Mutual Fund
About
A mutual fund is an investment vehicle pooling money from many
investors to invest in stocks, bonds, money market instruments, and other assets. Managed by
professional portfolio managers, mutual funds offer diversified, professionally managed
portfolios for long-term investment goals like retirement or education.
Disclaimer
MUTUAL FUND IS SUBJECT TO MARKET RISKS. PLEASE READ OFFER
DOCUMENT CAREFULLY BEFORE INVESTING.
Fixed Instrument
Fixed instruments provide a predictable return over time, with
predetermined interest rates, repayment schedules, and maturity dates. Products include Govt.
Bonds, Certificates of Deposit, Fixed Deposits, Treasury Securities, and Fixed Annuities.
NPS (National Pension Plan)
NPS is a voluntary, contributory retirement savings scheme
by the Government of India, providing retirement income and encouraging systematic
savings. Regulated by PFRDA.
Exchange Traded Funds (ETFs)
ETFs are investment funds traded on stock
exchanges, offering diversified portfolios like stocks.
Loan Against Mutual Fund
Loans against mutual funds allow investors to borrow
money by pledging their mutual fund units as collateral.
Portfolio Management Service (PMS)
PMS provides customized investment portfolio
management for high-net-worth individuals (HNIs) by financial institutions registered with
SEBI, offering professional management and diversification.