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Secure Investment in Mutual Fund

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Invest in Indian Mutual Funds with Elite Wealth Advisors Limited. Elite Wealth provides information about the best performing mutual funds , mutual fund navs and guides you in selecting the right mutual fund schemes based on your financial objectives. – PowerPoint PPT presentation

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Title: Secure Investment in Mutual Fund


1
Secure Investment in mutual funds
  • Elite Wealth Advisors Limited
  • S-8, DDA Shopping Complex,
  • Mayur Vihar Phase-1, Delhi-91
  • Call Us _at_ 9650901058/011-40000919

2
Mutual Fund
  • A mutual fund is a common pool of money into
    which investors place their contributions that
    are to be invested in different types of
    securities in accordance with the stated
    objective.
  • An equity fund would buy equity assets
    ordinary shares, preference shares, warrants etc.
  • A bond fund would buy debt instruments such as
    debenture bonds, or government securities/money
    market securities.
  • A balanced fund will have a mix of equity assets
    and debt instruments.
  • Mutual Fund shareholder or a unit holder is a
    part owner of the funds asset.

3
Myths about Mutual Funds
  • Mutual Funds invest only in shares.
  • Mutual Funds are prone to very high
    risks/actively traded.
  • Mutual Funds are very new in the financial
    market.
  • Mutual Funds are not reliable and people rarely
    invest in them.
  • The good thing about Mutual Funds is that you
    dont have to pay attention to them.

4
Mutual fund process
5
Benefits of Investment in mfs
  • Professional management. It is a continuous
    process that takes time and expertise which will
    add value to your investment. Fund managers are
    in a better position to manage your investments
    and get higher returns.
  • Diversification. The cliché, "don't put all your
    eggs in one basket" really applies to the concept
    of intelligent investing. Diversification lowers
    your risk of loss by spreading your money across
    various industries and geographic regions.
  • More choice. Mutual funds offer a variety of
    schemes that will suit your needs over a
    lifetime. When you enter a new stage in your
    life, all you need to do is sit down with your
    financial advisor who will help you to rearrange
    your portfolio to suit your altered lifestyle.
  • Affordability. The smallest investor can get
    started on mutual funds because of the minimal
    investment requirements. You can invest with a
    minimum of Rs.500 in a Systematic Investment Plan
    on a regular basis.

6
Benefits of investment in mfs
  • Tax benefits. Investments held by investors for a
    period of 12 months or more qualify for capital
    gains and will be taxed accordingly. These
    investments also get the benefit of indexation.
  • Liquidity. With open-end funds, you can redeem
    all or part of your investment any time you wish
    and receive the current value of the shares.
    Funds are more liquid than most investments in
    shares, deposits and bonds.
  • Transparency. The performance of a mutual fund is
    reviewed by various publications and rating
    agencies, making it easy for investors to compare
    fund to another. As a unit holder, you are
    provided with regular updates.
  • Regulations. All mutual funds are required to
    register with SEBI (Securities Exchange Board of
    India). They are obliged to follow strict
    regulations designed to protect investors. All
    operations are also regularly monitored by the
    SEBI.

7
Your Investment card
8
Top Mutual funds in india
9
For Any Query/Suggestion,
Share Your Details Here
9650901058 011-40000919
marcom_at_elitewealth.in
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