We are humbled and honoured to be awarded the ‘ Best Performing Financial Advisor– Cities Tier II (North)’ at the UTI-CNBC TV18 financial advisor awards 2012 conducted through meticulous research powered by ICRA. This award is an acknowledgement of the dedication and perseverance of our team of experienced research analysts who have been giving advisory services, thus reinforcing people’s faith in us and encouraging us to serve them better.

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

Buy MF Online
Send Greeting Cards
Financial Calculators
Child Education Planning

Wealth Investor Login

Forgot Password ?
Schedule a meeting with us

Suresh KP Investment in mutual funds should be invested for long term purpose. You should invest your money in mutual funds which you do not need for next 8 to 10 years.
Tue, 22 Jul 2014 14:39:15 +0530

Mehrab Irani To understand the risk of investing in fixed income funds we have to understand the risks of securities in which they invest. The common risks associated with fixed income securities are credit risks, interest rate risks, liquidity risks, basis risks, yield curve risks etc.
Tue, 22 Jul 2014 14:37:47 +0530

Ramalingam K Investing wise is an art. It’s an art of making money work for you, and about making the right choice at the right moment. As goes the popular saying, “Make hay while the sun shines”, understanding and inferring the asset allocation and the associated factors is what this article is about.
Tue, 22 Jul 2014 14:31:26 +0530

Manish Wadhwan Manish Wadhawan, MD HD - interest rates at HSBC believes some relaxations on mutual funds taxation, which hit the market on Budget day, is likely after representations from the MF industry and Sebi to the finance ministry.
Tue, 22 Jul 2014 12:52:12 +0530

BP Singh BP Singh, executive director and CIO - equity, Pramerica Mutual Fund says pricing power that has come back to manufacturers has the capacity to boost earnings further.
Tue, 22 Jul 2014 09:01:00 +0530

Harshad Chetanwala When we look at Mutual Funds, there are more than 1,800 schemes across different asset classes. With such wide choice to invest their hard earned money could investors still be called the King or Queen? Well the answer is ‘No’. The large numbers of schemes are creating confusion.
Sat, 19 Jul 2014 16:27:38 +0530

Gaurav Mashruwala Ever wondered why is it that every time stock markets go up, individuals suddenly get into spending mode?
Fri, 18 Jul 2014 14:56:44 +0530

Amandeep Chopra The Union Budget dealt a big blow on debt mutual fund (MF) industry, by increasing the tax on 1-3 year products from the original 10 percent to nearly 30 percent.
Fri, 18 Jul 2014 12:41:11 +0530

Jitendra P.S.Solanki As per new provision the long term capital gains in non-equity mutual funds scheme will be derived only when the investments have been held for more than 36 months i.e. 3 years.
Thu, 17 Jul 2014 15:59:00 +0530

Kenneth Andrade Kenneth Andrade, Head - Investment, IDFC Mutual Fund however advises to identify and invest in quality stocks only.
Wed, 16 Jul 2014 16:00:55 +0530

Ramalingam K Though Savings accounts give lesser returns, most of us hardly tend to look for better alternatives and keep continuing with our traditional savings account to park our money. Have we ever thought of options that are safer like the savings bank account, and additionally yield us with higher interest rates?
Wed, 16 Jul 2014 15:02:46 +0530

Abhinav Gulechha Asset allocation funds dynamically manage the equity allocation in the fund, depending upon the respective valuation of equity and debt markets at a given point of time. The fund is basically a feeder fund whereby the investment in the fund gets fed to the underlying pure equity and debt funds from the same fund house.
Wed, 16 Jul 2014 15:01:21 +0530

Manish Sonthalia Manish Sonthalia, Senior VP Head Equities - PMS, Motilal Oswal Asset Management advises investors to watch out for PSU Banks that have adequate capital. He expects BFSI to do well.
Tue, 15 Jul 2014 09:50:06 +0530

Dr.Renu Pothen Although a few positives like uniform KYC and tax treatment for pension funds and MF-linked retirement plan have been mentioned, a more pro-MF policies could have found a place in the Budget.
Fri, 11 Jul 2014 18:49:39 +0530

Sunil Singhania Sunil Singhania of Reliance MF says the Budget that was presented by the finance minister Arun Jaitley today was very forthcoming on policy front.
Thu, 10 Jul 2014 17:04:44 +0530