How are MFDs different from relationship managers in banks?

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• How do MFDs get compensated?

  ? MFDs earn a small percentage as trail commission from the mutual fund company — there is no direct cost to the investor. This helps ensure continued service, guidance and relationship management.

• How do MFDs help during market downturns?

  ? MFDs offer emotional coaching, prevent panic-driven exits, and guide rebalancing — which helps protect long-term returns.

• Do MFDs charge any hidden fees?

  ? No hidden fees. MFDs earn trail commission transparently through the expense ratio of mutual fund schemes, which is regulated by SEBI and clearly disclosed.

• How do I change my bank/contact details for my investments?

  We can assist in updating your information. Please contact your Relationship Manager.

• Why should I share my financial goals with an MFD?

  ? Your goals guide your investment plan. Without this, the portfolio lacks direction. MFDs use your goals to create a personalized, suitable strategy.