Investments in mutual funds have a rule. The investment holding has to be in the name of the person from whose bank the amounts will be deducted. So if you want to invest some amount in your name and some in your wife and mom and dad’s name, then you end up signing a pile of forms. Even if you are investing online, it means that for every investment holder, you need a separate login. Basically, if you are the one who manages the investments across different family members, you are set for one time consuming task.
People learn from experiences. And so did we. Some of our early clients were such that a single family member was responsible for managing all investments. And multiple logins made the experience less user friendly for them.
Since CAGRfunds stands for delivering convenience to its clients, we introduced the concept of “1 Login”. So now our client manages his own investments together with that of his wife, mom, dad and brother – all with a single login. Not only has that made the investing experience seamless and convenient for him but has also enabled him to manage the entire family portfolio better.
So it is time you do away with signing tons of forms or maintaining a huge list of usernames and passwords, because at CAGRfunds, life has gotten really easy. Do call / whatsapp us on +91 97693 56440 to know more about our fabulous Family Account feature. We promise to delight you!