This website including the ‘[EduFund]’ platform is owned, operated and maintained by Helena Edtech Private Limited, a company incorporated under the laws of India. The platform and the services thereunder are provided on an "as is" basis. Use of the service and the platform is at your own risk. Company makes no warranty that the use of the service and the platform will be continuous, uninterrupted, bug-free, error-free, virus-free, free of defects, free of technical problems, nor that it will meet all of your needs. To the extent permitted by applicable law, Company expressly disclaims all other warranties, conditions, results, guarantees, or representations with respect to the service and the platform, whether express or implied, including, but not limited to, the implied warranties of merchantability, merchantable or satisfactory quality, fitness for a particular purpose, non-infringement of third party rights, or arising from the course of performance, course of dealing, or usage of trade.
Investment in securities market are subject to market risks, read all the related documents carefully before investing. The valuation of securities may increase or decrease depending on the factors affecting the securities market.
EduFund and the EduFund App are the brand and product of Helena Edtech Private Limited
“An affiliate of the Company, i.e. Samyama Advisors Private Limited, is registered with the Securities and Exchange Board of India (SEBI) as an investment adviser under the SEBI (Investment Advisers) Regulations, 2013 bearing the registration number [INA000015321]. Samyama Advisors Private Limited may provide investment advice to the clients through the Company's platform.”
Registered Address: 30, Omkar House, Near Swastik Char Rasta, Navrangpura, Ahmedabad Gujarat, India – 380009
Transaction Platform Partner : BSE Star MF (with Member code-51573). CIN No: U67100GJ2020PTC112589. RIA Number: INA000015321 GST No: 24AAFCH2122L1ZU
Please scan QR code to download the EduFund app
Why you should hire a financial advisor? All you need to know
There are enormous options available when it comes to investing, right from mutual funds to cryptocurrency. But which investment avenue is suited for you is different from other people.
Your risk appetite is different, you have different cash flows, and you have your own financial goals. All these vary from individual to individual.
Some investment options will help you provide regular income, some will help in capital protection, and some will help you generate wealth.
Which one is the right choice for you, is the question? Financial instruments will provide you with returns, but you also need to evaluate their risk. A financial advisor will guide you through all this evaluation and help you make the right choice.
Who is a financial advisor?
A financial advisor provides consultation or guidance on how, where, and when to invest. They will help you with the financial plan, strategy, how to save tax, etc.
Why should you hire a financial advisor?
Now, you might think that why should you consider one, when there is plenty of knowledge available on the internet about investing because a financial advisor brings the right expertise in the financial market and the products available in the market.
Financial advisors have the right tools to evaluate different products based on certain conditions.
First, you need to ask these questions yourself:
If you have answers to the above questions, you don’t need a financial advisor. But, if you don’t have the answers to these questions, you need a financial advisor.
Read more: A parent checklist to send a child abroad
Benefits of having a financial advisor
Conclusion:
Having a financial advisor in your financial journey could help to manage your finances properly with better investment strategies.
Consult an expert advisor to get the right plan for you