Build Wealth with Mutual Funds
Mutual funds offer a simple and convenient way to invest towards your financial goals. Whether you're starting with SIPs or making a one-time investment, mutual funds help you grow your wealth through professionally managed portfolios.
Funds We Assist With
Invest in Mutual Funds with Clarity & Discipline
A coordinated 3-step advisory process connecting your aspirations to research-backed portfolios.
Understand Your Goals
We take the time to understand your financial objectives, investment horizon, and risk appetite.
Choose Suitable Funds
Start Investing
We take the time to understand your financial objectives, investment horizon, and risk appetite.
How AssetVeda Helps
Objective, goal-oriented mutual fund advisory that puts your financial aspirations first, backed by quantitative research and disciplined reviews.
Goal-Based Investing
Recommendations aligned with your financial objectives.
Personalized Fund Selection
Helping you choose funds suited to your investment profile.
Portfolio Guidance
Support in building a well-balanced investment portfolio.
Ongoing Assistance
Dedicated support throughout your investment journey.
Physical Share to Demat
Digitize your legacy investments
- Eliminate risk of loss or damage
- Enable faster transactions
- Get ready for future opportunities
Not Sure Where to Begin?
Tell us your goal. We'll guide you.
Frequently Asked Questions
What are mutual funds?
Mutual funds are investment schemes that pool money from multiple investors and invest it in assets such as equities, bonds, money-market instruments or a combination of these, depending on the scheme's investment objective.
How do mutual funds work?
Investors purchase units of a mutual fund scheme, and the pooled money is managed according to the scheme's investment objective. The value of the investment changes based on the performance of the underlying securities.
What are the different types of mutual funds?
Mutual funds include equity funds, debt funds, hybrid funds, index funds, sectoral/thematic funds and other categories, each with different objectives, risk levels and investment strategies.
What is the difference between SIP and lump-sum investment?
A SIP (Systematic Investment Plan) involves investing a fixed amount at regular intervals, while a lump-sum investment involves investing a larger amount at one time. The appropriate approach depends on the investor's financial goals, cash flows and investment horizon.
What is NAV in a mutual fund?
NAV, or Net Asset Value, represents the per-unit value of a mutual fund scheme based on the value of its underlying investments, after accounting for applicable expenses and liabilities.
What is the difference between Direct and Regular mutual funds?
Direct plans are purchased directly from the mutual fund, while Regular plans are distributed through intermediaries. The two plans have different expense structures, which can affect the long-term value of the investment.
What is the difference between Growth and IDCW options?
Under the Growth option, returns remain invested in the scheme and are reflected in the NAV. Under the IDCW option, distributions may be made to investors when declared by the mutual fund, subject to applicable regulations and availability of distributable surplus.
How do I choose the right mutual fund?
Investors should consider their financial goals, investment horizon, risk profile, asset allocation, fund strategy, portfolio quality, costs and consistency of performance rather than selecting a fund based only on past returns.
Are mutual funds risky?
Mutual funds carry investment risk, which varies depending on the scheme and underlying assets. Equity funds generally have higher market-linked risk, while debt and other funds have different types and levels of risk. Past performance does not guarantee future returns.
Can I withdraw money from a mutual fund whenever I want?
Many open-ended mutual funds allow investors to redeem their units, subject to the scheme's terms. Certain schemes may have exit loads, lock-in periods or other restrictions.
How are mutual fund investments taxed in India?
Tax treatment depends on the type of mutual fund, nature of the income or gain, holding period and applicable tax rules. Investors should verify the tax treatment applicable at the time of redemption or distribution.
How can AssetVeda help me invest in mutual funds?
AssetVeda can help investors evaluate mutual fund options based on their financial goals, risk profile, investment horizon and asset allocation requirements, and assist with the investment process and ongoing portfolio review.