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EQ & MF

Mutual Funds 

Begin your journey in increments!

Whether you have    1 or    1,000,000,000, wealth management should be a priority

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How it works

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STEP 1

Meet. Discuss. Contribute

Complete our questionnaire to find the best options to match your needs and goals

STEP 2

Risk Analysis. Set Priorities. Recommendations

Work with our advisor to develop a plan that helps you reach your goals

STEP 3

Let’s begin the journey!

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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.

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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.

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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.

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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.

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FAQs

Frequently Asked Questions

For more Information

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