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Our Services
At Fincaps, we are dedicated to providing comprehensive knowledge about a wide range of mutual fund schemes offered by different asset management companies. We help investors understand the benefits of mutual fund schemes for their investments, in comparison to other financial products such as bank fixed deposits, ULIPs, equity shares, and bonds. Our expert team assists investors in executing investment transactions, including new purchases, switches and redemptions. We also offer regular guidance on the performance of their investments.
Explore a Variety of Options
Choosing the right mutual fund scheme is crucial for aligning with an investor's current financial situation. We facilitate the purchase of units in mutual funds and provide guidance on investing in SIP from renowned asset management companies such as SBI, HDFC, Kotak, Sundaram, Nippon, Tata, Axis, ICICI, and more.
Expert Guidance and Risk Analysis
Our team is committed to understanding each investor's risk profile and recommending suitable products accordingly. We emphasize the effectiveness of mutual fund schemes and conduct thorough risk analysis, ensuring that investors make informed decisions about their investments.
Systematic Investment Plans
We are facilitating investing in systematic investment plan (SIP) that allows investors to regularly invest a fixed amount in a mutual fund scheme. Additionally, a systematic withdrawal plan (SWP) enables investors to make fixed withdrawals at regular intervals. With systematic transfer plan (STP), investors can seamlessly transfer a predetermined amount from one mutual fund scheme to another at scheduled intervals.
Manage Your Portfolio Effectively
Maximizing returns from your mutual fund portfolio requires a well-diversified approach to minimize volatility over the long term. We provide guidance on examining your mutual fund portfolio and offer support for effective switching, redemption and performance tracking.