FAQ's
1) Will bond mutual fund suit for me?
Like all other mutual funds bond mutual funds have a risk in investment which includes possible loss of principal. So it is the responsible of the investors to be aware of the risks and potential that there are associated with the bond mutual fund investing.
2) What will you ask your clients to do?
As a first step we ask our clients to develop confidence in their wealth and at the same time they have to develop ownership in their plans.
3) What are the risk does the investors face in mutual fund investing?
An investor investing in mutual fund can face four types of risk. They are interest rate, credit, prepayment, and inflation risk.
4) As a client what can I expect at the first meeting?
In our first meeting we expect you to provide us with some basic financial information which helps us to evaluate your cash flow and net worth. We go over all the records and then ask you about your needs and circumstances. We will also discuss with you the nature of risk in investment so we have a common understanding of what you think about risk tolerance.
5) What will your suggestion be if I like to invest part of my asset in another way say in renewable energy?
We always welcome our client’s ideas. Most of our clients have an allocation for traditional investment in their portfolio since they know more about the sustainable investments.
6) How do you allocate an advisor for me?
During our first meeting you will share our interest, objectives, background, etc. based on these an advisor is selected to give the best for your needs. You can also request an advisor you may already know in our firm. If you have any disagreement with our selection you are always welcome to meet our other advisors within.
7) Who do you work for?
Short, need and sweet answer for this would be “We Work for you”. Since we are an independent consulting company there are no third party agendas in the work.
8) Does Madrissa recommend specific investments for the clients?
Yes we do. We recommend specific investments for our clients if it meets their specific standards and needs.
1) Will bond mutual fund suit for me?
Like all other mutual funds bond mutual funds have a risk in investment which includes possible loss of principal. So it is the responsible of the investors to be aware of the risks and potential that there are associated with the bond mutual fund investing.
2) What will you ask your clients to do?
As a first step we ask our clients to develop confidence in their wealth and at the same time they have to develop ownership in their plans.
3) What are the risk does the investors face in mutual fund investing?
An investor investing in mutual fund can face four types of risk. They are interest rate, credit, prepayment, and inflation risk.
4) As a client what can I expect at the first meeting?
In our first meeting we expect you to provide us with some basic financial information which helps us to evaluate your cash flow and net worth. We go over all the records and then ask you about your needs and circumstances. We will also discuss with you the nature of risk in investment so we have a common understanding of what you think about risk tolerance.
5) What will your suggestion be if I like to invest part of my asset in another way say in renewable energy?
We always welcome our client’s ideas. Most of our clients have an allocation for traditional investment in their portfolio since they know more about the sustainable investments.
6) How do you allocate an advisor for me?
During our first meeting you will share our interest, objectives, background, etc. based on these an advisor is selected to give the best for your needs. You can also request an advisor you may already know in our firm. If you have any disagreement with our selection you are always welcome to meet our other advisors within.
7) Who do you work for?
Short, need and sweet answer for this would be “We Work for you”. Since we are an independent consulting company there are no third party agendas in the work.
8) Does Madrissa recommend specific investments for the clients?
Yes we do. We recommend specific investments for our clients if it meets their specific standards and needs.
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