To enable clients diversify their investments Wealthplus.in has added another product in its bouquet and will now offer mutual funds.

Our Wealth Doctors shall provide you regular updates on products and new schemes. We have a specialized team keeping a constant watch on the market movements. Based on your risk appetite, investment horizon and your existing investments we will suggest investment in mutual fund schemes, which are best, suited to you. The fund and scheme selection is done after an in-depth research on parameters like risk adjusted returns, rolling returns, volatility and portfolio churn. We advise a mature and long-term view on mutual fund investments.

A 4 step comprehensive approach is taken for designing the portfolio best for our clients:

• Client Profiling: Our Wealth Doctors will understand a client's profile before suggesting any investment. Profiling takes into consideration issues like your attitude towards risk, investment horizon, life stage, return expectation, investment objective, tax considerations etc.
   

• Asset Allocation Plan: On the above considerations a long term asset allocation plan will be determined.
   

• Scheme Selection: Suitable schemes across the chosen asset classes will be selected.
   

• Re-balancing: Periodic portfolio re-balancing to maintain the long term asset allocation. A disciplined approach of buying in a falling market and selling in a rising market will be adopted.

To subscribe for Mutual Fund Services Click Here