Mutual Funds can prove to be a tricky enterprise to invest in. A certain degree of know-how and expertise is required in order to properly select and invest in a mutual fund scheme. There is a wide variety of tools, ideas, and designs that can be consolidated into a mutual fund portfolio, which aligns with your financial goals. Mutual funds have always been the most remunerative choice for investors. If a person is looking to earn a significant amount of gains over a vast period of time, then an investment in mutual funds is the best option, available to him.
Where do we invest?
Because investing your hard-earned money secures your financial future by letting your money work for you rather than you putting in extra shifts at the workplace!
We have a team of mutual fund experts, who will guide you along on your financial journey. Our team will give you the best financial advice so that your hard-earned money is invested in the best manner.
Systematic Investments with interests over time can help with long-term wealth creation. Here are some of the investment avenues where we invest.
INVESTMENT BASED ON YOUR PURPOSE
Balanced
Efficient balancing of risk-return ratio for maximum wealth creation via capital appreciation. 60% in Equity and 40% in debt instruments.
Growth Plan
Dividend payout in the form of re-investments in the fund. Increased Net Asset Value of fund for higher returns.
Tax Saver
Equity Linked Savings Scheme (ELSS) helping you to save tax with investments in equity and related financial securities as the scheme is eligible for tax deductions under Sec 80C of Income Tax Act 1961.
Aggressive
High-Risk, High-Return Portfolios for maximum capital gains. Strategic equity purchase and capital appreciation for aggressive growth prospects.
Diversified
Long-Term Capital Growth via diverse investments across various sectors. Risk minimization with decent returns even in market slump.
Conservation
Capital Protection Funds, helping you secure your investment with returns like an equity scheme and protection like a fixed deposit scheme.
Frequently Asked Questions
A Mutual Fund can be defined as a form of financial instrument, whose portfolio formation includes stocks, bonds, or other kinds of financial securities. They are bifurcated into several kinds to suit the financial objectives of an investor.
Assets – Debits / Number of outstanding units = Net asset value (NAV)
Who can invest in a mutual fund?
The person who can invest in mutual funds are “Indian residents, NRIs, Companies, HUF (Hindu Undivided Family), Trusts, Partnership firms, Co-operatives and Regional Banks etc.
A scheme that invests essentially in other schemes of the same mutual fund or another mutual fund is known as a “Funds of Funds scheme”. This kind of scheme allows investors to gain higher diversification by making an investment in just one scheme. It spreads risks over a big universe.