Our satisfactory
clients
A mutual fund is an investment vehicle that pools money from a number of investors who share a common investment objective and invests the same in equities, bonds, and other money market instruments.
You can start investing in mutual funds with a minimum investment amount of Rs. 100
Yes, investing in mutual funds is safe compared to stocks.
There are many different types of mutual funds in India. Popular types of mutual funds are equity and debt mutual funds. You can read about different types of mutual funds here.
One can start SIP investment in mutual funds for as low as Rs. 500
Yes, investing in mutual funds is profitable if we invest for the long term. Mutual funds invest in the stock market, and in turn, historically, markets have outperformed other asset classes.
Yes, you can withdraw your investments in mutual funds at any time. For a few funds, there is an exit load for a certain period that has to be paid if we wish to withdraw before the lock in period.
Yes, mutual funds are taxable. Profits from mutual funds are categorized into long term capital gains (LTCG) and short-term capital gains (STCG). LTCG is 10% and STCG is 15%
Reach out to our dedicated team of A D Naik Wealth experts, and we will respond to your queries with utmost diligence and speed. Your satisfaction is our priority, and we look forward to addressing your needs and helping you make the most of our services.