Overview
Mutual funds are becoming the most popular investment vehicles offering various kinds of schemes with different investment objectives. Investments through Mutual funds are one of the safest, easiest and convenient ways of making successful investments. The investments are in congruence to the laid down investment objectives securing the goals & objectives of the unit holders.
At Rajgul, we understand the importance of financial goals of our esteemed clients and provide you comprehensive solutions to all their financial needs. Through our tailor made portfolios, we serve your needs better and help you make informed investment decisions. Our dedicated Mutual fund team gives you Solid advice backed services thus giving you the edge that you always wanted.
Why Mutual Funds
Investments can seem complicated and mystical. Since all the traditional investment avenues like bank deposits, RBI Bonds, NSC, KVP etc are becoming unattractive with the interest rate falling continuously, one needs to look for other investments alternatives. Mutual funds offer the ideal platform to participate in the Equity & Debt market indirectly through professional management.
Investments through Mutual funds are one of the safest, easiest and convenient ways of making successful investments. Mutual Funds are an ideal investment avenue since they give you the advantage of getting a professional invest funds on your behalf. If you fall into one of the following categories Mutual Funds could be a very suitable avenue to park your funds:
- If you are new to the Equity markets and don't know how exactly to invest in stocks.
- If you are taxed for time and tracking your individual portfolio of stocks seems difficult.
- If you are looking at professional expertise in investing your funds.
Apart from the above-mentioned reasons, Mutual Funds come with a host of advantages. The Indian Mutual Fund market offers a variety of schemes for you to invest and based on your individual risk return appetite, you may choose a scheme that best serves your financial objectives. In fact, you may find schemes that balance the ratio of Equity to Debt in such a way as to help you negotiate the rapid market movements.
Our Strategy
Our Mutual fund experts will always understand a client's profile before suggesting any investment. Profiling takes into consideration issues like your attitude towards risk, investment time period, life stage, expectation of return, investment objective, tax considerations etc.
Mentioned below is a brief description of the services that we offer to our clients:
- Need based advisory, fully backed with solid research.
- Dedicated Mutual fund advisors to understand your needs and help you build a tailor made portfolio.
- Monthly review of portfolios.
- Monthly Fact-sheet covering our analysis of various funds.