It is very common that investors tend to buy mutual funds through different third-party platforms due to various reasons. Most of the investors find it often difficult to keep track of their investments across these mutual fund platforms. This article helps investors on how to keep track of mutual fund investments in different portfolios across AMCs through different platforms in an automated way.
Track mutual funds and portfolio management platforms.
Investing in Mutual Funds through third-party mutual fund platforms will allot regular schemes to the investors. One can verify this in the account statement for the presence of Advisor that matches the name of the company through which you have invested into the Mutual Fund. It is rather daunting for many budding investors that what happens to the investments made in Mutual Funds if the Advisor runs out of business? This article helps mutual fund investors of regular schemes to track their mutual funds even after the third-party advisor runs out of business.