Transforming your Success into LEGACY
Take control of your financial journey today. Set your priorities, and let us create a clear, actionable plan to achieve your goals faster.
A Legacy of Distinction
Polo Wealth: Setting New Highs Since 2014
In an era where financial stewardship requires vision and unwavering integrity, Polo Wealth stands as a beacon for the discerning investor. Established in 2014, we redefine wealth management.
As a premier AMFI-regulated Mutual Fund Distributor, we operate at the intersection of tradition and modern sophistication. We do not merely facilitate transactions; we curate opportunities that align with the lofty aspirations of the families we serve.
Products
Financial Products
Whether you’re just starting out or already making progress, managing your money should feel simple and stress-free. We help you understand where you stand, where you want to go, and how to get there — with our services and guidance that make things clear and easy.
Financial Tools
Investing Made Simple
Investing made easy with smart and simple tools that break down complexity, give you real-time visibility into your portfolio, and let you invest with confidence.
Financial Calculators
Easily calculate SIP returns, retirement needs, loan EMIs, and more with our smart financial calculators.
Risk Profile
Understand your investment risk appetite with our quick risk profiling questionnaire.
Useful Links
Explore curated financial links including government portals, regulatory bodies, and investment resources.
Financial Calculators
Easily calculate SIP returns, retirement needs, loan EMIs, and more with our smart financial calculators.
Risk Profile
Understand your investment risk appetite with our quick risk profiling questionnaire.
Useful Links
Explore curated financial links including government portals, regulatory bodies, and investment resources.
Direct vs Regular
Know the Key Differences
Direct Plans
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Investor manages everything on their own – from fund selection to portfolio review. -
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Lower expense ratio (no distributor commission). -
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Requires time, research, and confidence to manage on your own. -
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One-size-fits-all — no tailored advice or adjustments. -
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High chance of emotional decisions, panic exits, or inconsistency. -
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Around 40% of retail mutual fund assets are via direct plans.
Regular Plans
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Full support from a qualified MFD – from selection to rebalancing. -
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Slightly higher expense ratio (includes MFD commission). -
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MFDs handle documentation, tracking, and even KYC. -
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Investment is tailored based on goals and market conditions. -
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MFDs help maintain discipline during market volatility. -
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Nearly 60% of investors prefer Regular plans for expert guidance.
Call for Inquiry
+91 9860939749Send us email
vinay.rathi@polowealth.inConnect With
Excellence
Experience the Pinnacle of Financial Partnership.
