Mutual fund is an investment tool used by number of investors who share a common financial goal. The main goals of mutual fund is getting better return than savings rate and beating the benchmark indices. These mutual fund schemes provide ease of investment in various categories like equity, debt, money market etc.. Mutual Fund schemes are designed to minimize risk by creating a diversified portfolio of different instruments like equity, debt, money market and/or combination of all. Mutual Funds also provide smooth liquidity. Mutual Fund is the most suitable option for small investors as it offers an opportunity to diversify their investment, which is professionally managed at comparatively low cost.

"Aadinath MF Services" offers tailor made mutual fund portfolio designing and management services to retail, HNI and corporate clients.

Aadinath Shares Mutual Fund Advisory Process:

We are having a dedicated team for understanding the client's requirement and help them to choose the best scheme to meet their financial goal in time.

• Goal Setting : Determine financial objectives, time scale and risk tolerance.
• Asset Allocation : Decide an appropriate mix on various investment instruments.
• Review : Based on asset allocation we build a customised portfolio.
• Goal Setting : Regular portfolio monitoring to ensure necessary adjustments in line with set goal.

Advantage of Mutual Funds:

Mutual Fund schemes are run by various renowned asset management companies like HDFC, ICICI, Reliance etc.. Mutual Fund schemes are handled by professional fund managers and their team. They do research and analysis of various parameters like company’s financials, its future prospects, industry trends, liquidity, global trends, etc..

• Reduce risk to get optimum return.
• Easy liquidity (In open ended scheme one can redeem his unit at NAV on any business day.)
• Affordable investment (one can invest from as low as Rs 500/month to any amount in any MF schemes in the form of SIP.)
• IP (Systematic Investment Plan) is another way to mobilize savings to MF schemes which reduces the risk of volatility to great extent.
• SWP (Systematic Withdrawal Plan) provides an opportunity to withdraw funds at regular interval to meet one's cash flow.
• Transparent process. Daily NAV declaration by MF schemes provides your investment value on a daily basis.
• All Mutual Fund schemes run by various AMCs are regulated by SEBI. SEBI not only regulates the working of stock exchanges and their intermediaries but also controls fraudulent and unfair trade practices related to capital market. Thus SEBI, a government regulatory body is responsible for protecting investor's interest.