Mutual Funds is a Financial Asset which acts as an important vehicle to reach you to your financial goals. With liquidity, transparency, fund manger expertise, Mutual Funds fit well in a clients investment portfolio.
Some Mutual Fund schemes are suitable for short term requirements or goals, whereas some are better for long term goals. It can get very confusing to choose a fund that is both suitable, competent and most importantly meets your risk appetite and intent.
Let us help you make an informed choice.
How we can help
- Assess your financial goal and risk appetite
- Calculate the ideal amount to invest
- Explore the various types of funds and understand their benefits
- Allocate the right amount for the right kind of fund
- Take you through the KYC process to get started with your investment
Mutual Fund Transaction Facilities offered
|Systematic Investment Plan (SIP)|
|Systematic Transfer Plan (SWP)|
|Systematic Withdrawal Plan (SWP)|
|Stop Systematic Transactions|
Ready to get started?
Don’t hesitate to contact us for any kind of information
102, Twinkle Apartments,
1st Floor, Opp. State Bank of India,