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Description of Our MF Capability

The mutual fund industry is flooded with thousands of schemes under various categories. While each scheme is unique in its own way, it is very important to understand the investment objective, understand the merits & demerits, and evaluate the suitability of each of them before investing.

Our well-equipped research desk, through its in-house proprietary research methodology, screens the universe of mutual fund schemes and comes out with a quarterly research note, Chola Fund Selector. It ranks mutual fund schemes based on various quantitative and qualitative parameters. It acts as a great tool to select schemes from various categories, based on your needs and requirements.

Our research desk is adept in spotting opportunities and provides timely insights on asset allocation, portfolio construction, portfolio rebalancing, tactical calls and investment opportunities.

We follow a holistic approach in managing your portfolio and the focus is always on You - The Client.

As a privileged client of Chola, you can enjoy

  • Expert advice on your investment portfolio
  • Personalised services
  • Periodic portfolio reports