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Mutual Fund

Industry which provides investment options in different asset class under one umbrella considering Safety, Liquidity and Risk parameters with better tax efficiency.Investing in mutual funds, an investor can get access to equities, bonds, money market instruments and/or other securities that may otherwise be unavailable to them and avail of the professional fund management services offered by an asset management company.

Following are the type mutual funds which we offer:

  • Equity Funds - Investment is in 100% equity instruments like shares of Indian Bluechip Companies in different categories of funds. Investors with long term view with wealth creation and high risk appetite should consider this investments. Here are the categories of schemes under equity funds:

  • Large Cap Fund
  • Mid Cap Fund
  • Small Cap Fund
  • Multi Cap Fund
  • Large & Mid cap Fund
  • Focused Funds
  • Index Funds
  • Arbitrage Funds

  • Debt Funds - Debt is basically an interest based instrument, low volatile in nature, available for different time period. Basically there are different debt products which can be substitute to our current banking needs like Current A/c, Savings a/c, RD, and Bank FD. Returns are more tax efficient than other fixed rate instruments. There are various types of debt instruments are available as per ones need from 7 days to 7 years.
    Following are the basic criteria for debt funds. Investors with low risk appetite and looking for alternate to Banking needs can go for this.

  • Upto 1 Day – Overnight Fund
  • 1 - 3 months – Liquid Fund
  • 3 – 6 months – Ultra Short Term Funds
  • 6 -12 months – Low Duration Fund
  • 1 – 3 years – Short Duration Fund
  • 4 – 7 Years – Medium to Long Duration Fund

  • Hybrid Funds - Hybrid funds are basically mixture of Equity & Debt, comparatively low volatile then equity funds. These are the products for moderate risk investor with less volatility and medium term investment horizon.
    Following different types of funds are available under these categories with equity as well as debt taxation.

  • Hybrid Equity - Balanced Funds
  • Hybrid Debt funds
  • Balanced Advantage funds

  • International Funds - We provide facility and guidance to invest in top most companies of the world like Microsoft, Google, Apple, Amazon, Berkshire Hathaway to name a few, and wants to create a wealth with the international portfolio with Indian currency.
    Investors particularly HNIs and individuals those who have large exposure in Indian equities and wants to diversify their portfolio can think of this option.


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