MUTUAL-FUND INVESTMENT

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Why do mutual fund?

Saving is very important in today's times. Because people will have to face increasing inflation in the coming period. Some people in such environment are already planning for future by making fd in post office and bank. But these options will not help you much, because nothing can be done in this inflationary period. Because the amount of interest earned from the investment here ends before the inflation.
In the past few years, the younger generation has grown towards mutual funds for investment. Because here you get the guarantee of getting more returns in less time. But before investing in this mutual fund it is beneficial to know about the good fund.

So that you can get good returns in less time. Some of the top 10 mutual funds may offer better returns to investors depending on the current stock market conditions. Investors' confidence in mutual funds has increased over the last few years. For the first time in JAN 2024, the assets under management (AUM) of mutual funds were rep

At VP Associates, we understand the importance of sound financial planning and smart investment decisions. That's why we're proud to offer comprehensive mutual fund services designed to help you achieve your financial goals and secure your future.

PrimeWealth: Empowering Investors to Navigate the Financial Landscape and Maximize Wealth Potential

Specific Services

Child's Higher Study
Secure your child's future with smart investments for higher education.
Plan for Retirement
Prepare for a secure retirement by starting early, saving consistently, and exploring retirement
Plan For Vacation
Vacations provide an opportunity to recharge, relax, and explore new places and experiences.

Advantages Of Services

Mutual fund services offer professional management by experienced fund managers who make investment decisions on behalf of investors. These managers conduct in-depth research, analyze market trends, and select securities to achieve the fund's investment objectives. As a result, investors benefit from the expertise and experience of these professionals, enabling them to potentially earn higher returns compared to individual stock picking.

  • Manage cash-flow in a better way
  • Invest in Equity Funds only if you can stay invested for at least 5 years
  • Tax Efficiency
  • Power of compounding
  • Create more wealth
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Research Beyond The Investment Plan

  • Potential to beat inflation
    Long term investment in equity mutual fund schemes often beat inflation bya consideration margin.
  • Power of compounding
    The difference in rate may look small, however, when invested over the long term , the difference in terms of value can be huge.
  • Asset Allocation
    "Don't put all your eggs in one basket" - Based on your investment horizon and risk profile - allocate between - Equity, Debt, Gold, Cash