Mutual Funds

One of the Best Mutual Fund Services in The Game

Mutual Funds are a pool of investments that invests your money into different investment avenues. These are schemes floated by asset management companies (mutual fund houses) – usually these schemes are have various investment options and that’s why they attract investors from all walks of life. They let your wealth grow and also provide tax efficiency and saving benefits. Investors have the freedom to choose from aggressive or conservative funds, accumulate wealth while minimizing diversifiable risks, and work on their long-term objectives with comprehensive planning along with transparency and affordability in costs and expenses.

With our help, diversify your investments and get better risk adjusted returns.

  • Investors don’t have to actively participate to earn gains, which is why people are drawn to these.
  • Fund managers are the experts that analyse and manage these schemes – they find ways to minimise losses and maximise the profits, by using their extensive knowledge and experience.
  • Portfolio diversification is another beneficial aspect of these investments
  • SIPs or systematic investment planning – method of mutual fund investing which is beneficial to the investor
  • Regulatory authorities such as SEBI and AMFI have systems and process which monitor these schemes periodically.
  • Risks are tied into the profits – the riskier the investment, the better are the returns
  • Mutual funds offer short term and long term investments options– better for investors in creating wealth based on their investment horizon and risk appetite.
  • Flexibility with the amount of investments.
  • Unlike other avenues of investments, mutual funds are much more diverse, giving the investors a chance to explore different sectors or industries
  • Broadly, mutual funds are categorised based on
    • Structure of the investment scheme
      • Open-ended schemes (buy/sell whenever you wish)
      • Interval based (predefined intervals for buy/sell)
      • Closed-ended schemes (investment if fixed for the tenure of the scheme)


  • Risk profile

The level of gains is equally proportional to the risk factor

  • Ultra-low risk
  • low risk
  • medium risk
  • high risk


  • Investment goals
    • Liquid funds (safe and liquidity on-demand; short term)
    • Income funds (dividends on regular intervals; more actively managed)
    • Fixed tenure funds (closed ended; securities are bought and saved to reduce expenses)
    • Tax saving (ELSS; long term growth)
    • Growth funds (diversified to maximise wealth gain)


  • Asset type
    • Debt funds (investing in only debt securities/fixed income investments)
    • Hybrid funds (investing in both equities/stocks and debt instruments)
    • Equity funds (invest into stocks and shares from different companies)


  • Specialized funds are a unique segment altogether, since these are used to target a niche market sector or utilise a specific investor base of the market – such as sectoral funds, global and international funds, fund of funds, and so on.
  • Determine your investment objectives – prepare to chart or outline your goals for the foreseeable future
  • Decide on a risk factor – what kind of risks are you willing to take in order to maximise your gains
  • Apportion your assets – next step is to choose asset class that appeals to you as an investor, based on the previous two criteria
  • Select an apt fund house or AMC and then choose an ideal investment avenue (fund/scheme)

Who can benefit from our services?

  • High Net Worth Investors
  • Small business owners
  • Non-Resident Indian Citizens and people of Indian origin
  • Corporates and Institutions
  • Professionals as well as retail investors
  • Students

Connect with us and achieve your financial goals