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 and structure our advice to suit your goals and investment needs. In addition, we are providing direct mutual funds so there are no additional costs and it is akin to buying directly from the mutual funds itself.
Our core philosophy is to enable customers to meet their goals through passive investing and the right asset allocation. We believe that passive investing is the best way for a common individual to invest as they provide market returns and at an extremely low expense ratio as compared to active funds.
You can always invest directly through each AMC’s (fund house) website. However you will have to create an account with each AMC whose funds you want to buy. You will have to undergo the KYC process with each AMC, provide bank details to each AMC, and then transact separately on each AMC’s website. You won’t get portfolio analytics or monitoring ability.
We are a SEBI Registered Investment Advisors (RIA). We make no commission on any mutual fund purchased by you through us. We do not charge a fee for purchasing funds through our platform. We are under no pressure to mis-sell you any mutual funds for high commissions. You can be confident that our advice is transparent, unbiased and catered to your situation.
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. ...
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 does investing through Glide Invest mean more returns?
At Glide Invest, we only sell direct plans of mutual funds. Regular plans contain a distribution commission that is paid by the Fund to the distributor or broker who sold you that plan. This forms the part of the fund expense ratio and it is deducted ...
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 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 ...