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SHARES & DEBENTURES

MUTUAL FUND:

A mutual fund is a pool of money gathered from investors with an objective of investing to achieve a common objective. The investments can be made in various assets like equity, bonds, and money market instruments to earn returns while achieving the stated objective.

It is professionally managed by an asset management company (AMC) and each investor participates proportionally to the number of units held.

Mutual Funds have the ability to give investors access to diversified, professionally managed portfolios at a low price. These are categorized based on the kinds of securities they invest in, their investment objectives, and the type of returns. They charge annual fees (called expense ratio and other charges in return for the management of the fund on behalf of investors.

What is SIP?

A Systematic Investment Plan SIP is a way of investing in mutual funds. It is just a process through which you can contribute small but regular amounts to invest in a mutual fund and build a good corpus over a period of time.

It brings discipline to investing a fixed amount on a regular basis like weekly, monthly, or quarterly among investors. SIP helps an investor invest in instalments while keeping his/ her monthly income and expenses planned and in sync. It is very important to start investing, even in smaller denominations.

Which is better SIP or Mutual Funds?

The choice between SIP and mutual fund lumpsum investing largely depends on the availability of funds. SIP helps the client to invest small amounts regularly. SIP inculcates the habit of investing among individuals. On the other hand, with lumpsum investments, Client needs to be proactive and invest. Since SIP investments are automated, Client need not worry about when to invest and how much to invest.

Role of “My Rupee Mantra”
Our Experts help investors meet their financial objectives. At “My Rupee Mantra” we work closely with the client to crystallize the goals, analyse their goals and create an investment portfolio for the client.

My Rupee Mantra is one of the leading Financial Consultancy The Company’s promoter has more than 40 years of experience in the field of Retail Banking, MSME Advances/ Loans and management of stressed assets.

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