Zerodha Coin Charges | Zerodha Coin Review – Investallign

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Zerodha Coin Charges
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Zerodha Coin Charges
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Zerodha Coin Unlimited Free Investments in
Direct Mutual Funds

• March 2017, Zerodha Indias Leading Discount
  Broker introduce Direct Mutual Fund Platform
  Coin
• Investors,
• Mutual funds today can be purchased in two ways
  either through a distributor or directly from the
  AMC.
• Through a distributor
• When purchased this way, the distributor earns an
  upfront commission of upto 1.5 on your
  investment and a trail commission of upto 1.5
  every year for as long as you are invested in the
  fund. Yes, that much! These commissions earned
  are the reason everyone from your bank to
  brokerage would be pushing you mutual fund ideas
  to invest in.

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Zerodha Coin Unlimited Free Investments in
Direct Mutual Funds

• Lets discuss,
• Mutual Fund scheme has a Direct Plan and a
  Regular Plan. A Direct Plan You can buy
  directly from the mutual fund companies usually
  from websites and Regular Plan You can buy
  through mediator like broker, advisor,
  distributor etc. Commission is paid to the
  intermediary by company in Regular plans. If you
  invest in Mutual Funds through a broker or a
  distributor, you are investing in Regular Plans.
  All distributors like Scripbox, Fundsindia, Bajaj
  Capital, MyUniverse, ICICI Direct, etc provide
  only Regular Plans. But when you invest through
  the Mutual Fund directly or take the help of an
  advisor you invest in Direct Plans. All Direct
  Plan of mutual fund schemes require the word
  Direct or Direct Plan to be clearly mentioned
  in the scheme name.

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Introducing Coin Zerodha direct mutual fund
platform

• No commissions whatsoever on your investment
  either upfront or trail.
• Direct mutual funds in DEMAT form, with
  convenience of one portfolio across equity, MF,
  currency, etc.
• Single capital gain statement, PL
  visualizations, and more.
• Easy SIP  start, stop, modify anytime you want.
• NAV tracking orders. Similar to stocks, place
  orders to purchase or redeem funds based on NAV.
• subscribing to Coin irrespective of number/value
  of MF transactions across all fund houses.
  Investments are absolutely free.
• Rupee saved is a Rupee earned. The rupee The
  Coin
• Start Investing with  Zerodha Coin

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Zerodha Coin Review

• Why Zerodha Coin not other mutual fund Platform
  question comes in mind right?
• But before that we need to understand why only
  Direct mutual fund plan. Lets check why Direct
  mutual fund better.
• Almost 90 of mutual fund investments today
  happens through regular plans. In regular mutual
  funds the distributor gets paid back upto1.5
  upfront and 1 end of every year as trail
  commission.
• To give you an example, if you invest using
  regular plan (assuming return of 15), SIP of Rs
  5000 for 25 years, corpus at end is 1.36 crores.
  If you do the same through direct, it can be Rs
  1.64 crores. Whopping Rs 28 lks more. That is
  because in regular plan every year 1 goes away
  as commission, in direct it doesnt.
• You can check Mutual Fund Distributor Earning
  which is available on AMFI website

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Zerodha Coin Review

• So , now you got why Bankers push always mutual
  fund product to you. Because their income
  directly connected with your AUM ( invested
  amount ) No banker or your mutual fund agent tell
  you how much they earned from it. And its not
  wrong also if they give you proper advice. But
  mostly Mutual fund distributor even dont know
  who is fund manager of that fund. They just push
  MF fund which give them best commission.
• Presently, the Method to buy Direct mutual funds
  would be to see the AMC/fund home site or office
  and directly invest. Various portfolios for
  distinct AMCs, obtaining a common Account number
  (CAN), awkward setting up SIP procedure,
  generally fairly inconvenient. Hence coin.

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Zerodha Coin Pros

• Single Platform for all your investments
   Equity, Commodtiy, Currnecy and Mutual Fund.
• Zerodha Coin Mobile App IOS Android.
• Single capital gain statement, PL,
  visualizations, and more. Because Zerodha is
  not only Zerodha Coin Direct mutual fund
  platform but also provide Zero Delivery Brokerage
  for Equity investment and lowest brokerage in
  other equity segments.
• Soon you will received Loan on Mutual Fund
  investment as your Mutual fund in Demat form you
  can easily pledge and take a loan against it.
• Coin offers investing in direct mutual funds (we
  earn 0 commission from your investment) with the
  convenience of being in demat. So single
  portfolio across stocks, MF ( over 31 AMCs and
  2000 funds), ETFs, Bonds etc.

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Zerodha Coin Pros

• Easy SIP, start stop whenever you want without
  any NACH requirement. Increase or decrease SIP
  values at will.
• MF or stocks at demat are a lot simpler to
  maintain by dependents (nominee of Demat) in the
  event of death. Immediate plans with numerous
  AMCs would imply Numerous folios, hard to
  aggregate and maintain
• NAV Tracking orders. Much like stocks, place
  orders to buy or redeem Funds according to NAV.
  its very easy to exit from mutual fund investment
  when your target achieved.

Zerodha Coin Cons

• No Advisory Module
• Account Opening Fees and Demat AMC if you have
  low investment ( 10000 or less ) then may be its
  costly for you.

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