SIP(Systematic Investment Plan)
SIP works on the principal of regular investing. It is a method of investing a fixed sum, regularly, in a mutual fund scheme. The investor instructs mutual fund to invest a fixed amount (weekly, monthly, quarterly, etc.) and the money gets automatically transferred from your bank account and invested in the mutual fund of your choice. The investor is allocated a certain number of units based on the ongoing market rate (called NAV or net asset value) for the day.
Our Selection Process
How we select the best Mutual Funds for you.
Track Record & Rating
We select funds with at least 5 years of good track record, high ratings from VR and Asset Under Management (AUM) of over Rs.500 crore.
Stressing on Diversified Funds
Selecting a diversified fund over various sectors allow you a well diversified portfolio that is relatively lower on risk. Thematic or sector funds are recommended to high risk appetite investors only.
Fund selection as per client need
We select funds as per client's specific requirement. i.e. growth funds for compounding and dividend funds for regular income.