Mutual Funds


WHAT IS MUTUAL FUND?

An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund’s capital and attempt to produce capital gains and income for the fund’s investors. A mutual fund’s portfolio is structured and maintained to match the investment objectives stated in its prospectus.

WHY MUTUAL FUND?

One of the main advantages of mutual funds is that they give small investors access to professionally managed, diversified portfolios of equities, bonds and other securities, which would be quite difficult (if not impossible) to create with a small amount of capital. Each shareholder participates proportionally in the gain or loss of the fund. Mutual fund units, or shares, are issued and can typically be purchased or redeemed as needed at the fund’s current net asset value (NAV) per share, which is sometimes expressed as NAVPS.

EQUITY V/S MUTUAL FUND

1. It is not possible for a common man to lay his hands on all that information needed to make an equity investment. Mutual fund handled by professionals make prudent investment decisions.
2. Mutual fund investment offers diversification irrespective of the size of investment. Individual investor investing in equity scheme may not have this advantage especially if he does not have that sort of invertible funds.

BENEFIT OF MUTUAL FUND

 

  • Portfolio Diversification:
  • Professional Management
  • Reduction / Diversification of risk
  • Reduction of transaction costs
  • Liquidity
  • Convenience & Flexibility
  • Affordability

 

TYPES OF MUTUAL FUND

Coming Soon

SERVICE WE OFFER

 

  • Timely Reviewing Portfolio
  • Monthly Statement
  • Systematic Investment Plan(SIP)
  • Systematic Transfer Plan
  • Lumpsum Investment
  • Redemption
  • Liquid Fund
  • Bonds
  • Company Fixed Deposit
  • KYC updates
  • Change of Bank Details
  • Change of Nomination
  • Change of Address