A mutual fund is a professionally managed collective investment plan that pools money from a number of investors and invests in stocks, bonds, short-term money market instruments, and/or other securities.
Funds are selected on the basis of quantitative parameters like volatility, risk adjusted returns, qualitative assessment of fund performance and investments with consistent returns through regular due diligence.
Mutual Fund products of all leading Asset Management Company are made available to our valued clients through all the main CBS branches across the country with the help of our AMFI Certified Marketing Officers.
Benefits of Investing in Mutual Funds
Mutual funds are popular because they provide an opportunity to invest in the complex financial market with ease. A large part of the success of mutual funds goes to the diversification, professional management and liquidity they provide.
1.Flexibility - Mutual Fund investment offers flexible investment plan, flexible withdrawal plan and dividend reinvestment features.
2. Spending Ability - It is available in the unit so can spend easily. Even a small investor can benefit from the investment strategy.
3. Liquidity – With unlimited tenure plans, you have the option to withdraw or redeem the funds at the current NAV at any point of time.
4. Diversity- Mutual funds reduce the risk weight as they invest in different industries and stocks.
5. Professional Management – Skilled fund managers of mutual funds evaluate all the options on the basis of experience and research.
6. Return potential - Fund managers who take care of your mutual funds have access to information and statistics from world's leading economists and analysts. As a result, they have better opportunities to grow your investments than do individual investors.
7. Lower cost - The benefit in brokerage, custodial and other charges will reduce the cost to the investors.
Regulated to protect the interest of the investor - The mutual fund sector is regulated to protect the interest of the investor.
