Bharosa Launches Mutual Fund Advisory Services

NEW DELHI, July 17, 2017 /PRNewswire/ --

Bharosa- a Registered Investment Advisory (RIA) firm, has launched personalized mutual fund advisory services for its investors. The company, with over Rs. 475 crores of assets under advice currently, was earlier operating on a DIY (Do-It-Yourself) model, and has added the personalized advisory advantage to its portfolio to cater to a larger set of investors.

Bharosa's bionic advisory combines a human interface, supported by an analytical engine. Led by people who have vast experience of trading in financial products, advisory and portfolio management, Bharosa complements their wisdom with quantitative algorithms, to ensure that an investor is able to maximise returns and generate an alpha on investments.

Bharosa, a company started by ex-Paypal founding team member Sanjay Bhargava, aims to provide affordable advice and execution, integrating technology and innovation to help people make wise financial decisions. It was started with a vision to offer an innovative, fresh and honest approach to investment advisory, starting with Mutual Funds. Members can invest in Mutual Funds through Bharosa in a commission-free, open and transparent environment.

Commenting on the launch of advisory services by the company, Kamal Manocha, CEO, Bharosa Advisor says, "The launch of advisory services is the next logical step for us. We felt the need from many of our existing investors who wanted a personalized and dedicated approach towards their investments, and hence we have enhanced our offering to include advisory services apart from our existing do-it-yourself model. Also, equity and debt markets are quite dynamic in nature and hence an advisory service adds immense value by constant monitoring a portfolio and recommending an appropriate action. We are confident that our advisory will add a lot of value by augmenting our offering and allowing us to tap into newer investor groups."

Leveraging technology, Bharosa's advisory approach strives to enhance investors' return by aligning the following aspects of the portfolio - Asset Allocation; High expenses owing to Regular Funds; Underperforming Funds; Market Timing and Rebalancing; and Tax and Exit Load Optimization. Prized attractively at Rs. 250 per lakh of investment, with a maximum cap of Rs. 50000, Bharosa Advisor strives to build an alpha generating portfolio.

The launch of bionic advisory is the latest in line of innovations by Bharosa including Migration Wizard (an industry-first automated tool to efficiently shift out of regular plans of mutual funds); Free Portfolio Check (an unique, free of cost and instant mechanism for an investor to evaluate the overall health of their mutual fund portfolio); Market Linked Investing (a tool that lets investors pre-set their investments based on market PE levels to get an alpha) and Instant SIPs.

About Bharosa Advisor:
Bharosa Advisor is a Registered Investment Advisory firm, which aims to provide affordable advice and execution. Investors can invest in the direct growth plans of mutual funds (commission free) from over 25 mutual fund houses offered on the MFU platform.

To know more about Bharosa Advisor visit http://www.bharosaclub.com or call +91-9313137373

Media Contact:
Ayonava Bagchi
Young Monk Communications
[email protected]
+91-9818774606