Style Switcher

Layout options
  • Boxed Layout
  • Full Width Layout
Primary Color
Patterns (Boxed Version)

    

 "When you think of investments think of us"

Mutual funds are products that operate on the principal of ‘strength in numbers’. They collect money from a large group of investors, pool it together and invest it in various securities, in line with their objective

Mutual funds provide you with an attractive, cost-effective alternative to direct purchases of stocks or bonds. You don't need to be wealthy to invest in them, and depending on the fund you choose, shares can be purchased for as little as Rs1000 per month.

Mutual funds offer several features that make them powerful and convenient wealth creation vehicle.

•  Diversification

•  Professional Management 

•  Liquidity

•  Flexibility

•  Many Tax savings options

SIP (Systematic Investment Plan) 

SIP refers to the practice of investing a constant amount regularly (monthly/weekly/daily), generally every month.

When the market goes up then the money invested in that period gets translated to a fewer number of units for the investor. If the market goes down then the same money invested gets translated into more units.

Thus, SIP ensures your acquisition cost approximates the average (risk averaging) this investment style is also called rupee cost averaging. 

ELSS (Equity Linked Tax Saving Scheme)

Investments in ELSS qualify for tax reduction under Section 80C. ELSS funds have a locking period of 3 years.

RGESS (Rajiv Gandhi Equity Savings Scheme)

This scheme is a Government of India initiative to encourage the retail investors into the equity markets. 

The scheme is open to all resident Indians who are first time investors with an annual income not exceeding Rs.12 lakhs and have never invested in equity or derivatives. 

This investment has 3 years lock period. Fixed lock-in during first year followed by a flexible lock-in for subsequent two years. The maximum amount eligible for claiming benefit under RGESS is Rs. 50,000 under Section 80CCG.

To know which mutual fund is suitable for you to achieve your goals make appointment now.

Our Location

We Partner With

 

Special News