Mutual Funds are one of the best investment options because they are easy to invest, professionally managed and cost-efficient. It can be done in two ways i.e. Lump Sum (one time) or Systematic Investment Plan (SIP).
Those who want to grow their wealth over a longer period of time, avail tax benefits and enjoying tax-free returns on such long-term investments and who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks for those mutual fund investments are ideal.
Here are some key Benefits of investing in Mutual Funds:
• Diversification, Liquidity and Tax benefits
• Professional management and Low transaction costs
• Approach for Disciplined investment
• Invest in 8,000+ schemes across 40 Asset Management Companies
• Having wide distribution reach to all the cities through our Branches, Franchisee & Independent Financial Advisors
• We provide 33,000+ running SIPs from our current clients.
• We have built Mutual Fund AUM as a Mutual Fund Distributor.
• You can Invest in mutual fund schemes through Systematic Investment Plans (SIPs), Lump sum, Systematic Transfer Plan (STP), Systematic Withdrawal Plan (SWPs) and New fund offers (NFO ‘s) across all Equity, Debt, Balanced, Tax Saving funds assets.
• We give you the extra knowledge of trading for short term while staying invested in mutual funds for long term. Cross-Margin facility giving you an option to leverage your mutual fund units for margin required to trade in equities, derivatives, and currencies.
• We provide flexibility to invest online through a single login across all Desktop, Mobile or Web devices.
• Our advanced trading platforms give instant order placement and confirmation facility.
• Integrated access to Trade-Track-Review your portfolio through multiple platforms across all devices.
• By adding good portfolio snapshots to help you monitor your investments online 24 X 7 and enable you to make faster decisions.
• Equity, Debt, Hybrid and ELSS schemes for advice across all fund segments.
• Our Dedicated Relationship Managers and advisory team to provide timely recommendations
• Our advice across all platforms Desktop, Web, Mobile & Tablet, SmartWatch
A mutual fund is a mechanism for merging the resources insecurities by issuing units to the investors and investing funds with objectives as disclosed in offer document. They are issues units to the investors in accordance with quantum of money invested by them. Investors of mutual funds are known as unitholders.
According to the market trends, any reasonable fund managers can change the asset allocation. It can be done on a short-term basis on considerations. Though the mutual fund wants to change the asset allocation on a permanent basis, they are required to inform the unitholders.