Online investing is simple, and a portion of expenses can be avoided. However, this only tells a portion of the story. The selection of the scheme must be accurate because there are more than 2500 schemes. In the future, it will be crucial to consistently monitor your investments. Add in additional servicing requirements like changing banks, updating email addresses, addresses, and capital gains statements, etc. Working with a MFD can give your financial planning, regular check-ins, portfolio reviews, and progress reports a disciplined process. Your strategy can change as you set new priorities or deal with life’s unexpected twists and turns.