Mutual Fund Basics

Mutual Funds are collective investments which collects money from investors to invest in different instruments like Stocks, Bonds, short-term money market financial instruments, and other securities.

The investment in Mutual Funds is handled by professional Fund Managers. The Securities Exchange Board of India (SEBI) regulates the Mutual Funds in India. The unit value of the Mutual Funds is known as net asset value per share (NAV) which is declared on daily basis. Investors can invest in Mutual Funds by way of Lump sum (One Time Investment) and Systematic Investment Plan (SIP)

What is Systematic Investment Plan?

An investor commits to invest a specific amount for a continuous period at regular intervals, this ensures that he gets more units when prices are lower and fewer units when prices are high, this works on the principle of rupee cost averaging when invested at different levels and automatically participate in the swing of the market.

Financial Planning

Want to better manage your finances, but aren't sure where to start? Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. Working with an experts, you can secure your financial well-being and give you peace of mind and help you reach financial planning success. Our expert will help you to achieve your goals like -

  1. Child’s Education
  2. Child’s Marriage
  3. Retirement Planning
  4. Tax Planning