MUTUAL FUNDS

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What is a Mutual Fund?

A mutual fund is a pecuniary tool consisting of a pool of money collected from different investors to invest in securities like stocks, bonds, etc. Mutual funds are handled by professional portfolio managers, who allot the funds and manage them carefully to generate wealth for the fund’s investors to attain the investment objectives. The mutual fund market is regulated by the Securities Exchange Board of India to ensure responsible and transparent management of the investor’s wealth.

Mutual funds are mainly divided into categories based on:

Types of securities

Objective of the investment

Type of returns

How Does a Mutual Fund work?

A mutual fund is essentially a trust that gathers capital from investors with similar investment goals. Based on the fund’s objective, the money collected from investors is placed in various avenues such as stocks, gold, bonds and other securities. A fund manager oversees each fund and ensures optimum returns on the money invested. The income generated by the fund is divided and distributed among the investors proportionately.

Types of Mutual Funds

Equity Funds
Hybrid Funds
Debt Funds
Sectoral Funds
International Funds

Benefits of Mutual Funds

Diversification portfolio
Convenience
Professional Management
Begin with small investments
Tax benefits
Liquidity

WHAT WE DO?

Ckredence Wealth offers mutual fund distribution and investment services. We analyse the needs of our clients, their risk tolerance levels, and financial goals to provide a curated list of funds to invest in based on our understanding of the markets. We conduct various investor education programs like webinars/seminars to keep our clients updated with the latest developments in the MF industry. We also offer special products like value SIP, step-up SIP, and SIP insure SWP system to help our clients benefit from a volatile market. Also, customised suggestion as per Individuals & Company’s need.

Our Clients reap the following benefits

Diversified Investment Portfolio

Tax Saving Investment Ideas

Online - Offline Support

Dedicated & Knowledgeable RM

Right product suggest as investor's need

Ckredence Wealth Management Pvt. Ltd. © 2022

Surat (Head office)
B 101/106, Tirupati Plaza, Near Collector Office, Athwagate, Surat 395001, Gujarat, India. T 0261 - 4084444
Mumbai Office
A/6, Ground Floor, Jain Society, Jitendra Road, Malad (East), Mumbai 400097, Maharashtra, India. M +91 98205 72872

Ckredence Wealth Management Pvt Ltd-

CIN: U67120GJ2001PTC039294

Chirag Stockbroker Pvt Ltd-

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Chirag Financial Services -

REGN NO: GUJ/SRT/(17) – 40682

Contact Us

Info Email:
info@ckredencewealth.com

Compliance Email:
compliance@ckredencewealth.com

Grievance Email:
grievances@ckredencewealth.com

Contact No:
0261-4084412

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