Positive actions combined with postive thinking
results in sucess.

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  • Frequently Asked Questions

    • The process of creating strategies, considering all relevant aspects of YOUR FINANCIAL SITUATION, to manage your financial affairs that help you to meet your life goals.

    • One should never invest in Mutual Funds, but should invest through them. To elaborate, we invest in various investment avenues based on our requirements, e.g. for capital growth - we invest in equity shares, for safety of capital and regular income - we buy fixed income products. The concern for most investors is: how to know which instruments are best for them? One may not have enough abilities, time or interest to conduct the research. To manage investments, one can outsource certain tasks one is unable to do. Anyone can outsource ‘managing one’s investments’ to a professional firm – the Mutual Fund company. Mutual Funds offer various avenues to fulfill different objectives, which investors can choose from based on one’s unique situation and objective. Mutual Fund companies manage all administrative activities including paperwork. They also facilitate accounting and reporting the progress of the investment portfolios through a combination of Net Asset Values (NAVs) and the account statements. Mutual Fund is a great convenience for those who need to invest their money for future requirements. A team of professionals manages the money and the investors can enjoy the fruits of this expertise without getting involved in the mundane tasks.

    • You can start investing in Mutual Funds with just ₹ 500 a month! People feel that to earn meaningful returns, large sums must be invested in Mutual Funds. Well, you can start by investing as little as ₹ 500 per month and gradually increase your investment as your income rises.
      Mutual Funds are meant for everyone from the Aam Aadmi to the Bada Aadmi (a common man to high net worth individual).
      There are three mantras to help the small saver aim for a larger goal:
      a. Start early - even with a small amount
      b. Invest regularly - no matter how small the amount
      c. Stay invested for a long term - to give your investments the opportunity to grow
      Mutual Funds have evolved to suit every kind of investor over time. Even if the investment amount is low, regular investments and a disciplined approach can help you build a large corpus over time.