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What is a Mutual Fund?
A mutual fund by definition is a pool of money collected from investors who want to save money and get good returns.
Why should you invest in Mutual Fund?
- Professional Management: Mutual funds are backed by highly professional research teams, dedicated to provide investors with the best services to handle financial decisions based on the prospects & performances available and aim to give the best returns possible for your investments.
- Diversification: Going by the old saying “Don’t put all your eggs in one basket”, mutual fund gives the investor an opportunity to dodge risks by distributing their investments over diverse range of assets.
- Transparency & Safety: Fund houses give regular information about the actual current value of the investment, with their performance strategy. This gives an investor a clear picture on how their investments are doing. Also, as they are governed by SEBI, although, any investment has a form of risk involvement, skillful management and careful selection.
- Convenience: Mutual funds prove to be a great investment option for investors who don’t have the time or the expertise to make investments in the capital market.
Various types of Mutual Funds that are Based on the Investment Objective:-
| Equity Funds | Equity/Growth funds invest a major part of its corpus in stocks and the investment objective of these funds is long-term capital growth. |
| Fixed/ Debt Income Fund | Fixed Income Securities like Government and Corporate Bonds. These funds provide low risk and stable income to investors with preservation of capital |
| Balanced Funds | A mix of equities and fixed income securities |
| Gold / Gold ETF Funds | Gold ETFs are exchange traded funds where the underlying asset is gold. Therefore, value of gold ETF depends upon the price of gold. Gold funds which invest in physical gold offer investors the convenience of buying pure gold at low cost. |
Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
Mutual Funds
Mutual fund is a financial instrument which pools the money of different people and invests them in different financial securities like stocks, bonds etc. Each investor in a mutual fund owns units of the fund, which represents a portion of the holdings of the mutual fund.
You may not be comfortable investing in the stock market. It might not seem like your cup of tea. But you can start by investing in Mutual Funds. Many first-time investors invest in Mutual Funds. This is because they do not know how to invest in individual securities.
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
Capital Market – Direct Equity & ETFs
We also offer our clients with Online Demat A/c services through one of the India’s leading & highly reputed distribution houses. With this , you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).We hand hold our clients in understanding economic conditions ,financial concepts to buy & sell right stocks.
Fixed Income Products
We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Fixed Deposits, etc. from some of the leading companies, institutions in India.
Portfolio Management Services (PMS)
We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.
Real Estate
Real Estate transactions are very time consuming in nature and often requires co-ordination with different people namely brokers, sellers/builders, banks, legal, financial advisors and tax experts. Even the first step of identifying different properties, site visits, negotiation and others can overwhelm many people.
Most people are not even able to check different home loans being offered by different banks and hence often end up throwing a lot of money on the table as well as to the bank.
We have seen people wasting several lakhs and crores that could have been saved had a proper analysis and execution been done. Thus we have created a solution where once we understand a client’s requirement and get the mandate, we will deliver on the services mentioned as per the deliverables section below.
This is a first service of its kind where you will get all services customized and executed for you (Identifying Property, Negotiation, Structuring, Loans, Legal, Tax and others)
Life Insurance & Health Insurance
Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance .We provide need based Life insurance & health insurance which is suitable for client ultimate need of having adequate Life insurance & health insurance.
Loans
A loan is a debt provided by an entity (organization or individual) to another entity at an interest rate, and evidenced by a promissory note which specifies, among other things, the principal amount of money borrowed, the interest rate the lender is charging, and date of repayment. A loan entails the reallocation of the subject asset(s) for a period of time, between the lender and the borrower.We provide personal Loans ,Housing Loan ,Business Loan etc based on the needs of the client.
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