Mutual Funds

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When most of the industry was busy making cutting edge web-based tools or ‘Do-it-Yourself’ platforms – We decided to go completely the opposite route. We wanted to be the foremost player, that provides COMPLETE hand-holding and Personalised service to all our clients.

Give us a chance to serve you, and we’ll wait to see the smile on your face when your money keeps growing year on year!

Mutual Funds Investment Advisory

The growth of our advisory services has only been possible because of the immense support from our clients. An effective Mutual Fund investment plan exercise provides a roadmap for converting your goals or objectives into action plans as well as helping you take a disciplined approach so that you can achieve those goals.

 

A portfolio must be diverse, and based upon an individuals, age, circumstances, long term goals, and risk appetite. Whether you opt for an SIP or a One-Time Investment. A short consultation with us can make it easier for you to plan your investments properly.

Here are some popular investment choices of our clients.

A graphic displaying the kind of clients we work with.

SIPs (Systematic Investment Plans)

Systematic Investment Plans (SIPs) are the most viable, and preferred investment tool for money growth.

Get in touch with us to discuss on how to choose the best plan suitable for your needs. The power of compounding is immense when you invest in an SIP for multiple years.

Tax Saving ELSS Funds

Why invest in PPF when you have a much better Tax Saving product available. We can help you minimise your tax liability (save taxes) with investments in ELSS funds. As of 2017, ELSS funds have just 3 year lock-in periods, and maximises your ROI, with lowest possible risk.

Overall Portfolio Evaluation & Wealth Management

If you are already heavily invested in Mutual Funds & the Equity Market, and are disappointed that your investments are not doing well; come over to us for a detailed evaluation of your portfolio and re-arrangement of your investments.

The first step towards your portfolio evaluation is to assess and examine your existing investment in detail. We analyse your current portfolio, diversity and other factors that have led to sub-par performance. Based on this data, we re-compile and re-plan your investments.

Once our team analyses your investments in detail, we’ll come up with a new plan for re-arranging your parked funds. This process includes evaluating the current market scenario, selecting the best performing funds in the chosen industry, and re-allocating your investments (while minimising tax liabilities).

The process doesn’t just end after the investment is done. We continuously track and evaluate your investments periodically to make sure that you are always ahead of the market movements and so that your ROI can be maximised. Where re-assessment and re-allocation is necessary, we’ll do that for you.