A mutual fund is a pooled investment where money from multiple investors is collected and managed by a professional fund manager. This money is invested in a diversified portfolio of assets like stocks, bonds, or other securities. Mutual funds offer professional management, diversification, and liquidity, making them a popular investment choice. They can be categorized into equity, debt, hybrid, and other types based on the asset allocation.
(SIP) Systematic Investment Plan
A systematic investment plan (SIP) is a plan where investors make regular, equal payments into a mutual fund.
(SWP)Systematic Withdrawal Plan
SWP (Systematic Withdrawal Plan) in mutual funds allows regular fixed withdrawals while the remaining investment continues to grow. Ideal for retirees or steady income needs, it ensures disciplined and tax-efficient cash flow.
Lumsum Investment
Lump sum investment is one of the ways of investing into mutual funds.Lumpsum investment means investing the amount at one go.
Child Education
As a parent, you want to provide the best for your children. However, with rising costs, it is becoming increasingly difficult. Investments done keeping in mind the child's educataion goal help you meet the expenses when needed.Compounding over years make it easier to accumulate big corpus over long period of time.
Retirement Plan
Retirement Plan is basically a strategy to build a retirement corpus which is large enough to cover living expenses, healthcare, and other costs after you retire, without relying on active employment. Compouding of your investments over long periods helps in buiding large retirement corpus .
Tax Savings Fund ( ELSS )
ELSS ( Tax saving mutual fund) are a great way of saving income tax under section 80C .Investors look for this investment opportunities which helps them generate wealth, get regular returns, and also save taxes.. These investments can form a part of the contribution going towards any long term goal.