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As already mentioned, investing in mutual funds is called goal-based investment, and all the decisions regarding the type of fund, level of risk, duration of investment, and expected amount of returns are made on the basis of the end goal for which the investment in being made.
As a mutual fund is a goal-based investment avenue, the entire investment strategy revolves around the financial goals which you would like to realize via your investment in mutual funds. Moreover, before you begin your journey towards investing in mutual funds, we perform an in-depth analysis to understand your existing financial position, expectation from the investments, ideal investing amount, and the level of risk that you can take to achieve your goals.
Based on the result of the analysis, we at Bhavya Sahyog create a custom-made investment plan for you that focuses on investing in only those unique funds whose required investment amount matches your unique income and expenditure structure and who are capable of generating the results that will enable you to achieve your financial goals.
A lot of people have a misconception that only the rich can invest. But, the best part about investing in Mutual Funds is that neither you have to be rich, nor do you need to earn a substantial amount of income every month to invest in mutual funds.
Under a SIP i.e. Systematic Investment Plan, you can even start your mutual fund investment by investing Rs. 1,000/- per month. These small monthly investments eventually become a substantial amount in the long run. While there is no minimum amount to start investing in mutual funds, the power of compounding enables the mutual funds to grow without any limit and generate returns that are beyond expectations. Depending on your requirement you can choose from the following types of mutual funds you wish to invest in:
Portfolio Diversification: Mutual funds are the most convenient and affordable way of gaining access to a wide range of investments that would be very difficult and time-consuming to purchase and manage individually. Professional Fund Management: Actively managed mutual funds also give you the benefit of professional fund management. The funds are selected by tracking the markets, analyzing investments, and implementing a consistent investment strategy.
A large amount of Mutual Funds offers the investor a wide variety of funds to choose from. An investor can pick up a scheme depending upon his risk or return profile.
A wide range of mutual funds are available to help meet the needs of every type of investor, from conservative to very aggressive. It also helps you to meet a variety of investment goals, from an emergency fund to saving for a vacation, education, or retirement.
In open-ended schemes, you can get your money back promptly at Net Asset Value (NAV) related prices from the Mutual Fund.
Over the long term, Mutual Funds have the potential to provide a higher return as the funds are invested in a diversified basket of selected securities.
Mutual Funds are a relatively less expensive way to invest compared to directly investing in the capital markets because the benefits of scale in brokerage and other fees translate into lower costs for investors.
Mutual Funds regularly provide investors with information on the value of their investments. It also provides complete portfolio disclosure of the investments made in various schemes and also the proportion invested in each asset type.
All Mutual Funds are registered with SEBI and they function within the provisions of strict regulations designed to protect the interests of investors. The operations of Mutual Funds are regularly monitored by SEBI.
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Tel. No : +91 22 4015 0823 / 4015 0863
Tel. No : +91 22 400038585 / 47834842
Email: nirav@bhavyasahyog.com
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