What is a Mutual Fund?
-
A Mutual fund is a type of Financial vehicle made up of a pool of money collected from many investors to invest in securities like Stocks, Bonds, Money market instruments, and other Assets.
-
Mutual funds are operated by professional Money managers, who allocate the fund's assets & attempt to produce capital gains or income for the fund's investors.
-
A Mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.
-
Mutual funds give individual investors access to diversified, professionally managed portfolios at a low price.
-
The first Mutual fund in India was established in 1963 by Unit Trust of India under the directive of RBI.
Benefits of Mutual Funds
- Albert Einstein
One of the most Influential and Greatest Physicist of all time
"Compound interest is the Eight Wonder of the World. He who understands it, earns it… he who doesn’t…pays it."
SWOT Analysis of Mutual Funds
-
Rate of return is not Fixed
-
Investor diverges from plan
-
Doesn't match the High returns of Stocks
-
Doesn't match the High security of Bonds
-
Possibility of High rate of returns
-
Professional Fund Management
-
Beats Inflation in long term
-
Portfolio Diversification
-
Governed by SEBI
-
SIP option
-
Investment Risks
-
Fund management fees
-
Exit load fee for some funds
-
Some funds are illiquid
-
Tax on returns above ₹1lakh
-
Risk exposures for all types of Investors
-
Benefits of Compounding
-
Investments as low as ₹1000
-
Indexation benefits
-
SWP, STP options
How to Start Investing in Mutual Funds?
01
CONTACT ME ON
+91 86676 11393 or
ashok@alphagiant.in
02
GATHERING YOUR NEEDS AND EXPECTATIONS
03
PROVIDING SOLUTIONS TO YOUR FINANCIAL NEEDS
Licensed to sell Mutual Funds from the Top AMCs in India
