Glossary Background

Investment Guidance Regular

One of the main advantages of regular mutual fund plans is the investment guidance provided by financial advisors or distributors. These professionals help investors choose suitable funds based on their financial goals, risk appetite, and market conditions. They also offer portfolio reviews, rebalancing suggestions, and reminders for investment-related actions. This ongoing support is especially valuable for new investors or those unfamiliar with mutual funds. The guidance can improve decision-making and reduce the chances of emotional or uninformed choices. While this service comes at a cost through a higher expense ratio, it adds value for investors seeking expert assistance and personalized advice.