Browse category by How is CAGRfunds different?

How does CAGRfunds charge zero to its customers?


September 7, 2018
At CAGRfunds, we help you to invest in “Regular Plans” of Mutual Funds. As such, we earn commissions from the AMCs (Asset Management Companies) based on the value of investments that we facilitate.  The commissions that we get are just one of the many components of the “Expense Ratios” of the funds. Since we get […]
Why you need to reallocate your portfolio in volatile markets?

Why you need to reallocate your portfolio in volatile markets?


May 18, 2018
How often have we come across the terms risk profiling and portfolio asset allocation? Okay, before you stop reading any further, let us ask you another question. Do you have that one person in your family who is a self – proclaimed doctor? That uncle who has no academic background of medicine yet has prescriptions […]
Now get rich at less than the cost of one dinner every month!

Now get rich at less than the cost of one dinner every month!


April 17, 2018
As part of our Investor Education Initiatives at Corporates, we speak to a lot of employees. And one of the first questions that we ask is – How much money do you think you need to start investing every month? And amusing as it may sound, the answer varies from a few thousands to a […]
Track Your Mutual Fund Investments Real Time

Track Your Mutual Fund Investments Real Time


March 15, 2018
Till some time ago, every family had a relationship manager who would periodically come and meet our parents and discuss his mutual fund investments with him. And that was the only time our parents could get to know how their funds were doing. This is similar to those times when the only way to send […]
2 steps is all it takes to start investing

2 steps is all it takes to start investing


March 5, 2018
Remember those times when our parents used to invite an uncle over tea to discuss where they should be investing their money? And then they would sign a pile of documents and hand over a bunch of cheques? Well, believe it or not, a large proportion of investors still follow that route. But times are […]
Our Investment Experts Cater To The Minutest Of Queries

Our Investment Experts Cater To The Minutest Of Queries


March 1, 2018
This post is quite close to our hearts. Because in many ways, it defines who we are. Let us talk about two recent examples. Example 1 The other day, we met a 35-year-old salaried individual who had not started investing yet. He knew it was high time he should start deploying his surplus money to […]
How CAGRfunds Makes Investing Simple For You

How CAGRfunds Makes Investing Simple For You


February 20, 2018
How CAGRfunds decodes the complexity of financial planning for you? When we first started this business, we went out to talk to our friends about what they thought about investing and financial planning. May we say, we were surprised with the kind of responses we got? While some of them knew bits and pieces of […]
Our Clients Love Us For The Personal Attention We Give

Our Clients Love Us For The Personal Attention We Give


February 16, 2018
Financial planning is increasingly getting algorithmic and robotic. But when we go out to meet people who want to start investing, it is rarely as simple as just giving them a list of 4-5 funds. To give you a sense of what we mean, some common issues which come up in our meetings are as […]