FAQ

Money Manthan tries to understands what are the requirements of the clients by asking few questions and they are as follows.

• Age
• Amount of Investment
• Time Horizon of the investment
• Risk Profile of the investors

Once these Data’s are provided by investors, then Robo-Advisor dynamically creates Financial Plan based on the data provided by investors.
The Financial plan shows how much should be allocated to which asset class and among that asset class what should be allocation to various schemes. It also shows how has the fund has performed in the past and what are the future expectations from it.

The basic idea of Money Manthan is that it will recommend low cost and simple products. Mutual funds are the best low cost products in the industry. Expensive products never gives higher returns as most of the gains are eaten up by the product manufacturers & advisors. In case of Mutual funds if you invest in Mutual funds then you are taking less risk and you will ultimately end up making higher returns.

Money Manthan recommends funds in such a way that your money is invested a basket of funds which are well diversified across various strategies and which are tax efficient and which are less risky. The Portfolio of the funds is prepared in such as way that funds are diversified across fund houses, fund managers, investment strategies etc. The whole idea is to maximize the risk per unit of return and reduce the volatility.

Yes all the investment would be made in your name only. All the investment will be in your control. Money Manthan is here only to help you in making good returns in an efficient manner.