Best Financial Planner, Investment Advisor, Tax Planning Advisor, Mutual Fund Distributor In Delhi

With over 10,000 clients across the country, MoneyTree Partners® is one of India's leading Investment Service Companies.

Taking 'High Competitive Edge' is where the role of MoneyTree Partners® comes up. Quality service delivery in the garb of rich experience is what we have been known for. Client satisfaction is where the roots of the Tree stand forth. Encompassing the clients of varied segments and ensuring them with optimizable instruments is what our role has been.

In this world of uncertainty, long-term investment service has become the need of an hour. With technology in the forefront, we come with a diversified kitty consisting of Mutual funds, Direct Equities, Portfolio Management Services (PMS), Insurance, etc. Serving great latitudes across India and globally. The team would feel privileged to accompany you all throughout the journey of your life.

Mutual Funds are financial instruments. These funds are collective investments which gather money from different investors to invest in stocks, short-term money market financial instruments, bonds and other securities and distribute the proceeds as dividends.

The Mutual Funds in India are handled by Fund Managers, also referred as the portfolio managers. The Securities Exchange Board of India regulates the Mutual Funds in India. The unit value of the Mutual Funds in India is known as net asset value per share (NAV). The NAV is calculated on the total amount of the Mutual Funds in India, by dividing it with the number of units issued and outstanding units on daily basis.

Every Mutual Fund scheme has a well-defined objective and behind every scheme, There is a dedicated team of financial experts working in tandem with specialized investment research team. These experts diligently and judiciously study companies, Their products and performance, After thorough analysis, They decide on the best investment option most aptly suited to achieve the scheme's objective as well as investor's financial goals.

It plays a very big part in the success of any portfolio. Mutual funds invest in a broad range of securities. This limits investment risk by reducing the effect of a possible decline in the value of any one security. Mutual fund unit-holders can benefit from diversification techniques usually available only to investors wealthy enough to buy significant positions in a wide variety of securities.

Mutual Funds generally provide an opportunity to invest with fewer funds as compared to other avenues in the capital market. You can invest in a mutual fund with as little as Rs. 5,000 and also have the option of investing a little of Rs.500 every month in a SIP or Systematic Investment Plan.

You can encash your money from a mutual fund on immediate basis when compared with other forms of savings like the public provident fund or National Savings Scheme. You can withdraw or redeem money at the Net Asset Value related prices in the open-end schemes. In closed-end schemes, lock in period is mentioned, investor cannot redeem his investment until that period.

Types of Mutual Funds:
Equity Funds
Debt or Income Funds
Balanced Funds
Liquid Funds
Index Funds
Equity Funds
Equity funds aim to provide capital growth by investing in the shares of individual companies. Any dividends received by the fund can be reinvested by the fund manager to provide further growth or paid to investors. Both risk and return are high, but equity funds could be a good investment if you have a long-term perspective and can stay invested for at least five years.

Debt or Income Funds
The aim of debt or income funds is to provide you with a steady income. These funds generally invest in securities such as bonds, corporate debentures, government securities (gilts) and money market instruments. Opportunities for capital appreciation are limited.

Balanced Funds
The aim of balanced funds is to provide both growth and regular income as such schemes invest both in equities and fixed income securities in the proportion indicated in their offer documents. The investor may wish to balance his risk between various sectors such as asset size, income or growth. Therefore the fund is a balance between various attributes desired, however, NAVs of such funds are likely to be less volatile compared to pure equity funds

Liquid Funds
Liquid funds are a safe place to park your money; it is an appealing alternative to bank deposits because they aim to provide liquidity, capital preservation and slightly higher interest rates than bank accounts. Returns on these funds fluctuate much less compared to other funds as the fund manager invests in 'cash' assets such as treasury bills, certificates of deposit and commercial paper.

Index Funds
Index funds are passively managed funds i.e. the fund manager attempts to mirror the performance of a benchmark index like the BSE Sensex or the S&P CNX Nifty, by being invested in the same stocks. NAVs of such schemes would rise or fall in accordance with the rise or fall in the index.

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Best Financial Planner, Investment Advisor, Tax Planning Advisor, Mutual Fund Distributor In Delhi

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