Mutual Funds
Begin your journey in increments!
Whether you have 1 or 1,000,000,000, wealth management should be a priority
Types of Portfolios
Invest for at least 3 years with a minimum of Rs. 500. Mutual fund holders may avail up to Rs. 1,50,000 deduction under section 80C of the Income Tax Act, 1961.
Tax Saver
Save tax, create wealth
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Invest for at least 10 years to accumulate a corpus of 5cr for retirement at 60. For a 40-year-old, a monthly SIP of 55,000 is required to achieve this goal, while a
45-year-old would need 1,05,000 SIP.
Retire Easy
Celebrate the life you earned
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Child Education
Making your child’s world better
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Invest for 8-10 yrs for your child's education. Consider double-digit inflation in education cost. E.g. An MBA costing 20L now, will cost 50L in 10yrs with 10% inflation. Mutual funds aid in selecting asset mix for your goal.
Emergency Fund
There’s always something coming in a few months that will cost money. So be prepared!
Skip fretting over unexpected expenses and start an emergency fund. Save 6-12 months of living expenses for contingency. Mutual funds help you prepare and save for the unknown.
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G.O.A.L
Get Out and Live!!!
Goal-based investing targets specific life goals, such as purchasing a car, building a dream home, or planning a vacation. With appropriate investments, you can achieve these aspirations without cutting corners. SIP is an ideal tool to meet your financial goals.