Frequently Asked Questions
Why Omkaara Wealth?
Being
founded by a mutual fund distributor with the credentials of being a CA and having cleared all levels of the CFA curriculum, clients can benefit from our ability to conduct rigorous analysis of mutual funds, assess risks, and make informed investment decisions.
How much should one invest in Mutual Funds?
The
amount one should invest in mutual funds depends on a variety of factors such as financial goals, risk tolerance, time horizon, and current financial situation. Please get in touch with us to create a mutual funds portfolio based on your circumstances.
Why choose Regular over Direct for Mutual Funds investment?
As
per us, choosing to invest via a professional can assist one in optimizing their overall portfolio
returns. While direct investing can save commission costs, it may result in sub optimal portfolio returns
which can prove to be costlier than commissions in the long run.
What should be the Investment horizon?
With a longer investment horizon, the likelihood of achieving superior returns increases. For example, investing in NIFTY 50 for five years since its inception significantly minimizes the risk of negative returns, with over a 70% chance of returns exceeding 10%.
What are your fees?
As mutual fund distributors, we earn brokerage directly from AMCs and cannot charge fees to investors. The AMC's overall cost, inclusive of our payment, varies from 0.2% to 2.5% p.a., adjusted in the NAV of the units based on the portfolio instruments used.
Are there any guaranteed returns?
Per SEBI regulations, we cannot guarantee minimum returns. Historically, many investors have experienced favorable returns over the years through well-managed and diversified mutual fund portfolios. However, past performance doesn't ensure future results.