How We Earn: Rooted Bharat's Revenue Model

At Rooted Bharat, we pride ourselves on transparency in our revenue model. We are a mutual fund broker and earn commissions from Asset Management Companies (AMCs) based on the value of investments facilitated. Here's a detailed look at how we add value to our clients:

1. No Free Lunch

There's no such thing as a free lunch in finance. Our commissions are part of the mutual fund expense ratios, ensuring we have a vested interest in providing valuable services to our clients. This allows us to offer our platform at no direct cost to investors.

2. Investor Behavioral Guidance

Investing isn't just about choosing the right funds; it's about managing behavior. We educate our clients on avoiding common biases and making rational decisions, especially during market volatility. This behavioral support is crucial in helping investors stay on track with their financial goals.

3. Tax Planning

Effective tax planning is a cornerstone of our service. We recommend tax-saving mutual funds under Section 80C and provide comprehensive tax reports, making it easier for clients to understand their tax liabilities. Additionally, we notify clients about tax implications during fund redemptions, ensuring informed financial decisions.

4. Portfolio Monitoring

Continuous portfolio monitoring and rebalancing are essential to maintaining optimal asset allocation. We review portfolios annually, suggest necessary adjustments, and keep an eye on fundamental changes in funds, such as shifts in fund management. This proactive approach ensures that investments remain aligned with client's goals.

Rooted Bharat is dedicated to guiding clients through their investment journey with personalized advice and unwavering support, making equity investments accessible and efficient.

For any inquiry, please reach out to rohit@rootedbharat.com


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Rohit Agarwal
+91 7696353532