For aggressive and assertive investors who are High risk takers
This plan is for those high-risk taking investors who are ready to barge into the market, looking for higher returns on their investments. Such a portfolio has a mid and small-cap at 40%, keeping the HIGH exposure in mind. As per the market situation, the valuation and allocation vary, while you must rebalance the portfolio approach. Despite the high orientation of mid and small-cap, investors who stay for 5-7 years and get great returns from this portfolio.
For Cautious Investors
The Builder plan is for the ones venturing into a beat high alpha generation portfolio but do not have an aggressive approach. A large-cap with active allocation can definitely give you good returns, but small and mid-cap can do the trick too. The funds that have consistent performance and a high ranking in the risk-reward matrix. Long-term returns from this portfolio are also great, preferably in more than five years.
Enjoy both Debt and Equity Flavor.
This portfolio offers a mix of both equity and debt for the investors. Following a very theorist approach, this is for those who love the share market returns but are wary of putting in a large amount of money. Balanced equity and debt do the trick for them to get reasonable growth without taking much risk. This balanced approach requires your commitment from 3-5 years, and you can see stability with growth in the portfolio.
Stability with better taxation benefit
The Secure portfolio is ideal for those investors who do not want to take any kind of risk at all. This is the best blend of balanced plus debt combinations, which can bring stability to the portfolio while offering slightly high alpha. However, you must know that the debt funds are not as volatile as the equity schemes. Debt funds are slightly sensitive to interest rate movements, so we follow only short-term debt funds in this safe-to-play portfolio. They simply focus on earning from interest accruals rather than on capital gains. Secure gives you minimal exposure to equity and is mostly a safe, conservative portfolio.
Designed for those seeking income after retirement, this portfolio simply follows the 3S principles of return – safe, secure, and stable. This is the assurance of regular income to those who have retired, as income is always better than living off a fixed deposit. Retirees should definitely consider keeping their retirement fund in such a reliable debt fund and withdraw money monthly like salary, like in this Income Generator portfolio.
Convient way to enter in the Stock Markets, Debt Markets and Money Markets.
Mutual funds are ideal for investors who wants to invest in various kind of schemes with different investment objectives but do not have time and expertise to pick winning stocks, better realization in debt funds and value addition in liquid funds. Mutual funds gives you an Advantage of Professional Management, Lower Transaction Costs, Diversification, liquidity and Tax Benefits.
Liquid Fund is a type of debt mutual fund,open-ended scheme which have a short-term investment horizon. These invest in money market instruments like the certificate of deposit,treasury bills and commercial paper of up to 91 days. The investment objective is to preserve capital and provide income via creating ample liquidity. You can choose to invest for a few days or months depending on your fina ncial needs.The fund returns are according to the prevailing market rates.The best part is that there is no exit load applicable for liquid funds. These are available in va ria nts like Daily/Weekly/Monthly Dividend and Growth option. You can earn steady returns over short time intervals. Moreover,you can redeem a part orthe entire amount of investment within 24 hours.
|Short duration fund ( 1yr – 3 yr) – 9%||Overnight funds (1day) – 6.5%|
|Low duration fund ( 9 – 15 month) – 8.5%||Liquid funds (30day – 90day) – 8.5%|
Ultra Low duration fund (3 months – 1 yr) – 8%
Mutual Funds are risk adjusted method of Creating Wealth. Equity Mutual Funds manages a risk lot better compared to other asset classes, as it is handled by professionals. Due to their knowledge it offers better Stock Selection, Regular Investing & Razor Sharp Research. Many good mutual funds actually have the capability to offer best Risk adjusted returns compared to different asset classes. Ex.- FD, Gold, Insurance investment, PPF, GPF Etc. in long term.
- Professional Management & Well Regulated
- Disciplined Investment Approach
- Low Transaction Costs
- Tax Benefits
- Easy to Invest & Track
- Low Volatility & Better Returns
- Invest in across all the schemes be it Liquid, Debt, Balanced or Equity schemes across all AMC’s.
- Option to invest in Lump sum, Systematic Investment Plans(SIP) Systematic Transfer plans( STP ), Systematic Withdrawal plans( SWP ) & New Fund Offers(NFO) across.
- Safety Of Client Money Is Our Top Priority
- Invest in across all the schemes be it Liquid, Debt, Balanced or Equity schemes across all AMC’s
- Value approach across asset classes
- Appropriate Risk management as per Client Financial objective.
- Growth & Liquidity with better Fund management.
- Offers Best Mutual funds that suits your Investment time horizon for better Returns.
- Booking profit when market is High
- Investing when market is Low
- Gives better returns on Investment with more stable Portfolio
- Manages better liquidity in portfolio in turbulent time.
- Adequate liquidity enables us to take advantage of better investment.
- Switching of funds from Equity to Liquid & Liquid to Equity at Appropriate market conditions.
- Timely Restructuring & Rebalancing of Portfolio
- Flexibility to invest online through a Single Login across all devices-Web, Mobile….
- Instant order placement and confirmation facility through our Advanced Trading Platforms.
- Processing of Online Investment & Redemption within 10 minutes
- Integrated access to Trade-Track-Review your portfolio through multiple platforms across all asset classes.
- Online tracking of in-built portfolio
- Users Friendly Imperial Money App for Tracking & Viewing Portfolio
- Serving clients for the past 10 years
- 1700 plus Relationships Worldwide
- 2000 plus running SIP’S
- Fastest Growing AUM of 100 + Cr.
- Online tracking of in-built portfolio
- Long term Client Relationship due to Transparent, Honest and Knowledgeable approach
- Dedicated Customer Service Executive with a 12 hours Query Resolution
- Provide a Sense of Stability & Peace of mind to clients.