Mutual Funds

Empower Your Wealth with Mutual Funds

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns. Mutual funds offer an easy and convenient way for investors to gain exposure to a diversified portfolio of assets, even with small amounts of money.

Easy Monthly SIP
Flexibility & Liquidity
Expert Support
Portfolio Tracking App

Ways to Invest in Mutual Funds

SIP (Systematic investment plan)

SIP allows you to invest a fixed sum at regular intervals. Systematic investment plan is one of the most recommended ways to invest in mutual fund schemes as it is convenient.

Lumpsum

Investment of a substantial amount at one time is a lump sum investment. For example, an investment of Rs 1,50,000 in one go in a mutual fund is a lump sum investment

SWP (Systematic Withdrawal Plan)

A Systematic Withdrawal Plan is a facility extended to investors allowing them to withdraw a fixed amount from a mutual fund scheme regularly. You can choose the amount and frequency of withdrawal.

STP (Systematic Transfer Plan)

An STP transfers a fixed amount of money from one mutual fund to another. Your balance in the first fund is reduced and your balance in the second fund is increased.

Why Investing In Mutual Funds
Is The Right Choice?

Unbiased and regular professional guidance based on individual needs

Optimizing returns for individual investment time horizon

Regular and stringer monitoring of portfolios with details

Empancelled with all leading AMCs

Recommendations Backed by thorough research

Monthly updates on mutual fund holdings and portfolio reviews

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Our Mutual Fund Partners

To keep track of your investment & Plan, download our App

provides you with a thorough assessment of your mutual fund portfolio. With the help of the wealth monitor app, you can spot underperforming funds, reduce your risk exposure, and evaluate your fund diversification. It offers numerous calculators for figuring out your future financial investment.

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