Mutual Fund

Markets will have good phases and difficult phases.

We believe investors benefit from having a clear plan, appropriate asset allocation and the discipline to stay invested through market cycles.

The goal is not to own more funds.

The goal is to make your money work towards your goals.

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How We Approach Mutual Funds

Goal First

We understand what the money is for, when you need it and how much you may need.

Right Category

Equity, debt, hybrid, multi-asset or other categories are considered based on the purpose and time horizon.

Fund Selection

We evaluate funds on factors such as consistency, portfolio quality, fund management, investment style, risk and costs.

Diversification

We avoid unnecessary concentration and look at how different investments work together.

SIP & Lump Sum

We help structure investments in a manner suited to your cash flow and financial goals.

OUR BELIEF

A Mutual Fund is selected such that it fits the role it needs to play in your financial plan and never on star ratings.

Our focus is on building a purpose-driven Mutual Fund portfolio, rather than collecting a large number of schemes.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN - 51423 | Date of initial registration – 26/05/2007 | Current validity of 01/07/2027

Grievance Officer- Abhishek Pathak | officesrikavi@gmail.com | 9972520155