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Money Doesn’t Come Without Guidance ...

WHAT IS MUTUAL FUND

An open-end investment fund of stocks, bonds, or other securities from various investors is termed as a Mutual Fund. It is professionally managed by an investment company. Thus when someone wants to invest in a diversified portfolio but can’t make it directly, then mutual fund investment is the solution. It is a tool for individual investors to easily invest in equity and debt securities.

Since every major business fund house has various types of mutual funds, lots of options of investment are there. It becomes quite mind-boggling to decide which will be the right fund to invest in and what are the advantages and disadvantages. A mutual fund expert and advisor, like us, guides in this situation in making the right mutual fund choices.

INVESTING IN MUTUAL FUNDS

Mutual Funds have all the options to suit any type of investor’s needs. It’s important to know the different forms of mutual fund investments. With different types of MF comes the range of risk and period of investment involved.

It is a humungous task to choose the right type of mutual fund, monitoring the performance of the fund, and act upon it. As an AMFI (The Association of Mutual Funds in India) certified IFA (Integrated Financial Advisor), we make the whole process stress-free for the clients. We advise, guide and process the investments as per individual needs. Being empaneled with all the leading mutual fund houses, we have the expertise to help investment and wealth formation for all class of investors. We have a strong fund monitoring system in place to provide correct investment advice. Through portfolio rebalancing and timely switching between funds, we help to keep the return in line with the expectations of the clients.

ADVANTAGES OF MUTUAL FUND INVESTMENT

Since there are numerous investment instruments in mutual funds and that also from various investment houses. Options of diversifications are many for investors.

The process of mutual fund investment is simpler than buying and selling of individual stock. For a certain amount of money, an investor can buy more units of mutual funds in comparison to individual stocks.

Mutual fund investment is an effective tool for tax planning. It comes with several tax benefits, like exemption of tax for dividends received through mutual funds or reduction in tax liability through investment in certain types of mutual funds.

With our well-qualified fund managers, you can make excellent mutual fund investments even if you do not have the time or the knowledge to understand the markets in-depth before making decisions of investments.

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