Planning to move from FundsIndia (Regular) to Groww or similar (Direct). For a small salaried investor, FundsIndia does not proactively update or recommend the investor about changes. I have to contact them regularly. They don't even bother reviewing the portfolio on a periodic basis but do that only upon request. Since I have been manually tracking everything and since its been some time now handling with Mutual funds, I do not find the commission going to FundsIndia of any use to me. So planning to switch to Direct. Any suggestions or issues are welcome. Have a few queries as below:
-Can FundsIndia stop the switchover ?
-If I swich before a year of SIP completion there may be exit load + relevent taxes. So should I stop the SIP in FundsIndia and Start new SIPs in Groww or should I just switchover ?
-Can FundsIndia stop the switchover ?
-If I swich before a year of SIP completion there may be exit load + relevent taxes. So should I stop the SIP in FundsIndia and Start new SIPs in Groww or should I just switchover ?