Quantum Mutual Fund :: Jimmy's Vision
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Queries From Partners
How do you foresee the equity market for the next 2 years? Is it the right time to enter in Balanced Funds and Equity funds?
1. Can a minor invest in own name without PAN and without guardian? 2. Can investment upto Rs 50000 per annum be made by a minor - first time investor - without PAN / guardian? 3. What is the minimum holding time for investment by minor (with or without guardian)? Is it the usual 1 year without exit load or something different? 4. Can a minor invest in liquid funds?
Will you please share any information which says Mutual Fund distributors do not have to pay GST upto an income Rs. 20 lakhs. Why Mutual Fund commission is not subject to TDS if more than Rs. 10,000? In Fixed Asset allocation strategy Equity is 70% and Debt is 30%. I decided to switch as and where there is a deviation of 10% we should rebalance the portfolio. Should we rebalance when there is 10% deviation in equity or can it be any asset class 10% deviation? Generally, Debt is constant and only equity is volatile. What is the optimum strategy in above case? Which Asset Allocation Strategy is good, Fixed or Dynamic Asset Allocation?
What is the attractive PE or valuation for midcap and small cap? Please share your views.
Thanks for this initiative. Need to get clarification on certain doubts. I need to know the investment strategy of Arbitrage Funds i.e. where they invest & how it generates profit.
Great greetings from Delhi a day before the Capital goes to poll. Do you have any plan to start operations in Delhi? Any connect or contact to discuss themes, schemes and perspectives?
I am an IFA. I want to expand my business by hiring sub-brokers. What could be the process for that and what could be the AMFI fee?
I want to know whether monthly payments from big amounts invested in this fund through SWP or dividend disbursement monthly. Please advise and oblige.
My major concern is the growth in the AUM inspite of increase in marketing spends, why do you think the growth of the AUM has been tepid over the last few years for its flagship fund?. I am worried about the longevity of the firm if the AUM growth remains tepid. I am a chartered accountant and an MBA from IIM Kozhikode and I wish to continue my work as a mutual fund distributor so as to help others in creating and maintaining wealth. Any suggestions as to how should I garner more customers?
I am a Mutual Fund distributor as well as an investor with the Quantum. Quantum is right up there in my eyes when it comes to managing money. It is the trust, transparency and achieving reasonable return with downside protection that attracts me to the firm.
When is the market going to start giving returns in midcap and smallcap schemes? What is the exact problem right now?
Please share SWP Calculation formula in Excel format.
I must firstly thank Quantum for all the useful knowledge you give out for new IFAs like me, It is very helpful. I used to work in Information Technology but was always inclined towards financial markets. I entered into this profession about a year ago, the journey has been wonderful. My question is about Individual Foreign Nationals (Not NRI, Pure Foreign citizens) . I want to know if it is possible for them to invest in Indian Mutual Funds, If yes what is the process? I was able to find information about a
Equity saver fund (Equity - 0 to 35%, Debt 0 to 35%, Cash & related 30%) Dynamic Equity Fund (Equity - 0 to 100%, Debt 0 to 35%, Balance Cash & related). What is the big difference between these two types except Equity 0 to 35% in the 1st case?
I want to transfer my AUM to my son's IFA code. Please guide me regarding the procedure.
I am an IFA at BARODA location Gujarat. 1. Will you please share any notification which states that a Mutual Fund Distributor does not have to pay GST upto income Rs. 20 lacs. or please throw some light on this. 2. Why Mutual Fund commission is not subject to TDS despite being more than Rs. 10,000? 3. In Fixed Asset allocation Strategy Equity 70% and Debt is 30%. I have decided to switch as and when there is deviation of 10% as we should rebalance the portfolio. Is it 10% deviation in equity, shall we rebalance or it can be any asset class 10% deviation shall we rebalance portfolio? Normally Debt is constant only equity is volatile, what is optimum strategy in above case? Which Asset Allocation Strategy is good, Fixed or Dynamic Asset Allocation?
I want to know what are the responsibilities of a Mutual Fund Distributor? 1. Can we advise the scheme name to our investors? 2. Is it mandatory to risk profile my investors? 3. Can we suggest Financial Planning for our investors? 4. Can we charge a fee? 5. Can a Distributor sell life insurance, general insurance, deposits etc. What are his duties/responsibilities and liabilities in relation to the points mentioned above.
1. I would like to know if co-operative housing societies are permitted to invest in mutual funds. Under which rule? 2. What categories of funds can such entities invest in? 3. What documents do they need to submit? 4. Are the redemption rules same as for individuals? 5. Is the tax applicability same as for individuals?
When will we see quality midcap scheme performance?
What I understand from your reply is that arbitrage funds are zero risk funds as there is no outstanding position at the end of the day. Still some funds do give negative returns, temporarily. WHY?
I am a chartered accountant and an MBA from IIM Kozhikode and I wish to continue my work as a mutual fund distributor so as to help others in creating and maintaining wealth. Any suggestions as to how should I garner more customers?
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