Mutual Fund Investment
Mutual funds are one of the most effective ways to grow your wealth by investing in diversified assets like stocks, bonds, and money market instruments. Whether you’re looking for high returns, stability, or tax benefits, mutual funds offer flexibility, professional management, and liquidity to meet your financial goals. At Roy Consultancy, we only share information regarding mutual funds. Mutual fund is subject to market risk. Do your own research before investing. Our firm never recommend investing in any funds or equity.
Features & Benefits of Mutual Funds
✔ Diversification: Invest across multiple assets to reduce risk.
✔ Professional Management: Fund managers handle your investments for better returns.
✔ Liquidity: Easily redeem funds whenever required.
✔ Tax Benefits: Tax-saving options like ELSS (Equity Linked Savings Scheme) under Section 80C.
✔ Flexibility: Choose between lump sum investments or SIPs (Systematic Investment Plans).
✔ Power of Compounding: Long-term investments lead to exponential growth.
Why Invest in Mutual Funds?
✅ Higher Returns: Potential to earn more than traditional savings options.
✅ Systematic Investment Approach: Start investing with as low as ₹500 per month via SIP.
✅ Variety of Investment Options: Choose based on risk preference – equity, debt, hybrid, or liquid funds.
✅ Tax-Saving Benefits: ELSS funds offer tax deductions up to ₹1.5 lakh per year.
✅ Transparency & Security: Regular updates on fund performance and portfolio holdings.
Types of Mutual Funds We Offer
🔹 Equity Mutual Funds – Higher returns with exposure to the stock market.
🔹 Debt Mutual Funds – Stable returns with lower risk, ideal for conservative investors.
🔹 Hybrid/Balanced Funds – Mix of equity & debt for balanced risk and return.
🔹 ELSS (Tax-Saving Funds) – Save taxes under Section 80C with market-linked growth.
🔹 Liquid & Money Market Funds – Ideal for short-term investments with quick liquidity.
🔹 Index Funds & ETFs – Passive investing for long-term wealth creation.
Eligibility Criteria
✅ Age: 18+ years (Minors can invest through guardians).
✅ KYC Compliance: PAN Card, Aadhaar Card & Address Proof required.
Documents Required
📌 KYC Documents: Aadhaar Card, PAN Card.
📌 Bank Details: Canceled cheque for fund transactions.
📌 Nominee Details: Optional but recommended for hassle-free future claims.
Why Choose Roy Consultancy?
✅ Personalized Investment Advice – Based on your risk profile & financial goals.
✅ Zero Hassle Investing – Paperless & seamless investment process.
✅ Compare & Choose from Top AMCs – Invest in funds from leading asset managers.
✅ Regular Portfolio Monitoring – Track and optimize your investments.
✅ Expert Guidance on Tax-Saving Strategies – Maximize your tax benefits.
Looking for trusted business solutions? Whether it’s consultancy, taxation, loans, insurance, or investments, our experts are here to guide you every step of the way.
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