Yottol is just at another level when it comes to customer service. They are professional, timely and place their customer’s interests first.
For a working woman like me, investing was difficult to understand although I always knew that I had to invest for my retirement age. The model risk portfolios of Yottol was a handy tool in developing my investment strategy.
I had investments in mutual funds previously which were so dispersed and so manual in process that I faced huge issues in understanding my total portfolio. Yottol’s brilliant portfolio models worked.
Yottol is the first company which offered to import my old portfolios on to their platform, that too free of charge. Now I have all my mutual fund investments seggregated by goals.
Their dealings with me were very friendly, courteous and without the standard definations and answers that you get when you speak to any other customer services rep. I spoke to a real person in a conversational language.
Yes, investing in mutual funds is absolutely free. There are no account opening charges, transaction or maintenance fees. In the case of mutual funds, we earn through trail revenues the mutual fund houses pay us from their assent management fees.
Yottol will not charge you anything on top in any manner. So, essentially, mutual fund investing is free to the extent you would be charged the nominal fees from the mutual fund houses.
Yottol makes investing in mutual funds for a novice with no experience to an experienced person with years of mutual fund investing experience easy.
An investor can invest alongside our model risk portfolios, or create his/ her own customised portfolios or invest in single mutual funds.
Yottol has future plans to include ultra low cost stock broking as well as straight through insurance broking in time.
Yottol does not get involved in any way with investors money. We only act as transaction gateway for your mutual fund investments and our services are primarily to help manage portfolios of mutual funds. All funds are directly transacted between mutual funds and an investor.