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What is Mutual Fund?

A mutual fund is formed when capital collected from different investors is invested in company shares, stocks or bonds. Shared by thousands of investors (including you), a mutual fund is managed collectively to earn the highest possible returns. The person driving this investment vehicle is a professional fund manager.

Mutual Fund is a vehicle that enables a collective group of individuals to:

Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together. Now, let’s assume that this group of individuals is a novice in investing and so the group turns over the pooled funds to an expert to make their money work for them. This is what a professional Asset Management Company does for mutual funds. The AMC invests the investors’ money on their behalf into various assets towards a common investment objective.

Hence, technically speaking, a mutual fund is an investment vehicle which pools investors’ money and invests the same for and on behalf of investors into stocks, bonds, money market instruments and other assets. The money is received by the AMC with a promise that it will be invested in a particular manner by professional managers (commonly known as fund managers). The fund managers are expected to honour this promise. The SEBI and the Board of Trustees ensure that this actually happens.

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Comprehensive Financial Planning

It involves detailed review and analysis of all facets of your financial situation and strategies for your current goals.

Goal Based Planning

Goal-based planning is a process to link to what you want out of life and the framework for your financial decisions to help you reach these dreams.

Second Opinion

Second opinion secondary advice to help you resolve queries pertaining to pre-existing investments done and changes if may related to ever-changing market.