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Investment Calculators
SERVICES
Financial Services
Mutual Fund Investment
We simplify the investment process, ensuring your money works harder and smarter, guiding you towards sustainable growth and financial security.
Investment Services ( Mutual fund, Bonds, FD, NCD)
Our comprehensive approach covers a wide range of investment options that empower you to make confident investment decisions.
Goal-Based Investment
We believe in aligning your investments with your personal and financial aspirations. Our goal-based investment approach is designed to help you achieve your specific financial objectives.
Retirement Planning
Our expert advisors offer tailored retirement planning stratergies and work closely with you to assess your current financial status, set realistic retirement goals, and create a personalized plans.
FAQ
+ What services do you offer?
We offer a range of financial services, including goal-based investment strategies, retirement planning, and comprehensive financial consultations tailored to your needs.
+ How can I start investing with you?
To begin investing, you can schedule a consultation. We will discuss your financial goals and create a personalized investment plan.
+ What is Mutual Funds?
A mutual fund is a pooled investment vehicle that combines money from multiple investors to create a diversified portfolio of stocks, bonds, or other securities. Managed by professionals, it offers diversification, liquidity, and proportional returns, making it accessible for individual investors.
+ What is SIP?
SIP (Systematic Investment Plan) allows investors to invest a fixed amount regularly in a mutual fund. It's a disciplined approach to investing, with automatic deductions from the investor's bank account. SIPs are ideal for building wealth over time by overcoming market timing.
+ What is STP?
STP (Systematic Transfer Plan) lets investors move a fixed amount from one mutual fund to another regularly. It's often used to gradually shift investments between funds, like moving from equity to debt for risk management or vice versa for growth.
+ What is SWP?
SWP (Systematic Withdrawal Plan) enables investors to withdraw a set amount from their mutual fund at regular intervals. It provides a steady income stream while reducing the investment balance over time. Investors should consider the long-term effects of such withdrawals.
+ What is Expense Ratio?
It is the annual fee a mutual fund charges its investors to cover operating costs, including management fees, administrative expenses, and other costs. It is expressed as a percentage of the fund’s assets. A lower expense ratio is generally better for investors as it means fewer costs eating into returns.
+ What is ELSS?
ELSS (Equity Linked Savings Scheme) is a type of mutual fund that invests primarily in equities & offers tax benefits under Section 80C of the Income Tax Act in India. It comes with a lock-in period of three years, making it a popular choice for long-term investors seeking tax savings and potential growth.
+ What is NAV?
NAV stands for Net Asset Value. In the context of mutual funds, NAV represents the per-share value of a mutual fund. It is calculated by dividing the total value of all the fund's assets by the number of outstanding shares.
+ What is NFO?
NFO stands for New Fund Offer. It refers to the launch of a new mutual fund scheme or investment product by an asset management company (AMC). During an NFO, the AMC offers investors units of the new scheme for the first time.