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Mutual Funds
Investment in Mutual funds is a smart way to grow your wealth. Collected pool of money is combinely invested in stocks bonds and other types of various securieties to form a well diversified portfolio. This diversified approach reduces risk and allows you to benefit from professional fund management.
Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyze the market and select the best investment opportunities.
You can invest in Mutual funds through our online account called E-Wealth Account. E wealth account is simple, 100% online and the best part is it offers you dedicated mutual funds guide to understand your needs and risk profile to help you to select right scheme.
Major types of Mutual funds
Equity Mutual Funds
A private equity fund is a collective investment scheme used for making investments in various equity securities according to one of the investment strategies associated with private equity.
Debt Mutual funds
A debt fund is an investment pool, such as a mutual fund or exchange-traded fund, in which the core holdings comprise fixed income investments.
Hybrid Mutual funds
These is a mutual fund that contains a stock component, a bond component and sometimes a money market component in a single portfolio.
ELSS
Many mutual fund investors are hunting for the best Equity Linked Saving Scheme or ELSSs to save taxes under Section 80C of the Income Tax Act.
Apart from these there are many types of Mutual funds such as Index fund, Large cap Funds, Mid cap funds, small cap funds, Equity savings schemes etc. Investors are advised to take proper guidance of mutual funds distributor to select mutual fund for their specific need and risk profile.
Methods of investing and taking benefits of your mutual funds investment
SIP
Systematic investment plan is method of investing in Mutual funds in a disciplined way. You can start investing in Mutual funds through SIP as small as Rs. 100 per month.
STP
Systematic Transfer plan is method of investing in Mutual funds by Transfering funds from one scheme of mutual funds into other scheme periodically in deciplined way.
SWP
Systematic withdrawal plan is popularly used to withdraw money from your Mutual funds in deciplined way. You can withdraw money on monthly basis.
Specialized Investment Funds (SIFs)
How SIFs work?
Types of SIF Strategies
How SIFs are different from Mutual funds and other investment options
Minimum investment
₹10 lakh per investor (PAN-level, across all SIF strategies within one AMC)
Equity & ETF
We offer a state of art platform to buy and sell shares and ETFs. You can buy and sell shares, apply for IPOs through our E-Wealth account.
E wealth account is simple, 100% online.
Portfolio Management Service
Portfolio management services refer to professional investment management services provided to clients who wish to invest in financial markets. Under PMS, a portfolio manager is assigned to manage the investor’s funds, making informed decisions on behalf of the client. The primary goal is to optimise investment returns based on the client’s risk tolerance, financial objectives, and investment horizon. We offer choice of 40+ PMS Strategies from 8 different Portfolio Management Service providers to investors. Through our unique Global PMS strategy you can also invest in Global companies from US and European market.
Insurance
Insurance refers to a contractual arrangement in which one party, i.e. insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount, in exchange for an adequate consideration called as premium. The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured. The amount of money charged by the insurer to the Policyholder for the coverage set forth in the insurance policy is called the premium.
Life Insurance
Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money in exchange for a premium, upon the death of an insured person.
Health Insurance
Health insurance is a type of insurance coverage that covers the cost of an insured individual’s medical and surgical expenses. … Depending on the type of health insurance coverage, either the insured pays costs out of pocket and receives reimbursement, or the insurer makes payments directly to the provider.
Motor insurance
Auto insurance is a contract between you and the insurance company that protects you against financial loss in the event of an accident or theft. In exchange for your paying a premium, the insurance company agrees to pay your losses as outlined in your policy.
Personal accident insurance
Disability Insurance, often called DI or disability income insurance, or income protection, is a form of insurance that insures the beneficiary’s earned income against the risk that a disability creates a barrier for a worker to complete the core functions of their work.
Loans
Now you can also get loan against your mutual funds, fixed deposits which ensures that you continue to earn returns on your investments and your short term need of money gets fulfilled. This also ensures your planned financial goals are fulfilled and you need not break your investment for any emergency. Apart from loan against securities, we also guide you for your various loan requirements such as home loan, car loan, business loan, personal loan etc..
Company Fixed Deposits
We offer fixed deposits from well know NBFCs. Offer higher interest rates for senior citizen and woman investors.