Our Strategy & Services
Mutual Vision attempts to achieve a fine balance between equity investments for growth and Fixed Income investments for totally replacing the tax-inefficient FD investments with debt funds (No risk, better taxation). All this, along with complete folio management services.... absolutely FREE to the investor!!!
Some distinguishing features of our investment services:
1 : Smart Investment according to market situation:
- Monthly investment rate into equity mutual funds is varied from conservative to aggressive considering the market valuations. Maximize equity allocations during attractive market zones and minimize fresh equity allocations during expensive zones.
- Selection of 100% equity or hybrid mutual funds based on market valuations and investor risk profiling.
- Over and above regular STPs, an aggressive buying approach during major market corrections.
- At high valuations, discontinuation of regular STP and partial profit booking, to park the money into liquid funds and then re-invest at the appropriate time.
- Diversification in folio across various fund types like Equity(both conservative as well as aggressive), Fixed Income, Gold, Silver, International Equity as well as Liquid.
- Main focus is on asset allocation which helps investors achieve their long term and short term financial goals.
2: Holistic Financial Planning Services with individual attention to every investor.
3 : Investment can be managed completely online. Investments can be started and stopped at the click of the mouse with a very short notice. Money can be added as well as redeemed online from anywhere in the world. This provides liquidity as required.
4 : Investors can login to our portal and view real time portfolio status.
5 : A monthly folio report and newsletter during the first week of every month.
6 : Capital Gain reports every year in MS Excel format.
7 : Investments into tax saving funds under section 80C.
8 : Investment into various instruments like Sovereign Gold Bonds, Capital Gain Bonds, Tax free bonds, RBI Bonds, Corporate FDs.
