Phone +91 807 514 8933
Our Services
Making Investors aware of various schemes of Mutual fund houses.
Making Investors understand the effectiveness of Mutual Fund schemes for investments as compared to other competitive products like Bank Fixed Deposits, ULIPs, Equity Shares, Bonds etc.Â
Helping investors in carrying out investment transactions relating to new purchase, switching, redemption and guide them periodically on the performance of their investments.
MUTUAL FUNDS
SYSTEMATIC INVESTMENT PLANS
TAX SAVING FUNDS
RETIREMENT FUNDS
More important than investing in the best scheme, it is important to invest in a scheme most appropriate or suitable to the investors current situation. We are facilitating buying units of mutual funds as well as investing in SIP from asset management companies of SBI, HDFC, Kotak, Sundaram, Axis, ICICI, Aditya Birla, Nippon, UTI, IDFC, HSBC, DSP, Franklin Templeton, Invesco and Canara Robeco.
EXPERT GUIDANCE FOR CHOOSING MUTUAL FUNDS
RISK ANALYSIS
EVALUATING RISK TOLERANCE
ANALYZING INVESTMENT OPTIONS
A mutual fund distributor is required to understand the investors situation/risk profile and recommend ideal products suitable for the investors. We are making investors understand the effectiveness of mutual fund schemes as compared to other competitive products like bank fixed deposits, ULIPs, equity shares and bonds etc.
SYSTEMATIC INVESTMENT PLAN
SYSTEMATIC TRANSFER PLAN
SYSTEMATIC WITHDRAWAL PLAN
A systematic Investment plan (SIP) allowing investors to invest a fixed amount in a mutual fund scheme at regular intervals. Through systematic withdrawal plan (SWP), an investor can withdraw fixed amount at regular intervals from the amount invested in a mutual fund scheme. Systematic Transfer Plan (STP) is a facility by which a pre-determined amount can be transferred from one scheme of mutual fund to another scheme at pre-defined intervals.
SWITCH
PORTFOLIO ANALYSIS
STATEMENTS
How to examine your mutual fund portfolio and maximize returns? A well diversified portfolio has the ability to generate optimal return with lower volatility over a longer period of time. Within the overall mutual fund allocation, it is imperative to track the schemes performance. We are helping investors in carrying out in investment transactions relating to switching, redemption and guide periodically on the performance of their investments.
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