Though from South, we have a geography-neutral customer base: Sundaram Mutual s Sunil Subramaniam thehindubusinessline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindubusinessline.com Daily Mail and Mail on Sunday newspapers.
The fund’s longer term track record is healthy, but it has struggled since 2017 -lagging behind both index and peers. The presence of a proven hand at the helm provides some comfort yet the fund’s deteriorating risk profile is a worry.
Sundaram Mutual Fund launches WhatsApp chat service for investors
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Last Updated: Mar 03, 2021, 11:46 AM IST
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Synopsis
Sundaram Mutual has launched a WhatsApp service platform to improve the engagement for its existing investors and add new users.
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Sundaram Mutual has launched a WhatsApp service platform to improve the engagement for its existing investors and add new users. Branded as the Wise Guide, the platform will enable users to get reports on their investments or look at details of other funds. Investors can add this number to their contact list - (+91-95000 57237).
According to the press release, through the WhatsApp chatbot, investors can conveniently explore funds, get the NAV of their funds, portfolio valuation, account statements, check the NFO pipeline. The Wise Guide also has an in-built SIP calculator, and a branch locator to help investors find offices of Sundaram Mutual and their RTA KFin Technologies. Investors can also request for a
Diversified portfolio will deliver better returns as markets shift away from polarisation: Sunil Subramaniam
Synopsis
Investors will be spoilt for choice and they must not lose sight of, 1. Laying down financial goals and appropriate financial plans and then decide on asset allocation.
From being among the first fund houses to foray into the mid cap space, to having schemes in many new themes and spaces, Sundaram Mutual has come a long way in the last 25 years. We spoke to Sunil Subramaniam, MD & CEO, Sundaram Mutual, to talk about the long journey from Sundaram Newton to Sundaram BNP Paribas and now Sundaram Mutual.