Mutual Funds

“Wealth cannot be acquired overnight, but can be built over a period of time”

There are 43 Mutual Funds Companies managing 39 lakh Crores of AUM (Assets Under Management) having more than 800 schemes. People often confused about where to invest and how to invest in Mutual Funds. We are here to help people to invest and get a good returns as per their financial Goals.

3 powerful tools of mutual fund investments

SIP – Systematic Investment Plan
STP – Systematic Transfer Plan
SWP – Systematic Withdrawal Plan

More than 350 Goal-Based SIPs are currently running

Why Mutual Funds as Investment?

Professional Management
Diversified investment option
Transparency
Tax efficient
Easy Liquidity
Disciplined investment
Cost-effective
Can start with a smaller amount
No lapse or No lock-in
Flexibility
The benefit of the Power of compounding
No need to time the market
Can invest online or offline
Simple and Easy to understand
Option of monthly SIP and one-time investment
Stop, start or switch any number of times

STP (Systematic Transfer Plan)

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

Benefits of STP:

Consistent Returns
Rebalancing of Portfolio
Averaging of Cost

SWP (Systematic Withdrawal Plan)

Systematic Withdrawal Plan (SWP) is a service offered by mutual funds which provides investors with a specific amount of payout at a pre-determined time intervals, like monthly, quarterly, half-yearly or annually.

SWP is good for investors who look for regular income for over a period of time.

Benefits of SWP

Fixed Regular Income
Tax Advantage
Monthly, Quarterly or Daily withdrawal frequencies

Make your MONEY works for you

Shanubhog Nagarajrao Sanjeeva is an AMFI-Registered Mutual Funds Distributor, ARN-102755

Mutual Funds Investments are subject to market risks before investment please read all scheme-related documents carefully.