ADVANTAGES OF INVESTMENTS IN INDIAN MUTUAL FUNDS
INDIA'S GROWTH and DEVELOPMENT is now FIRM and shows signs of LONG TERM FUNDAMENTAL STRENGTHS
India being the Global Investments Destination having a strong economy ahead Investments in Mutual Fund provides golden opportunity to NRI Investors. Indian equity funds have not only performed in INR but also US$/GBP terms too inspite of substantial depreciation of INR.
Mutual Funds in India being promoted by International funds, Public & Private Sector Banks & leading Corporate House is becoming first choice for equity participation by resident as also NRI investors. The government is playing its own part of an Encouraging Patron by offering various tax exemptions and lower taxes to investments in MF schemes.
OUR ADVISORY EXPERTISE & MF PORTFOLIO SERVICES
We provide composite total value added services of planner, advisors & Mutual Funds portfolio managers.
We a team of qualified Chartered Accountants and Mutual Fund Advisors provide portfolio service of wealth-creation through investments in equity schemes of Indian Mutual Funds-a personalized service requiring the investor only to sign the dotted line.
· Suggest investment strategy suitable to tenure and risk appetite of the investor.
· Provide detailed Asset Allocation Plan [AAP] and suggest timing of investment.
· Prepare applications & paper work.
· Maintenance and reporting of portfolio on quarterly basis.
· Advising profit-booking and/or switch from time to time & further reinvestment of sale proceeds on an on-going basis.
· Advising tax matters and providing annual statement of Dividend and Gains.
· Availing Permanent Account No. (PAN); Know Your Customer (KYC) compliance and establishing NRE account which are perquisites for Mutual Funds investment in India, if the investor does not have any or all of them.
The investor has only to sign the dotted line as completed application forms and necessary paper work is prepared and submitted by our Office.
All investments are made in name of the investor under his own signature.
As MF schemes are linked to investor's notified bank account electronically error-free fund transfers for investment and realization are also ensured.
There will be no exit load if investments are redeemed after one year or more and lower tax of 10% only on Equity funds held for one year or more.
