We are mutual fund distributor/advisor located in Bhikaji Cama Place, New Delhi. We serve over 3000 clients, invested in various equity and debt schemes. The key feature of our services is that we donot have any advisory/service charges * and the investors are provided with a unique Log in Id and password for online portfolio viewer for regular monitoring of portfolio. This, including hosts ofother services are available at Zero cost to our investors.
As Mutual Fund advisor we have mastered wealth creation though systematic investment route. Besides professional and ethical advice, we provided investors with a unique login ID and password foronline portfolio viewing to aid regular monitoring of portfolio. This feature comes free along with "ZERO" service charges. Our Relationship Managers (every client is assigned a specific RM) are justa phone call away.
These schemes offer tax rebates to the investors under specific provisions of the Income Tax Act, 1961. E.g. PF, PPF, LIC, ULIPS, Equity Linked Savings Schemes (ELSS). Pension schemes launched by themutual funds also offer tax benefits. Equity Linked Saving Schemes (ELSS): ELSS (Equity Linked Saving Schemes) is a mutual fund similar to any diversified equity mutual fund that routes yourinvestments into equity markets. However, it stands apart from a regular mutual fund in one major way. ELSS (Equity Linked Saving Schemes) carries a tax benefit on the amount invested, and thereforeyou have to lock-in your investment in an ELSS for three years. As the name of the scheme very clearly suggests, it is a tax saving scheme that's linked to equity. These schemes are growth orientedand invest pre-dominantly in equities. Their growth opportunities and risks associated are like any equity-oriented scheme.Few most important features of Equity Linked Saving Schemes (ELSS). Featuresof ELSS (Equity Linked Saving Schemes): a> Proxy route to directstock investments b> Lock-in feature provideslong-term investing discipline c> Provides tax saving benefits and the potentialfor higher returns d> Flexibility to investsmall amounts through an SIP (SYSTEMATIC INVESTMENT PLAN)who can buy? Section 80C of the Income Tax Act providestax benefitsto a person who buys units ofELSS, either in his own name or jointly. Individuals,what is the minimum & maximum amount of investment? Investments can be made through a systematic investment plan (SIP) or lump sum. Why ELSSEquity Linked Saving Schemes: 1. Investments in ELSS under Dividend Payout Option have the advantage of getting TaxFree gains even during the lock-in period of 3 years. 2. Lowest Lock-in period ofjust 3 years, comparing favourably with maturity period of NSC (6yrs) and PPF (15 years). 3. Minimum investment is only Rs.500. very low entry barrier. 4. Investments in ELSS (Equity Linked SavingSchemes)can be done through Systematic Investment Plan. 5. Historically, provided better returnsthan NSC, PPF and ULIPs. 6. Profits earned after the Lock-in Period is completely Tax-Free. 7. Due toits 3 year lock-in period, the Fund Manager has the freedom to invest in Fundamentally Strong Shares with huge future potential and can afford to 'wait' to unlock the value.
A Systematic Investment Plan or SIP is a smart and hassle free mode for investing money in mutual funds. SIP allows you to invest a certain pre-determined amount at a regular interval (weekly,monthly, quarterly, etc.). A SIP is a planned approach towards investments and helps you inculcate the habit of saving and building wealth for the future. SIP is not a financial instrument, but a wayof investing in mutual funds, some people confuse SIP with PPF,NSC, and mutual funds. They think they can invest in SIP. SIP is not an investment its just a mode of investment How Does SIP Work? ASIP is a flexible and easy investment plan. Your money is auto-debited from your bank account and invested into a specific mutual fund scheme.You are allocated certain number of units based on theongoing market rate (called NAV or net asset value) for the day. Every time you invest money, additional units of the scheme are purchased at the market rate and added to your account. Hence, unitsare bought at different rates and investors benefit from Rupee-Cost Averaging and the Power of Compounding.Besides SIP is most beneficial if markets are volatile or going down after you invested.Normally investors fear a downtrend but sip investments in sliding markets give handsome returns in the long run. SIP is a simple concept and hence very powerful Rupee-Cost Averaging With volatilemarkets, most investors remain skeptical about the best time to invest and try to 'time' their entry into the market. Rupee-cost averaging allows you to opt out of the guessing game. Since you are aregular investor,your money fetches more units when the price is low and lesser when the price is high. During volatile period, it may allow you to achieve a lower average cost per unit. How to StartSYSTEMATIC INVESTMENT PLAN (SIP) a> Pick any date of a month, then fill out an SIP form and an application form. b> Draw post-dated monthly / quarterly cheques , adding up to at least minimuminvestment of scheme. c> Monthly - Start on any date of any month, and stick to the same date of every month. d> Quarterly - Start on any date of any month, and stick to the same date of everythird month. e> If in any month the chosen date is not a Working Day, the transaction will be completed on the next Working Day. f> Easiest is to Contact Us:9891237575