Friday, September 10, 2021

Mutual Funds (inactive services)

 

Mutual Funds (*We still stopped this service!)

Systematic Investment Plan (SIP)

1) You can do mini Rs. 1000/- SIP per month.

2) Investments amount will be deduct (auto debit) from your bank account on perticular date.

3) Fund Manager will purchase when fund's market price is low. so, you get more unites. 

4) You can get here risk adjusted returns!

5) Kee MF investment for long term.

6) Divide your investment risk by doing invest in more Mutual Funds. 

7) You can get Tax benefits investing through ELSS MF schemes.

We have available all AMC's Mutual Funds!


MF online account KYC documents list

1) Pan card 

2) Adhar card (both side)

3) Canceled cheque

4) Client Declaration form (signed as per Pan card sign)


MF Offline account KYC documents list

1) Pan card 

2) Adhar card (both side)

3) Canceled cheque

4) Photo (passport size)

5) Application form signed

6) Investment cheques.


Our Tie-up with Bank for Mutual Fund.



*Long term:*


*1) MF (Mutual Funds) minimum 5 yrs. & above horizon! All AMC's MF Schemes available!*


*2) TAX Savings: Investments of 1.5 Lacs Rs Tax free! 3 years Lock in period! All investments only in Equity market!*


*3) SIP: Investments start from 1,000/- of rs. monthly / multiple of 1,000/- rs. In verius MF Schemes (investments Auto Debit facility from investors registered bank account on perticular selected date.)*


*Liquidity: Redemption (Withdrawal) in 2/3 working days!*


1) On and Average CAGR Returns 8 to 12%. (Can expect: Approximately in long term investment annually. Growth option)


2) MF for TAX Savings: On and Average CAGR Returns 10% to 15%. (Can expect: Approximately in long term investment annually. Growth option)


*Note: All returns are flexible not a fix rated. CAGR: Compounding Annual Growth Returns.


*Facts:*


1) It's Long term investment means 5 yrs. & above.


2) SIP can gives you more Units!


3) Last or Current performance is not Future performance so take advice of authorised advisor. 


4) CA (Chatter Accountant) not a authorised person for investments, It's authorities for Accounting & Tax only. Authorised person is MF Advisor registered by AMFI & SEBI.


πŸ‘Œ*Note: Special Extra Research Services available for best results in MF, if anyone needed!* 


*Daily updated NAV's rates available after 08:00pm.*




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