Mutual Funds

Investment in Mutual Funds is essential and preferred way of creating wealth over long term that facilitates building an ideal and balanced portfolio. Mutual Funds are a good investment avenue if you are seeking a diversified portfolio that offers liquidity and transparency.

Our Wealth Management team helps you identify the appropriate mix of Mutual Fund schemes, be it equity funds, where you look for growth and capital appreciation, or debt funds for capital preservation. We help you choose from an array of Debt, Equity or Hybrid Mutual Funds as per your risk appetite and financial goals.

We follow a very methodological approach in analyzing any MF product on risk – return perspective on various time scales. Impact of various macro factors are closely watched, liquidity requirements of clients are well taken in to account and then we follow a process of scheme recommendation and investment execution. The fund selection is backed by research across all categories of funds and their performance over the years, in various market phases.

Advantages of investing in a Mutual Fund
  • Professional Management:

    Fund managers are professionals who track the market on an ongoing basis. With their mix of professional qualification and market knowledge, they are better placed than the average investor to understand the markets.

  • Liquidity:

    Mutual fund investments are fairly liquid and hence can be redeemed at the current NAV on working day.

  • Diversification which ensures less risk:

    Since a mutual fund is a trust that pools the savings of a number of investors sharing a common financial goal, the associated risks are greatly reduced. This is also because a fund will invest your money in different types of instruments like shares and bonds. Hence, a negative performance in one asset class could be balanced with other positive performances in other asset class.

  • Low Costs:

    When compared to direct investments in the capital market, mutual funds cost less. This is due to savings in brokerage costs, demat costs, depository costs and other such costs etc.

  • Transparency:

    An investor is offered flexibility in their options and schemes to match individual needs. Also, with features like systematic investment plans, systematic transfer plans and regular withdrawal options you can withdraw or invest funds according to your convenience.

  • Flexibility:

    An investor is offered flexibility in their options and schemes to match individual needs. Also, with features like systematic investment plans, systematic transfer plans and regular withdrawal options you can withdraw or invest funds according to your convenience.

  • Choice of Schemes:

    They offer a vast variety of well-designed schemes and options that you can choose from depending on your risk appetite.

  • Tax Benefits:

    There are various other advantages that mutual funds offer such as the tax advantage, indexation benefits, long term capital gains tax, tax free dividends and much more.

Intellectual analysis & advice…

Grows your investment, create wealth

how can we help you?

Contact us at the office nearest to you or submit a business inquiry online.