Trade Gyan Mutual Fund Navigator
Simplify Your Investments. Amplify Your Returns.
Trade Gyan Mutual Fund Navigator is a curated mutual fund investment solution designed to help investors achieve their financial goals. Our expert advisors will guide you through a comprehensive mutual fund selection process, providing tailored recommendations to optimize your portfolio.
Features
- Fund Selection: Access to a diversified range of mutual funds from leading AMCs.
- Risk Profiling: Comprehensive assessment to determine risk tolerance.
- Portfolio Construction: Diversified allocation across asset classes, sectors, and fund categories.
- Regular Monitoring: Periodic review and rebalancing to ensure alignment with changing market conditions.
- Tax Efficiency: Consideration of tax implications in fund selection.
Benefits
- Diversification: Reduced risk through spread across asset classes and funds.
- Expert Guidance: SEBI-registered advisors with proven expertise.
- Transparency: Clear communication and fee structure.
- Convenience: Single-point access to multiple mutual funds.
- Regular Updates: Periodic statements and portfolio reviews.
Investment Strategies
- Conservative 30% Equity, 60% Debt, 10% Hybrid
- Moderate 50% Equity, 30% Debt, 20% Hybrid
- Aggressive 70% Equity, 20% Debt, 10% Hybrid
- Customized Tailored allocation based on individual goals and risk profile
Mutual Fund Categories
- Equity Funds:
- Large Cap
- Mid Cap
- Small Cap
- Sectoral Funds (e.g., Technology, Healthcare)
- Debt Funds:
- Liquid Funds
- Short-Term Funds
- Long-Term Funds
- Credit Risk Funds
- Hybrid Funds:
- Balanced Funds
- Dynamic Asset Allocation Funds
- Index Funds & ETFs:
- Nifty 50
- Sensex
- International Index Funds
Service Plans
- One-time asset allocation₹10,000 - ₹20,000
- Quarterly rebalancing and review: ₹30,000 - ₹60,000
- Monthly rebalancing, review, and priority support₹60,000 - 1,20,000 per annum
Delivery Channels
- In-Person Meetings: One-on-one consultations at Trade Gyan Solutions.
- Video Conferencing: Virtual meetings for convenience.
- Phone/Email Support: Ongoing assistance and query resolution.
- Online Platform: Access to portfolio tracking and updates.
Why Choose Us?
- Why Choose Trade Gyan Mutual Fund Navigator?
- SEBI-Registered Advisors: Trustworthy expertise.
- Customized Solutions: Tailored mutual fund selection.
- Transparency: Clear communication and fee structure.
- Proven Track Record: Consistent results in varying market conditions.
Trade Gyan Mutual Fund Navigator simplifies the investment process, offering tailored solutions for financial growth through diversified mutual fund investments.