Do It Yourself (DIY) investing helps investors rely on themselves without having to go through the hassle of being pushed into buying funds that do not suit their investment needs.
But DIY investing is hard especially when it comes to mutual funds due to the sheer volume of options available. This blog will help you learn how to get curated mutual funds.
Why It’s Important To Get Curated Mutual Funds
There are more than a thousand scheme variations available to investors. Furthermore, every mutual fund has its own investment objective, type, management style and timeframe.
Here’s the conundrum: DIY investing can help you figure things out on your own. But without a reliable advisor, it might be difficult to pick the right mutual fund from 1000+ variations for your goals.
This is where an investment app like Cube can help DIY investors with curated mutual fund recommendations handpicked by one of the best mutual fund advisors in India. Read on to know more.
Cube’s Curated Mutual Funds For DIY Investing
The Cube Wealth app gives DIY investors access to curated mutual funds by Wealth First, Cube’s mutual fund advisor. Wealth First currently has 3000+ clients and an AUM of 7000+ crores.
These curated fund recommendations are based on the fund type and timeframe:
Mutual Fund Type
Tax Saving (ELSS)
Cube also helps DIY investors build the perfect portfolio using the bucket philosophy:
Watch this video to know more about a perfect portfolio
You can build the perfect portfolio after taking Cube’s risk analysis quiz. Here’s a snapshot of the end result:
DIY investors can also benefit from the SIP options that Cube gives access to:
Download the app or speak to a wealth coach today to know more about investing in curated mutual funds using Cube.
7 Benefits Of Curated Mutual Funds For DIY Investing
Saves time and money
Based on your goals
Tailored to your risk profile
Backed by expert advice
Know what to buy and when
Know when to sell (only on Cube)
Convenient and efficient
Narrowing down the mutual fund options from 1000+ to a handful of curated mutual funds can help DIY investors save time and invest in the best mutual funds.
Not much of a reader? Watch this video to know how Cube gives you access to handpicked mutual funds.
Shriram is a Consultant at CubeWealth. He has developed cutting edge IT products for over 2 years before turning to his passion for the written word. His love for philosophy, developing products, and empowering people through quality content is what got him to CubeWealth.
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on stock picking, poring over excel sheets, financial news, analyzing market trends, tracking the Sensex, researching company fundamentals, comparing mutual funds, reading financial reports, trying to predict the future & losing your sanity!