Mutual Funds

A mutual fund is a unique investment pooling entity which enables investors to invest in a wide range of securities through a single platform. Mutual Funds are excellent for long-term wealth creation. However, with more and more funds flooding the market, the task of selecting the most suitable scheme for you gets even more complicated. At Your Wealth Guru value, selecting a scheme is a child’s play as we guide you through this maze and make sure that your investments are backed by our quality research. We, at Your Wealth Guru, help you to reach your goals by offering:

  • Products of 44 AMCs including Equity, Debt and Hybrid funds.
  • Research Reports (Existing funds & NFOs, strategy reports, etc.)
  • Customized mutual fund portfolios based on your profile.
  • Portfolio Re-balancing (depending on changing market outlook and evolving trends).
  • State of the art Portfolio Tracker.

Investment in Mutual Funds can be done in two ways: either Lump Sum (one time) or through Systematic Investment Plan (SIP) and other options available to transact in mutual funds include Switch, Redeem, STP, & SWP.

Your Wealth Guru is one of the known Mutual Fund Distribution House in India having tie-ups with leading Mutual Funds in the country. A continuous effort is made to offer consistently superior, independent and unbiased advice to the clients backed by in-depth research with a motto to provide best services to our esteemed clients. The organization aspires to be the preferred organization for Mutual Fund investments.