Portfolio Building via Mutual Funds
Why Only Mutual Funds ?
Tax Efficient
Compared to other structures like PMS where every transaction is a tax event
Performance Transparency
Well Regulated
Cover Major Asset Classes
Mutual fund schemes offer exposure to equity, debt, real estate, foreign equity & commodities providing adequate diversification opportunities
Regular disclosures of NAV, performance across categories, benchmarks and portfolio holdings facilitate easy performance assessment
Aimed at retail investors. hence heavy SEBI oversight
My Process
2. Reviewing your existing portfolio
1.Understanding Your Relationship with Money
There are three parts to this -
How much money will you need and when
Your willingness to take risk
Your ability to take risk
3. Building a Strong Mutual Fund Portfolio
Selecting the optimal mix of equity, debt, international equity and commodities basis macro economic conditions and your milestones
Selecting the right Mutual Fund Managers - Using industry know-how and in-dept market research so your money is managed by the right team
4. Enabling Visibility & Transparency
On-Demand + Periodic Reporting - Email reports, on-call / in-person briefings
Continuous visibility through Client App
Is it aligned with your milestones ?
Is the risk allocation optimal ?
Do you have the right fund managers working for you?
Contact
Let's talk about your financial goals.
CALL
+91 6366967700
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