distributor expenses/trail fees/transaction charges.
Personalized Financial Planning
The questionnaire we designed helps assess your risk profile, and our propriety algorithm then
suggests an asset allocation that best represents your risk appetite. The algorithm also optimizes
your portfolio by selecting funds that show the least covariance within your asset allocation. This
helps during times of economic slowdowns, where such a portfolio will reduce the overall impact of
the downturn on your invested amount.
Our algorithm also continuously monitors your portfolio, and gives suggestions for Portfolio
Reallocation whenever corrective actions need to be taken, or profits need to be booked to ensure
that you get the maximum returns as per your risk score.
The transactions are fully secure as the transaction takes place through the BSE, where you directly get the units into your account from the BSE.
InvestoSure is officially registered with the industry regulator SEBI and with AMFI, UIDAI, and BSE.
All our data and web services are hosted with 24x7 physical and electronic security and our network
communications are secured with 256-bit encryption.
We at InvestoSure work on a no-commission basis when dealing with Mutual Funds. We do this to
provide our clients with the best possible returns for their portfolio. Thus, we charge a nominal fee
of Rs. 100/- per month for the services that we provide once the value of your portfolio exceeds Rs.