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  • Mutual Funds are pooled investments which gather money from different investors - to invest in stocks, bonds, money markets, commodities and other securities.

  • They are managed by experienced Fund Managers and are the perfect solution for people who want to invest in financial markets without doing their own research. 

  • All Mutual Funds are regulated by the Securities Exchange and Board of India (SEBI) and hence, your investments are safe.




A single mutual fund can invest in hundreds of individual stocks or bonds. This limits investment risk by reducing the effect of a possible decline in the value of any one security.

Economies of Scale

Mutual Funds undertake buying and selling in large volumes, thereby reducing transaction costs compared to individual investors.

Low Cost

A mutual fund is a relatively inexpensive way for an investor to get a full-time manager to make and monitor their investments.


It is relatively easy and quick to invest and redeem money in mutual funds, compared to other assets like public provident fund, real estate, gold, etc.

Professional Management

Investing in individual securities, such as stocks, not only takes resources but a considerable amount of time, which many investors do not have. Mutual Funds are managed by experienced and qualified fund managers whose daily job is to take investment decisions based on diligent research and thorough analysis.


All mutual funds are regulated by SEBI; SEBI works to protect the investors’ interests, making the entire investment process in mutual funds thoroughly transparent and well monitored.



Equity Funds

Equity funds aim to provide capital growth by investing in the shares of individual companies. Any dividends received by the fund can be reinvested by the fund manager to provide further growth or be paid to investors. Both risk and returns are high but equity funds can be a good investment if you have a long-term perspective and can stay invested for at least five years.

Balanced Funds

These funds invest part of the money in equities and part in fixed income securities in the proportion indicated in their offer documents. The investors can balance their risk between debt and equity, as such funds aim to provide both growth and regular income.

Index Funds

Index funds are passively managed funds. These funds attempt to mirror the performance of a benchmark index like the BSE Sensex or Nifty Fifty, by being invested in the same stocks in the same proportions as the index. 

Debt or Income Funds

The aim of debt or income funds is to provide you with a steady income. These funds generally invest in securities such as bonds, corporate debentures, government securities (gilts) and money market instruments. These funds are a smarter alternative to bank fixed deposits.

Liquid Funds

Liquid funds are a safe place to park your short term money.  They are an appealing alternative to bank savings and current accounts because they provide higher interest rates, liquidity, and capital preservation.


SIP is a simple strategy for accumulating wealth over a period of time by investing regularly at fixed intervals.


SIPs offer:

Rupee-Cost averaging:

Since the investor invests regularly at different price levels of the market, a SIP can allow an investor to average the cost price of their investments over longer periods.


Disciplined Savings: By investing through SIP, you commit to save regularly, and every investment takes you a step closer to reaching your financial objectives.


Convenience: Investing via SIP is a hassle-free process. You can instruct your bank to facilitate auto-debits from your account, so you never forget to invest.


Benefits of compounding: To generate wealth, the key is to start investing early and regularly. A small sum of money invested via SIP on a regular basis can grow into a considerably large sum. Through the power of compounding, your interest earns interest, allowing you to fetch a substantial amount of wealth.


No need to time the market: Knowing when the right time is to invest in the market can pose a big dilemma. It is hard to predict when the market will be at its peak or low point. Investing through SIP keeps you from timing the market.




Contact us for a Personalized Financial Planning session.
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