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Summary: Many investors stay in regular plans for one reason: a distributor the family can call. That comfort is paid for every year, for help a family may need once in thirty. So what does a family really need to take over a direct-plan portfolio? Less than you think, if you set it up while you still can.
Summary: Many investors stay in regular plans for one reason: a distributor the family can call. That comfort is paid for every year, for help a family may need once in thirty. So what does a family really need to take over a direct-plan portfolio? Less than you think, if you set it up while you still can. Nakul has asked this at three Fund Advisor Live sessions, and each time the session ended before we reached him. He is a senior citizen with a direct-plan portfolio. He asks who will help his family with it when he cannot. Supriyo asked the same question from the other side. He knows direct plans cost less. He stays in regular plans because the distributor is someone his family can call. Tha
This article was originally published on November 02, 2026.
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