Mutual Funds
- A Mutual Fund serves as a vehicle for investing in assets such as equities, debt, and gold.
- When investing in an equity or debt mutual fund, your capital is pooled along with that of other investors to purchase shares or bonds in the companies held by the mutual fund. In return, you receive units that represent ownership of the underlying securities (shares), which are selected by the Fund Manager in the case of active funds or follow the index in the case of passive funds. The price or Net Asset Value (NAV) of a mutual fund unit reflects the overall performance of the underlying portfolio of securities.
- Choosing mutual funds requires comprehensively evaluating both objective and qualitative factors. You can make an informed decision by defining your investment philosophy and ascertaining the timeline for your investments. On our part, we’ll help you build a holistic portfolio by assessing both qualitative and quantitative parameters of funds and guide you through a step-by-step comprehensive framework to select the most suitable funds that will align with your investment philosophy & investor personality. Reach out to us to build a cohesive mutual fund portfolio.