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Investor

We Provide various Policies to Investors.

Debt/Income Schemes

The schemes in this asset class generally invest in fixed income securities.

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Fixed Maturity Plans

These are closed ended debt schemes with a fixed maturity date and they..

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Hybrid Schemes

These schemes invest in a mixture of debt and equity securities in different proportions.

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liquid Schemes

The strategy for liquid funds include investments in short investment.

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Easy Invest

Easy Invest gives you Ease of execution, Better returns potential & Averaging of Cost

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SIP

SIP is a simple method where you put in a fixed amount every month. It helps inculcate the disciplined investing.

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Investor Camps

We organize series of Investor Training camp at a location near you.

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Processes

There are varios procedures for Transmission, Minor Accounts, Nominee Registration,etc.

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Our Investment

Whether you are a new or experienced investor, investing in a modest or sizeable portfolio, understanding certain key investment concepts is important.

Inflation

Inflation refers to a continuous rise in general price level, which shrinks the value of money or purchasing power over a length.

Risk & Return

Risk is defined as the uncertainty in the return expected from an asset class. This risk could be measured in terms of standard deviation.

Asset Classes

An asset class is a specific category of investment such as stocks, bonds, real estate or cash. Investing is a trade-off.

Diversification

Diversification indicates building/ creating an investment portfolio that includes securities from different asset classes. It spreads risks across various financial investments.

Power Triggers

Trigger facility is an additional, optional feature provided in mutual fund schemes, which enables investors to book profit automatically at a pre-defined time.

Duration

Duration measures a bond's sensitivity to changes in interest rates. It is a measurement of how long, in years, it takes for the price of a bond to internal cash flows.

How to choose a fund

Money is precious. You can’t just put your money in an investment vehicle or mutual fund without some research. Here are some things to keep in mind while choosing a fund:

Meet Diversification Targets

85%

Check For Costs

95%

Match The Scheme's Risk With Your Profile

80%

Know Your Fund Manager

90%

Mutual Fund Basics

A mutual fund is a professionally-managed trust that pools the savings of many investors and invests them in securities like stocks, bonds, short-term money market instruments and commodities.

A mutual fund is set up in the form of a trust that has a Sponsor, Trustees, Asset Management Company (AMC). The trust is established by a sponsor(s) who is like a promoter of a company and the said Trust is registered with Securities and Exchange Board of India (SEBI) as a Mutual Fund.
A mutual fund company collects money from several investors, and invests it in various options like stocks, bonds, etc. This fund is managed by professionals who understand the market well, and try to accomplish growth by making strategic investments.
Mutual funds invest in different securities like stocks or fixed income securities, depending upon the fund’s objectives. As a result, different schemes have different risks depending on the underlying portfolio.The value of an investment may decline over a period of time because of economic alterations or other events that affect the overall market.

Advantages Of Mutual Funds

Professional Investment Management

When you invest in a mutual fund, your money is managed by professional experts. This is one of the primary benefits of investing in mutual funds.Being full-time, high-level investment professionals, a good investment manager is more resourceful and capable of monitoring the companies the mutual fund has invested in, rather than individual investors.

Low investment threshold

A mutual fund enables you to participate in a diversified portfolio for as little as Rs 5000, and sometimes even lesser. And with a no-load fund, you pay little or no sales charges to own them.
For example, some bonds and fixed deposits have a minimum investment amount of Rs 25,000. Instead, you can give your money to a mutual fund, which will in turn invest in the bonds and fixed deposits. This could be done for as little as Rs 1000.

Convenience

Investing in mutual funds has its own convenience. You save up on additional paper-work that comes with every transaction, the amount of energy you invest in researching for the stocks, as well as actual market-monitoring and conduction of transactions. With a mutual fund, you don’t have to do any of that.

Transparency

SEBI regulations for mutual funds have made the industry very transparent. You can track the investments that have been made on your behalf to know the sectors and stocks being invested in. In addition to this, you get regular information on the value of your investment. Mutual funds are mandated to publish the details of their portfolio regularly.

Variety

While investing in mutual funds, you are spoilt for choice. You have a number of mutual fund schemes to choose from, which may invest in a whole range of industries and sectors, different kinds of assets, and so on. You can find a mutual fund that matches just about any investment strategy you select.

Our Partners

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Sr.No.12/18,first Floor,solankhi Complex,Kalewadi Phata,Pimpri-Chinchwad,Pune-411033.Office: +020-65100126