MUTUAL FUNDS

A Mutual Fund is a trust that pools together the savings of a number of investors who share a common financial goal. The money collected is then invested in capital market instruments such as shares, debentures and other securities based on their objective. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by the investors.

OFFERS

Greycells Wealth Advisors offers advisory and distribution services of mutual fund schemes to its clients. Mutual fund schemes provide an excellent platform to invest in different asset classes like Equities, Debt and Gold.

A Mutual fund scheme offers a compelling investment case through

  • Cost-efficient, transparent and regulated products for its investors
  • Opportunity to get the services of professional Investment Managers
  • Diversification
  • Excellent liquidity
  • Systematic Investment/Transfer/Withdrawal plans

The Greycells Wealth Advisors Advantage

  • Focus on building a portfolio across fund houses, fund types through a rigorous fund selection process
  • Evaluate the fund history (over the long term) as well as look at the risk measures rather than merely focusing on the last one year returns
  • We interact with fund managers of different fund houses to understand the investment philosophy of the funds
  • Review and provide recommendations on mutual NFOs/closed ended schemes which are floated periodically by different fund houses
  • Appropriate use of SIP, SWP, STP, Value based techniques
  • Periodic review and monitoring of recommended schemes