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Mutual Fund is a body corporate that pools the savings of
a number of investors and invests the same in a variety of
different financial instruments, or securities. The income
earned through these investments and the capital
appreciation realized by the scheme is shared by its unit
holders in proportion to the number of units owned by
them. Thus Mutual funds are considered as the financial
intermediaries in the investment business that collect
funds from the public and invest on behalf of the
investors. Mutual Funds invest in various asset classes
like equity, bonds, debentures, commercial paper and
government securities.
In today’s Economy Investments seem complicated and
mystical. As all the traditional investment avenues like
bank deposits, RBI Bonds, NSC, KVP etc are becoming
unattractive with the interest rate falling continuously
affecting the yields, one needs to look for other
investments alternatives. Mutual funds offer a platform to
participate in the equity & debt market indirectly through
professional management. Mutual funds are becoming the
most popular investment vehicle offering various kinds of
schemes with different investment objectives. We believe
that investments through mutual funds are one of the most
safest, easiest and convenient ways of successful
investment making.
At Ashika, we understand a client's profile before
suggesting any investment. Profiling takes into
consideration issues like your attitude towards risk,
investment horizon, life stage, return expectation,
investment objective, tax considerations etc. Thus we
provide them provide them one stop solution to all your
financial needs.
BENEFITS:
Qualified and experienced professionals manage Mutual
Funds. Generally, investors, by themselves, may have
reasonable capability, but to assess a financial
instrument a professional analytical approach is required
in addition to access to research and information and time
and methodology to make sound investment decisions and
keep monitoring them.
Since Mutual Funds make investments in a number of stocks,
the resultant diversification reduces risk. They
provide the small investors with an opportunity to invest
in a larger basket of securities
The investor is spared the time and effort of
tracking investments, collecting income, etc. from various
issuers, etc.
It is possible to invest in small amounts as and
when the investor has surplus funds to invest.
Mutual Funds are registered with SEBI. SEBI monitors
the activities of Mutual Funds.
In case of open-ended funds, the investment is very
liquid as it can be redeemed at any time with the fund
unlike direct investment in stocks/bonds.
SERVICES OFFERED:
• Need based advisory fully backed with solid research.
• Dedicated Mutual fund advisors to understand your needs
and building a prudent portfolio.
• Monthly review of portfolios.
• Monthly Fact-sheet covering our analysis of various
funds.
• Knowledge sharing through educational seminars and
workshops |
