Topics to discuss:
-Which is better between Regular vs Direct Plans & why?
-When an investor comes to you especially if the yare investing for the first time or already invested—what kind of fund do they usually ask for first?
-From your experience, how aware are today’s investors about conflicts of interest and costs in mutual fund investing?
-How does investor behavior impact wealth creation, especially for those who invest directly without guidance?
-Can you give real fund examples where the return difference between Direct and Regular Plans is clearly visible over the long term?
-Looking at these return differences, how should investors decide between paying commissions indirectly (Regular Plans) versus paying advisory fees directly (Direct Plans)?

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by Amit Kukreja