You can choose from our varied options of transactions such as:
A Mutual Fund scheme is a financial instrument which is created by making a pool of money, collected from different investors. Asset Management Companies (AMCs) invest the money in various securities such as company shares, bonds, stocks, debts, and several other assets, etc. These open-ended investments are efficiently managed and allocated in different securities by these AMCs. This helps the investors to grow their wealth through these investments.
The gain generated or income from these investments is distributed among all the investors, post deducting certain expenses, by calculating the Net Asset Value of the mutual fund scheme.
Mutual funds offer you a great method to diversify your holdings instantly. You put a small amount of money into one or more funds and get access to a diverse pool of investment options. If you are looking for a diversified investment portfolio with safety from market volatility, then Mutual Funds are the perfect solution for you.
You do not need to put a huge amount of money to invest but can start small as per your budget and comfort.
Mutual Funds are easily accessible from a safe medium by which you can invest from any location in the world.
The availability of different schemes allow you to build a diversified portfolio at a very low cost and without much difficulty
Ascertain your budget and risk level; and then choose through a transparent and safe process of investing.
You can invest in personalized schemes, depending on your income, risk appetite and investment goals.
By investing in Mutual Funds, exempt upto Rs. 1.5 lakh a year under section 80C of the Income Tax Act.
These invest predominantly in equities i.e. shares of companies. The primary objective is wealth creation or capital appreciation.
They have the potential to generate higher return and are best for long term investments.
These invest in Fixed Income Securities, Commercial Papers and Debentures, Bank Certificates of Deposits and Money Market instruments, etc. These are relatively safer incomes and are suitable for income generation.
Examples would be Liquid Funds, Short Term, Floating Rate, Corporate Debt, Dynamic Bond, Gilt Funds, etc.
These invest in both Equities and Fixed Income, thus offering the best of both, Growth Potential as well as Income generation.
Examples would be Aggressive Balanced Funds, Conservative Balanced Funds, Pension Plans, Child Plans and Monthly Income Plans, etc.
To make the journey of asset and risk management more fulfilling and safe, Sandeep Jain, was established in 2007. Since then, it is the most trusted and very renowned financial management firm based in Ahmedabad.
