Investment Consultancy Service

Investment Consultancy Service

Brief Introduction about Mutual Funds:-

A mutual fund is a pool of money collected from various individual and Non individual investors and which is then invested by professional mutual fund Managers on your behalf, who invests this money for capital growth. Mutual Funds can be categorized in to Tax Saving and Non Tax Saving. Tax Saving Mutual Funds comes with a Lock in Period of three years (I.e. One Can’t Redeem/Sell MF Units before lock in period). However it provides dual benefit of Capital Growth and income tax savings under Sec 80C. On the other hand, Non Tax Saving Mutual Funds comes without any fixed lock in period and can be redeemed at any point of time. Although it is advisable to stay invested for atleast 5-7 years to see the real growth of money through mutual funds.

Why Invest in Mutual Funds??

- For Long Term Wealth Creation.
- To Meet Long Term Financial Goals & Objectives like Higher Education of your Child, Marriage, To Buy a House, To Own your favourite Car etc.
- To Save Income Taxes by investing in ELSS (U/s 80C).
- Option to Invest lumpsum (Adhoc Payment) or via SIP Mode(low risk + High Return).
- Provides Liquidity (Redeem your Mutual fund units anytime in case of urgency).
- Start Investing in Mutual Funds with as low as Rs 100 per month.
- Mutual Funds are much better than the traditional Investment Products like Bank FD
- Option to Invest in sector specific mutual fund schemes or hybrid schemes.

Documents Required??

- PAN
- Aadhar
- Cancelled Cheque
- Photo of Applicant
- Email ID
- Phone No