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Track Your Mutual Fund Investments Real Time

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 money to someone was to visit a bank branch and deposit some cash/cheque.

With the onslaught of technology, everyone is seeking more convenience in everything that they do. So we don’t want to visit bank branches anymore and neither do we want to depend on our advisor to tell us how our money is doing. At CAGRfunds, we realized this urge for independence and therefore provided our clients with the convenience of tracking their investments on their own personal CAGR dashboard.

Once you register and start investing through the CAGR platform, you are assigned your own login details with which you get access to your own dashboard. Not only can you invest in mutual funds online but also track how your funds are performing.

But you do get a bunch of statements on your email, right? So what is there to track? Well, three reasons why our dashboard helps:

Comprehensive Data:

Some reports give you the value of how much your money has grown while others show you the list of transactions you have made. We give you everything relevant at one place. We show you how much you have invested, the current invested value, the absolute return and the annual return.Not only that, we show you the individual funds that you are invested in and what is the return you are making both at the fund and portfolio level. We also show you how your investments are split between asset classes and if it is in sync with your decided asset-allocation.

Simple Enough For Anyone To Get It:

The fine print and numbers overload on the statements you get on email makes it all the more complicated. Either you sift through all the information yourself or stay uninformed. We obviously don’t want that and hence our dashboard and reports are quite simple. Our clients told this to us! Don’t believe? Read here.

Any Time Visibility:

Reports generally come to you at the end of the month or when you transact. But with us, the next time you are discussing investments with your friend, just log in, check your current portfolio value and returns and have a more informed discussion!

We, therefore, ensure that you stay in complete control of your portfolio. So the next time you call us, it is only to discuss your portfolio, not to get data – because your dashboard gives you all the data you need!

If you have been facing trouble tracking your investments and want to switch to a truly delightful investing experience, do not hesitate to call / Whatsapp us on +91 97693 56440. You can also comment on this post or email us on contact@cagrfunds.com.

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Women are increasingly leading investment decisions!

Financial Planning happened to be a male domain. But our experience at CAGRfunds has been different. If you look 20-25 years back, you would agree that homes had a very clear split of work. Women would be largely responsible for the house management while the males of the family would mostly be in charge of the money management. So all notices with respect to payment of school fees would naturally go to our dads. But if we think deeper, we cannot fail to notice how our mothers used to manage the domestic finances.

Times have been changing but not the traits. Women have been dealing with finances and managing them exceptionally well since forever. But what has changed is how evidently the skill is manifesting itself now. We realized this when we started meeting more and more female prospects at CAGRfunds.

Couple of interesting cases that we came across:

  • One of our female client was way more diligent and interested in getting investments started than her husband. She had been investing since before her marriage and discovered her husband to be restricted to bank deposits. That is when she decided to get a holistic financial planning exercise done and kick start both their investments. We not manage their siblings’ investments also.
  • In a few cases, we discovered that young women knew about mutual funds and investing whereas the rest of the family members were only aware of Fixed Deposits. Some such clients actually went back to their husbands and fathers to explain them the mechanics of mutual funds and NPS.
  • One of our client was extremely concerned about the fact that her brother was not saving anything. She chased us and her brother to start saving. She started by doing a con call with us and her brother to ensure that we rope him in. The duos are happy CAGR clients now!
  • A 22 year old client of ours had just started working. She was responsible for managing her family expenses and getting her younger siblings educated. Her expenses matched her income. Yet she wanted to start saving for the future. We cannot be more inspired!

As we recall our experiences with our female clients, we cannot express how inspired we feel to see that we have come a long way as a society. Husbands are increasingly becoming comfortable reposing trust in their wives and young girls are planning for retirement right in their first job.

This International Women’s Day, we appreciate and salute each of our female clients who decided to take control of their finances. We often wonder what financial independence means. But here we are, talking to hundreds of girls and women who desire to be financially independent in more than several ways. And what better way to celebrate women’s day than to contribute towards making more and more women financially independent!

To all the women out there – we are truly proud of you. And we wish you a very Happy International Women’s Day!

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How CAGRfunds Makes Investing Simple For You

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 what financial planning means, most of them were upfront about why they never thought about it. Or rather, thought about it but kept on delaying any action. It was just too complex. That is when we decided to keep investing simple. Whether it was the concepts, the terminology, the planning or the transactions, we were absolutely sure that everything about financial planning needs to be simple.

So we started spending time with every such person we met. Our conversation never started from “How much do you want to invest?” We almost always just asked, “What do you do with your salary or earnings?” As we got answers to what people did with their earnings, we asked more questions, and then more answers. We think we are very good listeners. So that helps us to understand how best we can simplify your finances for you. And thus started the journey of decoding or let us say de-jargonizing the process of financial planning.

Likewise, we never get into terms like CAGR, ROI, risk profile, net worth etc. At CAGRfunds, we believe that there is always a simple layman-way of explaining things. So we generally pick up situations from your life to explain every relevant term to you. For example, if you are an entrepreneur and are wondering how risky will equity mutual funds be, we will perhaps take instances of how you set up your company to give you a sense of what risk in equity means.

Being able to de-jargonize and break down financial planning into simple concepts has helped us a lot in connecting with people who have limited understanding of finance and numbers or who are unable to take the right decisions about managing their money. And hence, we love to interact with people.

If you are one of them who wants to grow their wealth but is confused about how to go about it, maybe you should befriend us. We don’t charge you for a conversation, so no harm giving it a try!!

Whatsapp / Call us on +91 97693 56440 or email us on contact@cagrfunds.com.