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• 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 does my broker or agent make money when I invest in Regular plans?

  Financial agents offer you advice on mutual funds for free. But there is no free lunch.  They get paid from the expense ratio charged to you. A regular plan expense ratio will contain the commission to be paid to the agents by the AMC and the ...

• How can I bring my current funds to your platform? Can I map them to my goals?

  You cannot transfer or migrate your funds from one platform or advisor to another. Your best alternative is to STOP investing on those platforms and setup new SIP orders in Funds or setup new Goals on Glide Invest. Look at it as an opportunity to: ...

• Funds I want to invest in are missing. How do I invest in them?

  At Glide Invest, we plan to make the direct plans of mutual funds from all 41 fund houses available on our platform.  We are still in the process of signing up with various fund houses.  Please be patient while our team works tirelessly to get every ...

• How can I find out if I have invested in a regular plan or direct plan?

  Investments made through a financial intermediary like a bank or a broker are usually regular plans. If you have invested through a financial planner and he/she has advised you on what to buy, done all the paperwork himself/herself and has collected ...