Features

• Diversification: Wide exposure to a range of assets, which helps spread risk.
• Professional Management: Fund managers make the investment decisions for you.
• Liquidity: Mutual funds allow you to redeem your units easily.
• Market Risk: Like stocks, mutual funds are volatile based on market conditions.

Suitable for

• If you're looking for a less hands-on approach to investing but still want exposure to equities or bonds.

• If you want to diversify your portfolio with minimal effort.

• For long-term goals like retirement, equity-based mutual funds can provide good returns over time.

bBETTER GROWTH

bBETTER GROWTH guides clients through mutual fund investments by offering personalized advice and continuous support by

• Understanding Client Goals:

  Evaluating financial objectives, timelines, and risk tolerance to suggest appropriate mutual funds.

• Fund Recommendations:

  Proposing equity, debt, hybrid, or index funds based on the client's preferences.

• Risk Management:

  Creating asset allocation strategies and regularly rebalancing portfolios.

• Ongoing Monitoring:

  Monitoring fund performance, providing reports, and keeping clients updated on market developments.

• Tax Optimization:

  Offering advice on tax strategies and recommending tax-efficient funds.

• Client Education:

  Making aware clients about mutual funds and investment options, market trends, micro & macro-economic influences.

• Regulatory Compliance:

  Ensuring ethical conduct, transparency, and adherence to industry regulations.

• Invest, Withdrawal & Exit Strategies:

  Supporting in planning systematic withdrawals and exit strategies to reach their financial goals through SIP Systematic Investment Plan, and Lump Sum investments.