Advantages
A mutual fund is a pool of money that is professionally managed and is diversified in its investments. It is the most suitable form of investment for people who neither have time nor knowledge of investing directly into the stock market.
Simple Concept
The concept of mutual funds are pretty simple. You just choose the fund and invest in it, rest of the decisions will be handled by the Fund Managers.
Options to suit every need
Various schemes and options are built to cater different types of investors depending on their purpose, risk appetite and time duration.
Diversification by default
A mutual fund is a set of different types of investments. When we invest in a mutual fund, we automatically diversify our portfolio.
Professional Fund Management
The biggest advantage of mutual funds is that you have an infrastructure and a set of professionals who are dedicated to manage your investments.
How to begin with?
There are two ways of investing in a mutual fund.
Systematic Investment Plan
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ContactCategories
There are various types of mutual funds in India, SEBI has defined the following broad categories.
Equity Mutual Funds
Equity Mutual Funds Investments predominantly in equities
Debt Mutual Funds
Debt Mutual Funds Investments predominantly in debt
Hybrid Mutual Funds
Hybrid Mutual Funds Investments in a combination of various asset classes
Solution Oriented Funds
Solution Oriented Funds Built in accordance to solve a definite purpose
Need for an Advisor
- Helps us in making informed decisions, while keeping our overall assets, liabilities and financial goals in mind.
- Helps us when we are not sure of our risk profile and we need help in understanding our own investment objectives and purposes.
- Does the risk profiling of every investor who has hired them, and then recommends them a mix of different schemes and plans accordingly.
- Irrespective of bear and bull markets, an adviser steadies the nerves of the investors and keeps the emotions of the investors under check.
- The investor’s time is saved when he hires a mutual fund adviser. How? The adviser helps us save our time by assisting our KYC procedure and making sure to complete all our formalities for us before we begin investing.
Start small and gradually make it Big!
When we talk about investments via Mutual Funds; the time plays an important role in compounding your investments. Thus, it is highly recommended that we start early and make the most out of it.
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