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Mutual Funds for Life

Mutual funds provide you a wide variety of products that allow you to manage your entire wealth as per your risk appetite/age and your financial goals. If you continuously invest in Mutual Funds at maximum potential and maintain proper asset allocation during the working phase of your life (20-60 years), then not only you would be able to meet your financial goals but also be able to draw a monthly income during your retired life (60-100 years).

Let us understand some key benefits of Mutual Fund Investments.

  • Mutual funds offer excellent Safety, easy Liquidity and great Returns (SLR) in the long term to beat inflation and create wealth. 
  • Much More tax effective as compared to FDs for high tax bracket income investors
  • Diversification in the form of Debt (fixed income), Gold, Hybrid, Dynamic and pure Equity Funds (further diversification such as Diversified, Large cap, Mid cap, Small cap, Thematic and Tax Saver funds) which invest in some of the best companies from India as well as abroad.
  • Mutual funds are managed by professional fund managers, who have deep knowledge and study in Indian and Global economy. This expertise is available ONLY to mutual fund investors at negligible costs.

Generally, Success in any field is achieved only with discipline. Similarly, to create wealth using mutual funds in the long term, SIPs/STPs (Systematic Investment/Transfer Plans) help you bring Discipline in your investment journey. SIPs/STPs help with averaging costs over the highs and lows of the markets. And as the great Albert Einstein said “Compound Interest is the 8th wonder of the world. He who understands it, earns it; he who doesn't, pays it!”.

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