Investment
Mutual Funds
Unlock your financial potential with our tailored Mutual Fund opportunities. Start Building a portfolio that reflects your aims and needs.
Invest In Mutual Funds
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What Is A Mutual Fund?
A mutual fund is a financial instrument that aggregates capital from multiple investors to invest in a diversified portfolio of securities, such as stocks, bonds, and other assets. These funds are managed by professional portfolio managers who strategically allocate the assets to achieve the fund’s investment objectives. The mutual fund industry in India is regulated by the Securities and Exchange Board of India (SEBI), ensuring prudent and transparent management of investors’ capital.
Mutual funds are mainly divided into categories based on:
Types of securities
Objective of the investment
Type of returns
How Does A Mutual Fund Work?
A mutual fund operates as a trust that aggregates capital from investors who share similar financial objectives. The pooled funds are then strategically invested in a diversified portfolio, which may include equities, gold, fixed-income securities, and other financial instruments, depending on the fund’s specific goals. Each mutual fund is managed by a professional fund manager, whose responsibility is to optimize returns on the invested capital through careful selection and management of the fund’s assets. The income generated from these investments is proportionately distributed among the investors, reflecting their respective contributions to the fund.
TYPES OF MUTUAL FUNDS
Equity
Funds
Hybrid
Funds
Debt
Funds
Sectoral
Funds
International Funds
Index
Fund
BENEFITS OF MUTUAL FUNDS
01
Diversification Portfolio
Reduce risk with a diversified investment portfolio
02
Tax Benefits
Enjoy tax - efficient strategies to maximize savings
03
Portfolio Management
Leverage expert management for optimal investment performance
04
Begin with small Investments
Start investing easily with minimal contributions
05
Convenience
Simplify Investing with our user - firendly platform
06
Liquidity
Access your funds easily with flexible liquidity options
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Calcualtor
SIP CALC
LUMPSUM
Sip Calculator
WHAT WE DO?
Ckredence Wealth specializes in mutual fund distribution and investment services. We meticulously assess our clients’ needs, risk tolerance, and financial objectives to provide a tailored selection of investment funds, leveraging our market expertise. We also conduct investor awarness, including webinars and seminars, to keep our clients informed about the latest developments in the mutual fund industry. Additionally, we offer specialized products such as Value SIP, Step-Up SIP, and SIP Insure SWP systems designed to help clients navigate market volatility. Our services include customized investment recommendations tailored to the unique needs of both individuals and companies.
OUR CLIENTS REAP THE FOLLOWING BENEFITS
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Tax Saving Investment Ideas
Enjoy seamless, eco-friendly transactions for a hassle-free investing experience.
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Dedicated & Knowledgeable RM
Stay updated to all reports through our user-friendly web and app platforms.
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Online - Offline Support
Participate in informative webinars to enhance your investment knowledge
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Right product suggest as investor's need
Benefit from personalized support with a dedicated client relationship manager.
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Diversified Investment Portfolio
Access in-depth market analysis and insights to make informed investment decisions.
MUTUAL FUND APP
Convenince of mutual fund
management, now at your fingertips
FAQs
What are sector funds?
An open-ended equity scheme investing in a particular sector / theme. These funds concentrate in particular industry, such as technology, telecommunication, FMCG, petroleum, pharma etc.
How are investment decision taken by the fund managers?
Do all mutual funds houses allow NRI’s of USA and Canada to invest in Indian mutual funds?
What is NAV or Net Asset Value?
LIST OF AMC's
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