Smart Mutual Fund Services
for WEALTH CREATION
Personalized guidance to ensure your mutual funds work best for your financial future
Invest Smart
Strategic Mutual Fund Services For your Financial Future
Maximize your investment with Nimesh Thaker’s expert advice & Guidance
Our Mutual Fund Services make investing easier for you. Whether you are new to mutual funds or want to improve your investments, we are here to help.
Mutual Fund Scheme Analysis:- We also provide Mutual Fund Scheme Analysis, which means we regularly check how your investments are doing. We look at their performance and suggest changes if your situation or goals change.
Mutual Fund Sahi hai:- With our Mutual Fund Sahi Hai service, we guide you in choosing the right funds that match your financial goals and how much risk you’re comfortable with. We give you clear advice and recommendations that suit your needs.
Our Service
Mutual Fund Scheme Analysis
We help you make informed decisions with clear, concise analysis of mutual fund schemes
Our “Mutual Fund Scheme Analysis Service” helps you in understanding where your money is invested. Analysis of mutual fund schemes on the different investment styles, themes and stock selections. This helps us in gauging what are going well and what not.
Our Approach
⦁ Recommendations are based on Statistical Analysis and qualitative analysis
Suitable For
⦁ All (short, medium to long term) investors with a 1 week to 30- years horizon.
⦁ SIP investors
Fees
⦁ Rs. 500/scheme
Our Service
Mutual Fund Sahi Hai
Our “Mutual Fund Sahi Hai” service is crafted to uncomplicate mutual fund investments for you. Based on your financial goals and risk profile we suggest the mutual fund schemes that are best suited to meet your objectives. This service makes it easy for both new and experienced investors to confidently invest in funds that meet their needs.
Our Approach
⦁ We began by analyzing the client’s Financial goal and the risk.
⦁ We then offer the best funds for the client’s goal and provide them the best advice.
⦁ We adhere to all the codes of conduct prescribed by SEBI/AMFI.
Suitable For
⦁ The service is perfect for investors of all levels.
Advantage
Benefits of Mutual Fund Service
Make informed investment choices with our trusted mutual fund guidance
Insight into Your Portfolio
We help you understand where your mutual funds are invested and how your money is working.
Personalized Recommendations
We guide you in selecting mutual funds that align with your financial goals for a focused strategy.
Balanced investment
We assess your asset allocation to ensure a diversified and balanced portfolio, reducing risk.
Investment Guidance
We provide advice on when to invest, switch, or withdraw, helping you make informed decisions.
Comprehensive Analysis
We offer detailed market and fund analysis, so you always have up-to-date insights.
Flexibility For all Horizons
Whether short-term gains or long-term growth, we support your investment goals.