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Investing and savings gets a direction when these are mapped with your short term, medium term and long term Financial Goals!
Model Asset Allocation
Aligning your Investments with your Risk Profile and Investment Tenure is the ideal way to achieve Investment Success. Explore our Model Portfolios and Choose the one that Suits you.
Conservative Investor
Moderately Conservative
Moderate Investor
Moderately Aggressive Investor
Aggressive Investor
Mutual Fund Trailing Return
How Mutual Funds can work in
Monthly Investment
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
Bank
र @3% Return
Fixed Deposit
र @6% Return
Gold
र @9% Return
Sensex
र @11% Return
Mutual Fund
र @15% Return
*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)
Our latest blog
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Continued benefits of debt funds and its role in building a strong investment portfolio
On 24th March 2023, the Finance Minister proposed an amendment to the Finance ...
How SWP and STP Taxation works
Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual...
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