Top Mutual Fund Advisor / Agent in Mumbai, India

“Never depend on a single income, make an investment to create a second source.” - Warren Buffet

Equity

People want to invest in shares and equity market, but due to lack of authorized options available in the market, very few of them actually invest. As we all know that the best way to increase wealth is by investing in the stock market. However, it has to be researched and handled very carefully

IPO

IPO gives investors the opportunity to invest early in companies and gain higher investment returns in a shorter time span. We keep track of companies entering the capital markets. Our timely guidance will guide you to make the right investments for your portfolio, at the right time.

PMS (3rd Party Advisory)

Portfolio Management Service is a specialized professional service offering a variety of investment solutions for its different investors. The Investment solutions provided by our advisors cater our clients to make most of the market opportunities when they arise and fall.

Mutual Funds

Equity Funds

Equity funds generate high returns by investing in the shares of companies of different market capitalization. They generate higher returns than debt funds or a fixed deposit. An equity fund invests 60% or more of its assets in equity shares of…

ELSS

An Equity Linked Savings Scheme (ELSS) is an open-ended Equity Mutual Fund that doesn’t just help you in saving tax but also gives you an opportunity to grow your money. ELSS qualifies for tax exemptions under section (u/s) 80C of the IT Act.

Hybrid Funds

A hybrid fund is an investment fund that is characterized by the diversification of two or more asset classes. These funds typically invest in the mix of stocks and bonds. They are also known as asset allocation funds. Hybrid funds offer the investors..

Liquid Funds

Liquid funds are the mutual fund schemes that invest their corpus in financial instruments such as Bank fixed deposits, Treasury Bills, Bill Rediscounting, Commercial Paper and other debt securities with maturities up to 90 days.

ETF

An ETF is a marketable security which tracks an index, a commodity, bonds, or a basket of assets like an index fund. Unlike mutual funds, an Exchange-Traded Fund trades like a common stock on a stock exchange. ETF price changes throughout the day as they…

Debt Funds

A debt fund is an investment pool, like a mutual fund or exchange-traded fund, in which core holdings are fixed-income investments. We advise our clients in investing in debt fund short-term or long-term bonds, securitized products, money market instruments…

Systematic Investment Plan

In SIP, one invests a fixed amount of money in a mutual fund of your choice every month and the money is automatically debited from your bank account. There are many advantages to investing your money in mutual funds…

Systematic Transfer Plan

An STP is a plan that allows investors to give consent to a mutual fund to periodically transfer a certain amount or units from one scheme and invest in another scheme of the same mutual fund house.

Systematic Withdrawal Plan

Systematic Withdrawal Plan allows an investor to withdraw a fixed or variable amount from his mutual fund scheme on a preset date every month, quarterly, semi-annually or annually as per his needs.