Mutual Funds
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Starting mutual funds can be quite daunting even if you know your funds are being handled by experts. But with Advents in the picture, Mutual Funds become a smooth adventure you look forward to. We not only manage your portfolio but help you create a well balanced mutual funds portfolio
Four types of mutual funds you should invest in:
- Equity funds
- Debt funds
- Hybrid funds or Income funds
- Real asset funds
If done well, mutual funds are a quick and efficient means of managing money. However, if done by a novice you can drain out a lot of wealth. We help you create a mutual fund portfolio based on your wealth, age, ambitions and financial stability
We empower
We not only empower our customers with knowledge but our calculaters and frequent portfolio reports help customers find out exactly how much they need to invest to reach their financial ambitions
We are thorough
We comb through your mutual fund portfolio regularly to asses your gains and losses and suggest necessary steps to further optimise your income. Our mutual funds reports gives you a birds eye view of your overall gains
Frequently asked questions
A mutual fund is a company that collects money from many investors and uses their knowledge in the field to invest their money in stocks, bonds, short-term money market instruments, other securities or assets. Most mutual funds are a combination of these investments.
With an experienced manager overlooking your mutual fund holdings, it can be a quick and efficient means of managing money.
While mutual funds have a bigger risk than fixed deposits, they are mostly beneficial if done properly. With mutual funds, you have to be prepared for short term losses to receive long term gains
While Mutual Funds are not tax free, you do get some tax benefits in some mutual funds. Dividends and equity mutual funds are tax free in the hands of the investor, the AMC pays a dividend distribution tax at 11.648%
While a few mutual funds like Equity Linked Savings Scheme (ELSS) funds have a 3 year lock in period, most funds are liquid investments and can be withdrawn any time
We are a team of financial experts who treat you more like a partner than a client. Our suggestions are always catered to your financial goals and ambitions. We take pride in our work and our ability to soar new heights
Yeah, it is possible for mutual funds to make you rich if you go about it maturely. Mutual funds give you compound interest so if you invest your money long term you can expect a sizable income during your retirement
Make Your Surplus Income Bring Back Massive Gains
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