We help investors with their long-term investment planning, doing in-depth work on formulating clients' investment strategies, helping them fulfill their needs and goals.
We will be part of the client's investment strategy for a long period of time ,monitoring the client's investments and continue to work with the client as goals change over time.
Benefits of being a “Right Investor” with us
As an investor, you would like to get maximum returns on your investments, but you may not have the time to continuously study the stock market to keep track of them. A lot of people take a chance and speculate, some get lucky, most don t. This is where mutual funds come in. Professional management. Qualified professionals manage your money, but they are not alone. They have a research team that continuously analyses the performance and prospects of companies. It is a continuous process that takes time and expertise which will add value to your investment.
Diversification. Diversification lowers your risk of loss by spreading your money across various industries and geographic regions. It is a rare occasion when all stocks decline at the same time and in the same proportion.
More choice. Mutual funds offer a variety of schemes that will suit your needs over a lifetime. Tax benefits. Investments held by investors for a period of 12 months or more qualify for capital gains and will be taxed accordingly. These investments also get the benefit of indexation.
Liquidity. With open-end funds, you can redeem all or part of your investment any time you wish and receive the current value of the shares. Funds are more liquid than most other investments.
Rupee-cost averaging. With rupee-cost averaging, you invest a specific rupee amount at regular intervals regardless of the investment's unit price. As a result, your money buys more units when the price is low and fewer units when the price is high, which can mean a lower average cost per unit over time. Rupee-cost averaging allows you to discipline yourself by investing every month or quarter rather than making sporadic investments.
Transparency. As a unitholder, you are provided with regular updates, daily NAVs, as well as information on the fund's holdings and the fund manager's strategy.
Regulations. All mutual funds are required to register with SEBI (Securities Exchange Board of India). They are obliged to follow strict regulations designed to protect investors. All operations are also regularly monitored by the SEBI.