AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

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Wealth creation through
asset allocation

Asset allocation is key in wealth creation, We at Value Investments build All Weather  portfolio with proper assets mix for our valued investors to achieve their predetermined financial goal/s. Know what is Mutual Fund and how  we can create Multi Asset portfolio through Mutual Fund

Wealth creation through asset allocation

Asset allocation is key in wealth creation, We at Value Investments build All Weather  portfolio with proper assets mix for our valued investors to achieve their predetermined financial goal/s. Know what is Mutual Fund and how  we can create Multi Asset portfolio through Mutual Fund

What is Mutual Fund?

Definition by AMFI :
“A Mutual Fund is a pool of money, managed by a professional fund manager”.
In simple words, Mutual Fund is a smart vehicle which helps investors to reach their financial goals.

Broad types of Mutual Funds

Equity :

For achieving long term capital appreciation Mutual Fund schemes invest in equity and equity related instruments. Equity schemes have sub categories based on market cap, tax savings, arbitrage etc. Market cap schemes are like large cap, Mid Cap, small cap, multi cap, Flexi cap etc. Equity Mutual Fund is popular in investors who seek long term capital appreciation.

Fixed Income (Debt) :

The primary objective of Debt  Mutual Fund is capital appreciation. These Mutual Fund schemes invest in Debt and money market instruments. Debt Mutual Funds have sub categories based on maturity profiles of the underlying debt or money market instruments. e.g. overnight, liquid, ultra short duration, low duration, medium duration and long duration etc.

Hybrid Funds:

These schemes/funds invest in both equity and fixed income (debt) securities. They may also investing other asset classes like gold, silver, RETS, INVTs etc. the primary investment objective of hybrid funds is capital appreciation through asset allocation.

Different types of hybrid funds are aggressive funds, balanced advantage funds, multi asset allocation funds, conservative hybrid funds and equity savings fund etc.

 

Multi Asset Portfolio Building

In multi asset portfolio, we use different types of mutual funds  like equity, fixed income (debt), gold-silver, different commodities etc. to create all weather and win win portfolio.

AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

Address

VALUE INVESTMENTS
Opp. Dr Bari Clinic, Near Sundar Garden, Manik Baug, Suncity Road, Sinhgad Road, Pune 411051

Phone

+91 8180011007 | +91 9075617854

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support@valueinvestmentsindia.com