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These are the most frequently asked questions. If you have any other questions, please contact us
Mutual funds in India are regulated by the Securities and Exchange Board of India (SEBI), ensuring investor protection and transparency. Protip adheres to these regulations and offers a platform that simplifies your mutual fund investment experience while ensuring compliance with all regulatory requirements.
Getting started is easy! Simply sign up with Protip mobile app ( Android , IOS), select your preferred mutual funds, and choose between lump-sum investments or a Systematic Investment Plan (SIP) to start building your portfolio.
Like all market-based investments, mutual funds come with risks. While they have the potential for great returns, they are subject to market fluctuations. Protip helps you manage these risks with data-driven insights and AI tools, giving you greater control over your investments.
Yes, mutual funds are subject to market risks, which means you could face losses depending on market conditions. Protip helps you assess these risks and offers tools to monitor and adjust your investments accordingly.
Net Asset Value (NAV) represents the per-unit value of a mutual fund, determined by the market value of the fund’s assets minus liabilities. On Protip, you can track the NAV of your mutual funds in real-time, ensuring you're always in the loop.
A Systematic Investment Plan (SIP) allows you to invest a fixed amount regularly. Protip automates this process, helping you stay disciplined and making it easier to invest in mutual funds without worrying about market volatility.
With Protip’s Systematic Transfer Plan (STP), you can seamlessly move funds between different schemes—whether shifting from debt to equity funds or balancing your portfolio. Our platform makes it effortless to manage such transitions.
Absolutely! Protip allows you to set up an SWP to withdraw a fixed amount from your mutual funds regularly, providing you with a steady income stream while keeping your investment growing
Protip provides real-time performance tracking of all your mutual funds. You can monitor your returns, compare them against benchmarks, and make data-driven decisions with the help of our advanced analytics tools.
Yes! Protip allows for quick and hassle-free redemption of your mutual fund units. You can redeem your investments at any time, with transparency on any exit load charges, if applicable.
Protip provides you with detailed tax insights based on your mutual fund holdings. Capital gains tax is applicable on mutual fund investments, and Protip helps you understand the tax impact depending on your holding period.
The expense ratio reflects the annual fees charged by the fund house for managing the fund. Protip displays this information upfront, helping you select funds that align with your cost expectations and investment goals.
Yes, NRIs can easily invest in mutual funds in India through Protip. Our platform supports the necessary KYC processes, ensuring that your investments are compliant with FEMA and other regulations
No, Protip cannot guarantee returns as mutual funds are subject to market conditions. However, our platform provides AI-driven insights and tools to optimize your investment decisions and help you make the most of market trends.
The investment horizon depends on the type of mutual fund and your financial goals. For equity funds, a long-term investment (5 years or more) is generally recommended to minimize market volatility. Protip helps you set personalized goals and investment strategies based on your time frame.
Yes, Protip makes it simple to switch between different mutual fund schemes within your portfolio. Whether you want to rebalance your holdings or move between debt and equity, our platform offers seamless transitions.
Choosing the right mutual fund is made easy with Protip's AI-powered recommendations. Based on your financial goals, risk tolerance, and investment horizon, our platform suggests the most suitable funds for you.
Capital gains are the profits you make when selling mutual fund units for more than you paid. Protip tracks your investments and provides detailed reports on capital gains, helping you stay on top of your investment performance and tax liabilities.
Yes! Protip gives you the option to automatically reinvest any dividends you receive from your mutual funds, allowing you to compound your returns without any additional effort.
Protip offers a wide range of mutual funds, including equity, debt, hybrid, and sector-specific funds. You can easily diversify your portfolio based on your financial goals and risk preferences.
