Is your Mutual Fund Advisor choosing the right mutual funds for you?

There are several types of Mutual Funds. Each type of Mutual Funds is designed for different customer profiles regarding the level of risk tolerance and investment horizon.
( | Press Release | 2018-11-11 21:13:00 )
When investing in mutual funds, getting the help of a Mutual Fund Advisor has many benefits. You may think that if you make a profit, your adviser must choose the right products or you may be doing something wrong if you suffer a loss, but this is not always true. Unfortunately, no matter how talented or fortunate your financial advisor is, you cannot always predict the market. However, you should still choose mutual funds that align with your specific investment objectives.

By understanding the different types of mutual funds and how they can be adapted to meet different objectives, you will be better equipped to ensure that your adviser's investment style aligns appropriately with yours.

Investment objective:

Preservation of Capital:

Many people choose to invest in mutual funds because they can offer a high degree of stability. If your main investment objective is to preserve your initial capital in exchange for slower growth, your financial adviser should recommend bond or money market funds. Although these types of mutual funds are not big money makers, they offer a much higher level of security than other types of funds. These funds are suitable for investors looking to earn stable returns and gradually increase their wealth over time without taking too much risk.

Growth of Capital :

However, if your objective is to look for opportunities to significantly grow your wealth in the long term, then you have to choose form the basket of Equity Funds and here your Mutual Fund Advisor can help you pick the right strategies to meet your need and have a balance in your portfolio.

Request specialized advice:

In the market there are different types of mutual funds with quite advantageous investments and many alternatives. If it is the first time you will invest in this type of product, it is preferable that you look for one or more funds that adapt to the options offered by the financial system to meet the objectives you wish to achieve and advise you with experts.

Communicate your objectives to your Mutual Funds Consultants in Delhi clearly, and read all the information you provide so you can keep control of your investment and make sure your advisor is working in your best interest.


There are several types of Mutual Funds. Each type of Mutual Funds is designed for different customer profiles regarding the level of risk tolerance and investment horizon.

About the Company
Hexagon Wealth Advisors is known in the investment market as a company that not only offers a variety of investment options but also try to ensure that suitable funds are suggested for investment through their seasoned guidance. Many people are skeptical about parking their hard-earned money in financial products about which not much is known, and here, Hexagon Wealth Advisors plays a vital role by spreading awareness about the investment of their savings in Mutual Funds. A team of highly experienced and expert advisors guides people to invest money as per their short term or long term investment goals.
The services provided by the company include Tax Saving Plan, Investment for beginners, Financial aspect of Retirement planning, Child education planning, Wedding planning and also products like Fixed deposits, Life insurance, Health insurance, Mutual funds, along with many other options.
Find out more about the company at
Hexagon Wealth Advisors
1/14, Double Storey,
Near DAV School, Jungpura Extension,
Jangpura, New Delhi, Delhi 110014.
Phone: 011-24374121, +91 9910911169

Media Contact:
Shikha Sultan
Mob: +91 9910911169

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