Mutual fund is an investment instrument that pools money from investors to invest in securities according to each fund’s policy with professional fund manager making investment decisions and strategies.
Some of the advantages of mutual fund are that it is suitable for investors who have limited investment money, who have limited knowledge and experience in the investment and who have limited time to keep information update.
There are also a variety of investment policies, such as Bond, Thailand stocks, foreign stocks including real estate, gold and other investment instrument.
Investors can select the fund to match with their investment goals and acceptable risk levels. A risk test will be conducted when opening an account to start trading the fund.
Various choices of asset managers in one place
(One Stop Service) without any additional fee
Subscribe-Redeem-Switch
by yourself via Streaming Fund+ application or Investment Consultant
Find Mutual Funds information from all asset managers in one place
check fund unit price, NAV, Risk Level or other information
Portfolio Monitoring
quick and convenient way to monitor gain/loss, transaction reports via application
* Account no. starting with 2 (2-x-x-xxxxxx-x) is for transacting mutual funds with tax benefit, Account no. starting with 3 (3-x-x-xxxxxx-x) is for transacting other types of mutual funds
** Subscription order via all channels each day no later than 14.00, Redemption order via all channels each day no later than 14.30
You can pay for the mutual funds through
Purchase fees can be pay by letting companies hire purchase from a securities trading account (shares) to pay for the purchase.
Kasikorn Securities provides ATS payment channels for 8 banks; KBANK / BBL / SCB / KTB / TMB / BAY / CIMB / TBANK. The payment can be made 1-3 weeks after the fund account has been set up (depending on the investor’s bank).
An integrated 5 steps investment advisory with services “Investment Planning”
Demand Analysis is consider to be one of the most important step for service provider to understand their investors. Along the process, investors must critically conduct have to go through suitability test form that the service provider offer. In order to match the investors demand with suitable investment strategy as well as their risks appetite and investment goals and interests.
Investors could do asset allocation to accordingly match with their demand, risks, goals and interests. In this case of mutual funds, Kasikorn Asset will limit investment proportions in their mutual funds either they are mutual funds that invested in bonds, Thai equity or foreign equity. Moreover, investors will be given with portfolio models from Application K-My Funds according to their demand analysis. Which will be distribute into 4 groups of investing i.e. K-FITS, K-FITM, K-FITL and K-FITXL.
After investors have selected the suitable portfolio for their asset allocation in step 2 the Application K-My Funds will show wide range of funds that are likely to match with the investors’ demand as well as their risks, goals and interests. This will be easier for investors to invest towards their portfolio’s target.
Fund Managers from Kasikorn Asset will be responsible for performance of the funds. In this case, they will have to rebalance and adapt their investment strategy in order to keep up with their performance.
Investors will be able to monitor their portfolio all the time by using Application K-My Funds and KS will send report on their monthly summary regarding the position of the funds.
Contact Kasikorn Securities Investment Advisor
