Mutual Funds AMC Available For Investment

Top 8 Reasons to Invest in Mutual Funds

  • Mutual funds offer easy diversification for any investor—buy one fund and instantly access many individual stocks and bonds.
  • They are also professionally managed and have low entry requirements, making it easier for any investor to jump in.
  • There are many other benefits of mutual funds, including their transparency, liquidity, and audited track records.

Why to invest in  Mutual Funds?

1. Diversification

2. Professional Management

3. Tax Benefits

4. Highly Liquid

5. Higher Return on Investment (RoI)

6. Well-regulated

7. Easy Investment

8. Can invest in SIP as well as Lumpsum

 

WEALTH CREATION

Rs-500 becoming Rs-1000 is a speculative gain.

Rs-500 becoming Rs-5000 is an investment gain.

BUT

Rs-500 becoming Rs-50000 is a WEALTH CREATION 

 

 

Seven Mantras for  WEALTH CREATION 

POWER OF COMPOUNDING

INVEST REGULARLY

PATIENCE

DISCIPLINE

INVEST IN EQUITIES

SPEND LESS

BELIEVE IN FUTURE 

 

 

 

Disclaimer-

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

PMS SERVICE SCHEME AVAILABLE

FOLLOWING PMS ARE RECOMMENDED FOR 50 LAKH & ABOVE INVESTMENTS. .

WHAT IS PORTFOLIO MANAGEMENT SERVICES (PMS)?

Portfolio Management Services (PMS)

It is the service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional fund manager that can potentially be tailored to meet specific investment objectives. When one invests in PMS, he owns individual securities in his De-mat account. Portfolio manager understands each customer’s needs and prepares a model portfolio depending upon his financial goals. time horizon and investment outlook. The service also offers clients access to sophisticated investment advisory services aimed at providing strong performance. Customer has the freedom and flexibility to tailor his portfolio to apply personal preferences and financial goals.

AIF (ALTERNATIVE INVESTMENT FUNDS)

Alternative Investment Fund or AIF means any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors. ( Minimum Investment ONE Crore.)

Applicants can seek registration as an AIF in one of the following categories, and in sub-categories thereof, as may be applicable:

 Category I AIF:

o Venture capital funds (Including Angel Funds)

o SME Funds o Social Venture Funds

o Infrastructure funds

 Category II AIF

 Category III AIF

Category I AIF

AIFs which invest in start-up or early stage ventures or social ventures or SMEs or infrastructure or other sectors or areas which the government or regulators consider as socially or economically desirable and shall include venture capital funds, SME Funds, social venture funds, infrastructure funds and such other Alternative Investment Funds as may be specified.

Category II AIFs

AIFs which do not fall in Category I and III and which do not undertake leverage or borrowing other than to meet day-to-day operational requirements and as permitted in the SEBI (Alternative Investment Funds)

Various types of funds such as real estate funds, private equity funds (PE funds), funds for distressed assets, etc. are registered as Category II AIFs.

Category III AIFs

AIFs which employ diverse or complex trading strategies and may employ leverage including through investment in listed or unlisted derivatives.

Various types of funds such as hedge funds, PIPE Funds, etc. are registered as Category III AIFs.

AIF AVAILABLE- 1) ICICI Prudential CORPORATE CREDIT OPPORTUNITIES FUND AIF- I 1(DEBT) 2) ICICI Prudential Strategic Alpha Fund – A Category III Alternative Investment Fund (EQUITY)

AIF (ALTERNATIVE INVESTMENT FUNDS)

Alternative Investment Fund  ( Minimum Investment ONE Crore)

MOTILAL OSWAL VISION 2030 FUND

Equity- Flexi Cap

SIP option will  be available – ( min 10 lakh x 10 instalments)

 

AIF AVAILABLE- MOTILAL OSWAL VISION 2030 FUND

SECURED BONDS INVESTMENTS

1) GOI RBI FLOATING RATE BONDS

Eligibility:

The Bonds are open to investment by individuals (including Joint Holdings) and Hindu Undivided Families. NRIs are not eligible for making investments in these Bonds.

Issue Price:

  • The Bonds will be issued at par i.e. at ₹ 100.00 per cent
  • The Bonds will be issued for a minimum amount of ₹ 1000/- (face value) and in multiples thereof. Accordingly, the issue price, will be ₹ 1000/- for every ₹ 1,000/- (Nominal).
  • The Bonds will be issued in demat form (Bond Ledger Account) only
  • A certificate of holding will be issued to the customer as proof of subscription

2) SOVEREIGN GOLD BONDS

  • Sovereign Gold Bonds(SGBs) are government securities denominated in grams of gold. They are substitutes for holding physical gold.
  • SGBs are issued in multiples of one gram of gold where the investors will obtain a holding certificate for it. Also, they are easily convertible into demat form.
  • The Bond is issued by Reserve Bank on behalf of the Government of India and they are tradable on Stock exchange
  • SGBs are eligible to issue to any Indian resident such as individuals, HUFs, trusts, charitable institutions, and universities. Individuals can also invest on behalf of a minor.

3) 54 EC CAPITAL GAIN BONDS

In order to reduce the amount of tax that you need to pay for your capital gains, you may choose to invest the profit earned from the sale of your property on capital gain bonds that are issued by NHAI and REC under Section S4EC.
Long-term capital gains (LTCG) are taxable under the Income Tax Act. However, you can get exemption on G tax under Sections 54, 54F and 54EC. While the Sections 54 and 54F pertain to purchasing a house with the capital gains made, Section S4EC allows you to claim exemption from LTCG tax on the purchase of notified government bonds.

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