Goal Based Direct Mutual Fund Advisory Plan
Regular Mutual Funds will have higher expense ratio compared to Direct Plans. The first two plans are for Direct Mutual funds, which will give you higher returns over Regular plans. Click here to know more. We also offer regular plans with execution support.
Regular Plan
* Commission based for Regular Plans. T&Cs
Fill Interest Form- Risk Profiling & Goal Planning
- MF Basket allocation
- Quarterly Fund Rebalancing
- Chat support
- 1-1 Advisor
- Execution Support
*Please note that the above pricing is only for Platform Fee (to maintain this platform). We are giving the Advice for FREE, since Mutual Fund Distributors aren't suppose to charge any Advisory Fee. We continue to provide this benefit to our best till we upgrade our license or if SEBI shows some mercy.
*Full refund, if not satisfied with the advice (applicable for 7 days from the date of advice), applicable for only Direct Plans. T&Cs
Frequently Asked Questions
While we only provide the investment strategy & plan, implementation has to be done from your end. If you are new to Mutual Fund investment, we are happy to guide you, post which you can invest yourself and track your progress through various direct MF investment platforms.
Also, our license restricts us to offer implementation only in regular mutual funds, not in direct mutual funds. If you are fine to invest in regular mutual funds, we are happy to serve you.
Specific to the above pricing for "Direct Plans" under Goal Based Mutual Fund Advisory Plan , In case if you are not happy with the investment plan provided. We offer a full refund, no questions asked, if the refund request is raised within 7-days of Investment plan communication date. Refund will take 5-7 Business working days. Read more here
Yes, we are an AMFI Registered Certified Mutual Fund Advisor (ARN - 334550, Valid till : 18th July 2028).
The payment has to be made upfront. While our services are rendered quarterly, the pricing provided is for one time payment.
You can reach our customer support team by emailing at hello@honvest.com.
We’re committed to providing prompt and effective solutions to ensure your satisfaction.
Yes, while we suggest direct funds, we also offer regular mutual funds. Our approach to Mutual Fund selection as per the customer's risk profile doesn't change much between direct & regular funds. In regular funds, we offer implementation support and we don't charge anything from you (we get a commission from the AMC).
Write to us at hello@honvest.com with subject "Regular Mutual Fund Advise". we will promptly reach out to you or Fill the form here, we will reach out to you at your convenience.
There are no other charges apart from the pricing mentioned for Direct plans, For Regular Plans it is commission based.
No Profit sharing as well. Profit is fully yours, please ensure to file taxes appropriately. Consult your tax advisor for the same.
In our goal based investment planning we consider tax adjusted returns while planning for your goals. To know more about taxation, read Mutual Fund taxation.
- Onboarding in our partner platform
- KYC completion as per Norms
- Training of the platform
- Monitor your investments against the plan and Returns against the goal every month.
- Rebalance the portfolio with your consent every quarter (if necessary).
Please reach us here
Unable to choose the plan?, Please reach out to us.
We assure you with an honest advice.