Mutual Funds

Grow Your Wealth with Mutual Funds

At TheWealthify, we offer a comprehensive range of mutual fund solutions to help you achieve your financial goals. Our expert team provides personalized guidance to help you select the right mutual funds based on your risk profile, investment horizon, and objectives.

Why Choose Our Mutual Fund Services?

Mutual funds offer a convenient way to build wealth over time. They provide diversification, professional management, and accessibility for investors with different budget levels. Our platform simplifies the mutual fund investment journey from selection to monitoring.

  • Access to funds from top asset management companies
  • Zero commission on direct mutual funds
  • Personalized portfolio recommendations
  • Regular investment reviews and rebalancing
  • Easy online transactions and tracking
  • Systematic investment plans (SIP) facility
Mutual Funds

Equity Funds

Invest in the growth potential of stocks across various market segments and sectors.

Large Cap Funds

These funds primarily invest in large, well-established companies with a strong market presence and stable financials. They offer relatively lower risk compared to mid and small cap funds.

  • Lower volatility
  • Stable returns
  • Well-established companies
  • Suitable for conservative equity investors
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Mid Cap Funds

These funds invest in medium-sized companies that offer good growth potential. Mid cap funds provide a balance between the stability of large caps and the growth potential of small caps.

  • Higher growth potential than large caps
  • Moderate risk profile
  • Emerging companies with strong fundamentals
  • Suitable for moderate risk investors
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Small Cap Funds

These funds focus on smaller companies with high growth potential. While they come with higher volatility, they offer the possibility of substantial returns over the long term.

  • Highest growth potential
  • Higher volatility and risk
  • Emerging businesses and sectors
  • Suitable for aggressive investors
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Sector Funds

These funds focus on specific sectors of the economy such as technology, healthcare, banking, or infrastructure. They allow investors to capitalize on the growth potential of particular sectors.

  • Targeted exposure to specific sectors
  • Higher concentration and risk
  • Potential for high returns in booming sectors
  • Suitable for informed sector-specific bets
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ELSS Funds

Equity Linked Savings Schemes (ELSS) offer tax benefits under Section 80C of the Income Tax Act along with the potential for capital appreciation through equity investments.

  • Tax benefits under Section 80C
  • Shortest lock-in period (3 years) among tax-saving instruments
  • Potential for higher returns
  • Suitable for tax planning and wealth creation
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Index Funds

These funds aim to replicate the performance of a specific market index such as the Nifty 50 or Sensex. They offer a passive investment approach with lower expense ratios.

  • Passive investment strategy
  • Lower expense ratios
  • Market-linked returns
  • Suitable for investors who believe in market efficiency
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Debt Funds

Invest in fixed-income securities for stable returns and capital preservation.

Liquid Funds

These funds invest in short-term instruments with maturities up to 91 days. They offer high liquidity and are ideal for parking surplus cash for short durations.

  • High liquidity
  • Low risk
  • Alternative to savings accounts
  • Suitable for short-term parking of funds
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Short-Term Debt Funds

These funds invest in debt securities with maturities ranging from 1-3 years. They offer potentially higher returns than liquid funds with slightly higher risk.

  • Moderate liquidity
  • Low to moderate risk
  • Potential for better returns than liquid funds
  • Suitable for investment horizon of 1-3 years
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Corporate Bond Funds

These funds primarily invest in corporate bonds with high credit ratings. They aim to provide higher returns than government securities while maintaining reasonable safety.

  • Focus on high-quality corporate bonds
  • Moderate risk
  • Higher yields than government securities
  • Suitable for medium-term investments
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Hybrid Funds

Get the best of both worlds with funds that invest in a mix of equity and debt instruments.

Balanced Funds

These funds maintain a relatively fixed allocation between equity and debt, typically in the ratio of 60:40 or 70:30. They offer a balanced approach to investing with moderate risk.

  • Balanced asset allocation
  • Moderate risk profile
  • Potential for reasonable returns
  • Suitable for conservative to moderate investors
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Aggressive Hybrid Funds

These funds allocate a higher portion to equity (65-80%) and the rest to debt. They aim for capital appreciation while providing some stability through the debt component.

  • Higher equity allocation
  • Moderately high risk
  • Potential for higher returns
  • Suitable for moderate to aggressive investors
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Dynamic Asset Allocation Funds

These funds dynamically adjust their equity-debt allocation based on market conditions. They increase equity allocation when markets are undervalued and decrease when overvalued.

  • Dynamic portfolio adjustment
  • Market-linked risk management
  • Potential to capture market opportunities
  • Suitable for investors seeking active management
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Our Investment Approach

We follow a structured approach to help you achieve your financial goals through mutual fund investments.

01

Goal Setting

We help you define clear financial goals with specific time horizons and target amounts.

02

Risk Assessment

We evaluate your risk tolerance to ensure your investment portfolio aligns with your comfort level.

03

Portfolio Construction

We create a diversified portfolio of mutual funds tailored to your goals and risk profile.

04

Regular Review

We periodically review and rebalance your portfolio to ensure it stays aligned with your goals.

Systematic Investment Plans (SIPs)

Invest regularly in small amounts and harness the power of compounding.

SIP Investment

Benefits of SIP Investments

  • Disciplined Investing: Cultivates regular investment habit
  • Rupee Cost Averaging: Reduces impact of market volatility
  • Power of Compounding: Generates wealth over long term
  • Affordability: Start with as little as ₹500 per month
  • Flexibility: Modify, pause, or cancel anytime
  • Convenience: Automated investments via auto-debit
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Ready to Start Your Investment Journey?

Our mutual fund experts are here to guide you in creating a personalized investment strategy aligned with your financial goals.

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