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5 Key Ratios to help you choose the best fund for your client

Saurabh Mittal
Founding Director Circle Wealth Advisors Pvt Ltd
July 19, 2019

Reading Time: 4 minutes “As advisors, we are constantly helping our clients make choices. What product to buy, what not to buy, how long to stay invested, when to withdraw from the investments-the list is long. Selecting the right mutual fund scheme is an important decision that we help them make periodically. How do we ensure that we are making the right choices then? The answer is simple- our decisions must be based on parameters that truly evaluate the fund in both its aspects-risk and return. This week, Mr. Saurabh Mittal shares with us a powerful lesson on what ratios we must focus on while selecting a mutual fund scheme. Read on to understand what these ratios mean or just brush up your knowledge if you’re already using these!”

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