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Mutual Fund Consultant

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Mutual Fund Consultant

About Mutual Funds

Mutual funds is a product that has offering for almost every kind of investor. You can choose from our extensively researched schemes to get best of the market returns according to your risk profile. Mutual funds also offer you higher tax efficiency than traditional deposit schemes(such as PPF) without any upper limit.

Two methods of investment :

1. Lump Sum Investment.

2. SIP ( Systematic Investment Plan ) wherein small amounts get transferred to Mutual Funds at monthly or quarterly rests, just like bank RD ( recurring desposit).

 

 


Investment Services

Managing Investments is a crucial task for someone to ensure alignment with goals and life stage. Professionals at True Money having practical experience in Investing will help you in efficient allocation of funds to generate better risk-adjusted returns. Customers can use our financial planning skills to meet the short/long term goals. 

 


Our Process

 

  • Please feel free to leave your details or you can alternatively text on our whats app link. We assure you that we will not spam you.
  • We will meet you in person or on voice/video call to understand your requirements and suggest a suitable plan.
  • As per your mandate, necessary documentation can be completed totally online as well.


Documents Required

  • Duly filled application.
  • Payment instructions.
  • KYC documents ( PAN and Aadhaar Card )
  • All the documents can be collected online


Our Fee

We do not charge any fee for this service.


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