Can I opt-in for Glide Invest investment advisory services and opt-out from Motial Oswal Distribution services?
Yes. You can opt-out of distribution products/services that you are currently availing from other entities of the Motilal Oswal group, complete a cooling-off period of 3 months, and then contact us through a support ticket from the app.
We will re-verify your status with our internal database and then enable you to continue with your KYC status. We need to ensure that we are compliant with all guidelines and regulations set by SEBI.
In the meantime, you can continue to browse the mutual funds on the app and setup goals for yourself. If you need any further assistance on the same, please reach out to us through a support ticket from the Glide Invest app.
Why is Glide Invest advisory blocking me from using their services?
Glide Invest is an initiative by the Motilal Oswal group. As a leader in the financial services business, the Motilal Oswal group has multiple entities that provide several services to investors, including Broking and Distribution, Mutual Funds, ...
I wish to gift my mutual fund units to my children or someone else. Can I do the same?
As per SEBI regulations, mutual funds cannot be transferred through a Gift Deed to anyone. However, if you would like to gift mutual fund units to someone, you will either have to bequeath the units to the person whom you want to gift through a Will ...
What are regular plans and direct plans?
All mutual fund schemes offer two plans - Direct and Regular. In a Direct Plan, an investor has to invest directly with the AMC or with an online robo-advisory platform, with no distributor to facilitate the transaction and no investment advice. ...
How is Glide Invest different from other platforms like banks, brokers, financial planners etc.?
At Glide Invest, our only aim is to facilitate our customers to invest in order to fulfil their goals. We offer goal based investing where you will select a predefined goal e.g. retirement, child’s marriage, etc and our algorithm will provide you ...
Why should I invest through Glide Invest?
Glide Invest provides a unified platform through which you can invest across Mutual Fund houses, by registering only once. You get a unified dashboard to review and track the performance of your investments. We also provide risk profile analysis ...