Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together. Now, let's assume that this group of individuals is a novice in investing and so the group turns over the pooled funds to an expert to make their money work for them. This is what a professional Asset Management Company does for mutual funds. The AMC invests the investors' money on their behalf into various assets towards a common investment objective.
Mutual Fund is a vehicle that enables a collective group of individuals to:
Pool their investible surplus funds and collectively invest in instruments / assets for a common investment objective.
Optimize the knowledge and experience of a fund manager, a capacity that individually they may not have
Benefit from the economies of scale which size enables and is not available on an individual basis
Typical classification of mutual fund schemes on various basis:
Tenor refers to the 'time'. Mutual funds can be classified on the basis of time as under:
1.Open Ended funds
These funds are available for subscription throughout the year. These funds do not have a fixed maturity. Investors have the flexibility to buy or sell any part of their investment at any time, at the prevailing price (Net Asset Value - NAV) at that time.
2.Close Ended funds
These funds begin with a fixed corpus and operate for a fixed duration. These funds are open for subscription only during a specified period. When the period terminates, investors can redeem their units at the prevailing NAV.
We offer a progressive financial planning & INVESTMENT ADVISORY SERVICES that differentiates itself by being disciplined, well researched & investor services oriented. We are a independent investment advisory and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Extending hands of professionalism, ethics, integrity and experience we shall be your financial encyclopedia, catering to every one with customized asset allocation, and financial solutions, simultaneously keeping our investors well informed.
Managing investments to achieve one’s financial goals has always been the most complicated question because investment routes depend upon the risk profile of an individual. The bigger task that has always challenged individuals is to assess the risk profile and then recommend the ideal investment strategy by optimal usage of the available investment tools.
We are service providers for financial investment needs of our clients. Understanding the client’s requirement and providing with solutions that best suits them. We design the investment plans for every client as per their financial strength and desire to invest in a particular market.
We ensure all the Essentials of Financial Planning like Fundamentals, Insurance, Retirement, Investments, Taxes, Inflation and Future goals are taken into consideration and are not treated in isolation while recommending strategies. The ultimate goal of Financial Planning is to ensure you achieve Your Life's Financial Objectives like achieving your dreams & goals, being prepared and overcoming challenges faced during life changing events and attaining financial discipline in life.
We welcome you to explore and benefit from this holistic approach of Financial Planning road map to FINANCIAL FREEDOM.
Have a requirement?
Get Best Price
Have a requirement?
Get Best Price