Dhanvantree

Dhanvantree

Mutual Funds

Empower Your Financial Future, Optimise your Investment planning.

What are Mutual Funds?

A mutual fund is an investment fund where money from many investors is pooled together to buy a mix of stocks, bonds, or other assets. Professional fund managers handle these investments, helping to reduce risk compared to buying individual stocks or bonds.

Benefits of Mutual Funds

Mutual funds aren't just a popular investment choice for no reason! They come packed with benefits that make them incredibly attractive to investors seeking growth and diversification.

Small Investment

Your money can be spread in small bits across varied companies. This way you reap the benefits of a diversified portfolio with small investments.

Professional Management

Funds get managed by experienced fund managers to maximize returns and minimize risk

Wide Choices

A wide variety of schemes allows investors to choose mutual funds of various risk levels and returns to fit their goals.

Risk Reduction

Diversification of investment helps to reduce investment risk. So, even if one investment suffers, it will not affect the others.

Want to Invest

To invest in Mutual funds you have to choose which investment option align with your investing strategy.

SIP (Systematic Investment Plan)

You choose a fixed amount to invest regularly, like setting up a recurring deposit for mutual funds. Even if you don't have big amount of money, you can still invest in your financial growth.

Lumpsum

You invest a larger amount all at once. This is ideal if you have a specific financial target. Think of it as a one-time boost for your future with the potential for higher growth through mutual funds.

Why people trust us?

Dhanvantri Capital Services Private Limited is an AMFI Registered Mutual Fund Distributor.

AMFI Registration Number

194216

Current Validity of ARN

30/12/2024

Initial Registration Date

31/12/2021

If you have any worries or problems about your mutual funds investments, we’re here to help you. Our special grievance redressal page is made just for you! Just go over to our grievance redressal page to share your concerns, and our team will work hard to fix things up. Making sure you’re happy and confident in our services is what we’re all about!

Frequently Asked Questions

Consider factors such as your investment goals, risk tolerance, investment horizon, and financial situation when selecting a mutual fund. Review the fund’s investment objective, past performance, expense ratio, and fund manager’s track record.

Mutual fund investments are subject to market risks, including fluctuations in asset prices, interest rates, and economic conditions. There is also the risk of loss of principal if the value of the underlying securities declines.

Mutual funds may charge expenses such as management fees, administrative fees, and other operating expenses. These costs are reflected in the fund’s expense ratio, which is expressed as a percentage of the fund’s assets.

Track the performance of your mutual fund investments by regularly reviewing the fund’s NAV, returns, portfolio holdings, and expense ratio, and comparing them with relevant benchmarks and peer group funds.

Mutual funds can be suitable for long-term investing, as they offer the potential for capital appreciation and income generation over time. However, it’s essential to align your investment horizon with your financial goals and risk tolerance.

Ready to level up your Investment? Reach out.