Investment Services

Mutual Funds

Mutual Fund investment (monthly SIP for long periods) is the most effective way to build long term wealth, achieve financial goals and if done right, serve as annuity in retirement via SWP (Systematic Withdrawal Plan).

Our recommendations will cover:  Large, Flexi, Mid, Small & Balanced and Debt Funds that are consistent performers with a track record of minimum 3-5 years.

Some Key Pointers for MF Investment:

  1. How Mutual Funds Help Create Wealth

https://www.mutualfundssahihai.com/en/can-mutual-funds-help-create-wealth

  1. Types of Mutual Funds

https://www.mutualfundssahihai.com/en/what-are-various-types-mutual-funds

  1. Time Horizon / Reasons to Invest

https://www.mutualfundssahihai.com/en/long-term-and-short-term-investment-plans-your-choice

  1. Are Mutual Funds Risky?

https://www.mutualfundssahihai.com/en/does-long-term-mean-less-risk

  1. What are the kind of financial goals that I can fulfill with Mutual Funds

https://www.mutualfundssahihai.com/en/what-are-kinds-financial-goals-i-can-fulfill-mutual-funds

  1. What is an ideal amount to start investing in Mutual Funds?

https://www.mutualfundssahihai.com/en/what-ideal-amount-start-investing-mutual-fund

  1. How to withdraw money from Mutual Funds?

https://www.mutualfundssahihai.com/en/what-ideal-amount-start-investing-mutual-fund

  1. Can NRIs / PIO invest in Mutual Funds?

https://www.mutualfundssahihai.com/en/can-nris-invest-mutual-funds-india

Portfolio Management Services (PMS)

For the HNI clients, we offer Portfolio investment opportunities with multiple  PMS Cos with a strong track record

We are Channel Partners with leading PMS Companies in India. These services are Ideal for individuals with financial assets >5 Cr.

Alternate Investment Funds (AIF)

Benefit from opportunities to participate / invest in the thriving startups ecosystem of India. Investments start from as low as Rs.3,00,000 per startup idea.

We have tied up with the leading Startup Investment platform. The investment opportunities go through stringent due diligence process before being offered for investments to retail investors.

Pre-IPOs

Invest in upcoming listings on Indian Stock Market and reap the early bird benefits.

We work with our clients to identify potential investment opportunities for upcoming IPOs and provide guidance and support throughout the investment process, with the aim of realizing significant returns.

Debentures

Invest in debentures to purchase fixed-income securities issued by companies, which provide investors with a predetermined rate of return over a fixed period of time, making it an attractive option for risk-averse investors seeking a steady stream of income.

Fixed Deposits

Fixed Deposits opportunity with leading NBFCs. Earn higher interest rates by placing your money with leading & financially sound NBFCs in India.