A mutual fund is a type of professionally-managed collective investment scheme that pools money from many investors to purchase securities.
Mutual Fund allows you to diversify your investments and thereby risks, by spreading your investments over a larger span of industries and geographies. It enables you to enjoy tax benefits, higher returns and higher liquidity by capitalizing on the economies of scale.
Shell and Pearl Financial Advisors Pvt. Ltd. is an A.M.F.I. registered Mutual Fund Distributor and offers a wide range of products in Mutual Funds from all asset management companies. We help you choose from the wide options available in the market suited to your requirements.
So, we have equity funds, debt funds, gilt funds and many others that cater to the different needs of the investor.
The availability of these options makes them a good option. While equity funds can be as risky as the stock markets themselves, debt funds offer the kind of security that is aimed for at the time of making investments.
Money market funds offer the liquidity that is desired by big investors who wish to park surplus funds for very short-term periods.
Balance Funds act to the investors having an appetite for risk greater than the debt funds but less than the equity funds.
So, while equity funds are a good bet for a long term, they may not find favour with corporate or High Net worth Individuals (HNIs) who have short-term needs. Developing well tailored mutual fund portfolios with the right combination of Equity, Debt and Gold.
We provide trustworthy advice on new mutual fund investments and mutual fund comparison beneficial for all who want to invest their hard earned money in a very smart way.
Featuring transparent and powerful ways to manage your investment. We keep in mind the risk profile of the investor in mind because the products listed above have different risks associated with them.
What makes us Different?
- Real Time Mutual Fund Advisor & Consultant available
- Easy Mutual Fund Comparison
- Selection and evaluation of right mutual fund scheme
- Real time support
- Actively managed portfolios that gives you effective profit booking opportunities
- Constant risk management by balancing the Debt: Equity mix
- Buying and Selling of Mutual Funds
A bond is like a loan: the holder of the bond is the lender (creditor), the issuer of the bond is the borrower (debtor), and the coupon is the interest. Bonds provide the borrower with external funds to finance long-term investments, or, in the case of government bonds, to finance current expenditure. Certificates of deposit (CDs) or commercial paper are considered to be money market instruments and not bonds. Many people invest in bonds with an objective of earning certain amount of interest on their deposits and/or to save tax. Bonds are considered to be a less risky investment option and are generally preferred by risk-averse investors.
We facilitate investment to clients in a wide selection of bonds.