In this service we provide Mutual Fund Investment guidance for different objectives like Wealth Creation, Goal based investment (purchasing a car or house, child education, Vacation, wedding) Tax planning (ELSS), Retirement planning. Mutual Fund Investment advice for all your needs either you want to invest through SIP or through Lump sum Investment.
We are Mutual Fund Advisors Not Distributors
Why Mutual Fund Investment?
Reduction/Diversification of risk
Well Regulated –Investor Protection
Low Operating cost
Low Transaction cost
Different Types of Schemes in which we will recommend you doing investment:-
Classification Of Geography
Open Ended Schemes
Close Ended Schemes
Off Shore Schemes
Tax saving Schemes
Money Market Funds
We will provide recommendations based upon clients need after risk profiling and assessment
Review of recommended Schemes after each month
Churning or switching of recommended fund if required
Client can ask whatever and whenever he/she wants to ask as many times any queries about Mutual Fund Investment
Weekly monthly Market related update
Additional Reports on Stocks
All communication will be done through mail or Telephonic conversation if required
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.