Your advisor can only see the transactions that he or she has helped you execute with the corresponding broker code (ARN) or Advisor code (RIA code).<\/p>\n\n\n\n
Other than that the RTAs (Karvy, CAMS) will not give the advisor any more access.<\/p>\n\n\n\n
If you wish to switch from regular plans to direct plans and save upto 40% more then your advisor will not be informed abbot the switch. You can therefore switch in peace.<\/p>\n\n\n\n
To switch easily please click here<\/a>.<\/p>\n\n\n\n\n Maxiom Wealth \u2014 Free Tool<\/p>\n Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you’re in the right scheme for your risk profile and investment horizon.<\/p>\n Compare Funds \u2192<\/a>\n Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":" Your advisor can only see the transactions that he or she has helped you execute with the corresponding broker code (ARN) or Advisor code (RIA code). Other than that the RTAs (Karvy, CAMS) will not give the advisor any more access. If you wish to switch from regular plans to direct plans and save upto… Read More »How can I restrict my financial advisor to see my mutual fund investment (CAMS online) with my PAN number?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[122,38],"tags":[],"class_list":["post-1542","post","type-post","status-publish","format-standard","hentry","category-advisory-mutual-funds","category-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1542","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1542"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1542\/revisions"}],"predecessor-version":[{"id":3457,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1542\/revisions\/3457"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1542"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1542"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1542"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Is Your Mutual Fund Working Hard Enough?<\/h3>\n