Mutual Funds

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Mutual Funds

We are associated with all asset managing companies like ABSL AXIS Canara DSP Edelweiss Franklin HDFC ICICI IDFC Invesco Kotak L& T Mirae Motilal NIPPON PGIM SBI Sundaram TATA UTI MF, etc... AUM 280 Crores as of 31st March 2021.

Mutual Funds are the best choice for those who want their hard-earned money to work equally hard. Our Wealth Management plans will build & manage a high-performing portfolio curated to your life’s needs. Mutual Funds have emerged as the biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme.

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Having invested in mutual funds, there is another more herculean task of managing the funds, knowing their folios and current NAV. We will help you in evaluating the correct fund/scheme suitable to you based on your risk-bearing appetite and also help you in knowing the current NAVs and managing your folios across different funds/schemes.

Mutual Fund Investment Philosophy

Open ended funds

An open-end fund is a diversified portfolio of pooled investor money that can issue an unlimited number of shares. The fund sponsor sells shares directly to investors and redeems them as well.

Close Ended funds

A closed-end fund (CEF) or closed-ended fund is a collective investment model based on issuing a fixed number of shares which are not redeemable from the fund.

Equity funds

An equity fund is a mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed. Equity funds are also known as stock funds.

Debt funds

A bond fund or debt fund is a fund that invests in bonds or other debt securities. Bond funds can be contrasted with stock funds and money funds.

Hybrid funds

Hybrid funds are mutual funds or exchange-traded funds (ETFs) that invest in more than one type of investment security, such as stocks and bonds.

Income funds

Income funds are mutual funds or ETFs that prioritize current income, often in the form of interest or dividend paying investments.

Real asset funds

Real assets are physical assets that have an intrinsic worth due to their substance and properties. Real assets include precious metals, commodities, real estate, land, equipment, and natural resources.

Sector Funds

A sector fund is a fund that invests solely in businesses that operate in a particular industry or sector of the economy. Sector funds are commonly structured as mutual funds or exchange-traded funds