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Mutual Funds

Mutual Funds are the best-diversified basket of investment options suited for all types of investors. Investors should ascertain their risk appetite, define their investment duration and what sought-after return expectations, and based on their risk category should choose the ideal allocation. In wealth Creation, we generally adopt a more equity-oriented basket and we have created 4 major baskets that will help achieve your goal.

Mutual Funds offer the diversity of investment across multiple stocks and sectors in general and provide liquidity at any time and the significant benefit of fund manager expertise in professionally managing your money. With the MF investment galloping over the years and Assets under Management exceeding over 38 lac crores bears the testimony of the investor’s faith in the Fund Manager’s ability and the MF industry as a whole. With the regulator’s initiative for adequate and transparent fund management exuding investor confidence, we are all set to reach newer milestones in the years to come to help grow the Investor’s wealth in the right direction. No wonder Mutual Funds are referred to as investment avenues that offer above-market return for a below-market risk.

S.No Key Highlights of Mutual Fund
1. Basket based investing
2. Online portfolio view
3. SIP mandate online
4. Online redemption
5. Reports downloads
6. App based transaction
7. Admin console to initiate client transaction
8. Multi asset portfolio view
9. Quick fund selection
10. Goal based calculators
11. Direct pay to MF - no risk of payment to intermediary