Having difficulty assessing so many mutual funds and which ones to invest in?
Multiply your savings through Mutual Funds.
Investment in mutual funds is no longer a complex procedure. We will apply and monitor the stock holdings for you, and that too by making sure through diversifying your funds and the risks associated.
Research, Planning and Strategizing the market risks to take leverage of techniques through SIP (Systematic Investment Plan) and STP (Systematic Transfer Plan), your Epitome Wealth advisor will help flourish the investments or assets that can be liquidified at your request.
Benefits of Investing in Mutual Fund:
Tax Benefits
You are exempted from tax on your gains from mutual fund investments as opposed to other security investments as long as you are continuing to invest for more than 12 months.
Diversification
Stashing all your money under one roof is not a wise idea. Mutal Funds are easy to invest starting with smallest of the investment amounts helping you to Diversify funds across various investment schemes to help lower risk of loss on investments.
Ease of access
Smaller investment funds and the ability to withdraw gains at anytime
Transparency
All mutual fund investment schemes follow strict standardized SEBI regulations to protect investors.
Which Mutual Fund Schemes are suitable for my investment?
As your advisor, we will need to know our client requirements through KYC procedures for Mutual Funds investment as a standard procedures before. Based on which, we will be able to provide you all the guidance on how to invest on the following schemes:
- Equity Funds for long term wealth multiple investments
- Hybrid Funds for low equity returns
- Exchange Traded Funds for parallex investment
- SIP Systematic Investment Plan
- Debt Funds for short term savings
- International Funds for global investments