Choosing MF investments can be hard.
We’ll make it SIMPLE.

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We build diversified portfolio on bases of Historical Performance, Portfolio stocks evaluation and Risk profile of fund.

Answer few questions it will help to evaluate your profile.

Answer few questions it will help us to evaluate your profile

Step 1 - 5

My current investment Allocation (Others we will considered as short term reserves) ?

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Stocks

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Mutual Funds

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Fix Deposit

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Real Estate

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Any Others

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Evaluating your Investment Profile

Step 2 - 5

My Current and future income Source (Business, Salary, Rental Professional income etc.) are?

Evaluating your Investment Profile

Step 3 - 5

If your investment not performing how long you will remain invested?

Evaluating your Investment Profile

Step 4 - 5

To reach my financial goal, I prefer safe investment even if it means lower growth overall ?

Evaluating your Investment Profile

Step 5 - 5

Which option will you choose for you investment in mutual fund ?

Based on your answers, you are comfortable in investment of moderate risk.

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Return expected (12-15 ) % P.A over 10 years

Midcap Funds

Perform well & enhance yield for long term wealth creation.

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Large cap Funds

Provide stability or long term wealth creation.

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Hybrid Funds

Strengthen the portfolio for every market cycles.

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Arrange a call back to discuss more about Funds allocation and scheme details based on historical performance, risk profile & stock selection of fund.
OTP Varification