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Mutual Funds / Equity PMS

Overview

Mutual Funds - A Warm Handshake with Investments

An investment in Mutual Funds feels like owning a comfortable chauffeur driven car. All you have to do is take an informed decision of trusting an expert Financial Planner to invest your money in a way that it incurs maximum benefits. While you sit back and enjoy the ride to your financial goals, the expert drives you up to it ensuring the best possible route.

 

Mutual Funds top the list of most favourite investments, not only for those looking for a long term investment but also with those aiming to reap immediate benefits. Having said that though, Mutual Funds offer enough flexibility in terms of both short term and long term investments. From your immediate monetary goals like a leisurely vacation or buying a dream car to your futuristic security driven retirement or legacy endowment plans, Mutual Funds can be your preferred choice for both.

 

44 Mutual Fund Houses, alternatively also known as Asset Management Companies, and 2500 Mutual Fund Schemes are active as of 2024, which is a huge pool of options to choose from. A Financial advisor is the one who can help investors decide on the right investments taking into consideration their specific financial goals. There could be strategic combinations of investments to reach both the short and long term goals. No single investment can claim to be a panacea to all your financial goals ! You need to treat every goal with a combination of prescriptions and there is none better than a financial expert to prescribe it for you.

 

For the investors who want to brave some risk to diversify their portfolio, an able Portfolio Manager could strike the right balance between other relatively safer investment options and the Equity Funds, that would keep one slightly on the edge. Equity investments are very prone to volatility of the market, thus involving a lot of risk. Needless to say, investing in equity instruments like listed and unlisted shares requires a high level of understanding of the market along with the prowess to accurately predict and gauge the potential performance of the shares in consideration, making it inevitable to opt for portfolio management services. 

 

Both Mutual Funds and Equity PMS come with their own benefits and choosing an expert Financial Planner to manage your funds is the key to getting maximum returns from your investable funds.

 

If we were to list the advantages of Mutual Funds for quick understanding, it would be as hereinbelow:

  • Professional Management
  • Diversification
  • Convenient Administration
  • Return potential
  • Low cost
  • Liquidity
  • Transparency
  • Flexibility
  • Choice of schemes
  • Well regulated
  • Tax benefits
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Solutions

The centric wealth app - paving your road to investments

It is a further Win-Win when a competent Financial Expert joins hands with Technology. Allowing a convenient and quick look at their investment performance, our Centric Wealth App offers our clients the facility of timely perusal and performance tracking of their investments, besides some other fundamental wealth & Finance trackers. Our app also takes you through easy and simple steps for placing a mutual fund order. The Centric Wealth App is user friendly, uncomplicated and quick, concentrating on a comfortable DIY initiation of your investment process. Our expert team, though, is entrusted with all the intricacies of the end-process to your investment, ensuring that your wealth management journey is a happy ride, on the whole.

Explore Mutual Funds in their vast entirety and diverse variations with the Centric Wealth team which enables you to take the best possible decisions for investing your funds customised to suit your specific financial goals.

Benefits

Advantages of FinTech applications for financial institutions

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Zero barrier applications

This results in more and more users opting for institutions that have FinTech implemented for their financial operations.

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Highly regulated & risk-averse

Make sure you choose a partner who has the required certifications and merits to develop a robust FinTech solution for your financial institution.

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Higher efficiency

Throughout any industry, technology is a de-facto catalyst agent for increasing efficiency in operations. FinTech is no exception.

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Automated customer service

Smart chatbots, Virtual assistants and advisors, Personalised UI are a few of hundreds of ways for automated customer servicing.

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Trusted by developers

Connect to the main banks and financial institutions worldwide. Updated and great API documentation for a fast and easy integration.

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No compromise on security

Security is unarguably the most important factor for any financial institution. do check out our FinTech software development services.

Disclaimer: All views and opinions that may be expressed in the posts on this page as well as post emanating

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