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Direct Plans of Mutual Fund

Discussion in 'Fundamental Analysis' started by surajbj, Apr 30, 2018.

  1. surajbj

    surajbj Member

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    Hi All,
    1.anyone using kuvera or mymoneysage or invetza ..?
    2.how good is reports on MF Utilities... like if am doing SIP does it show aggregate purchase NAV...?
    3.if am planing for 10 years 10k SIP, which is place to buy MF direct plan and also track it...??

    Sent from my MI 5 using DIY Technical Analysis mobile app
     
    surajbj, Apr 30, 2018
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  2. rrjain319

    rrjain319 Member

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    Hello,

    I am using Kuvera for almost 5 month now... Simple and User friendly interface.

    The best part is
    1) It is 100% free
    2) Use BSE as interface, so all your transaction is through BSE so safe..
    3) Complete control of investment and does show your avg buy price
    4) You can download your mf statement from cams, and upload in Kuvera to have a complete overview of all your mf investment purchased else where..

    You can use my invite code : 74TX9 to say thanks :)

    Regards,
    RJ
     
    rrjain319, Apr 30, 2018
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  3. rcube1972

    rcube1972 Member

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    Best options for direct plans IMHO-

    1) Direct investment
    2) Coin
     
    rcube1972, May 1, 2018
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  4. surajbj

    surajbj Member

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    Direct investment... I do agree. But 10 years n managing portfolio is not easy. So i need one point for all AMC. Is Zerodha is free...?

    Sent from my MI 5 using DIY Technical Analysis mobile app
     
    surajbj, May 1, 2018
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  5. rcube1972

    rcube1972 Member

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    Nope! As they say, there is no free lunch :D
     
    rcube1972, May 1, 2018
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  6. surajbj

    surajbj Member

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    what are the charges..? Read some where 50 Rs per Month. That is ok for me. Someone said we need to pay DEMAT A/c charges also 300 per year. Is there any fee other than this...? Each script they charge for holding Demat account every time I purchase..?
     
    surajbj, May 1, 2018
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  7. shabbir

    shabbir Administrator Staff Member

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    No they don't
     
    shabbir, May 2, 2018
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