Investactive Mutual Fund
INVESTACTIVE MUTUAL FUND ALLOCATION PORTFOLIOS
With InvestActive Mutual Funds Allocation Portfolios, you can conveniently invest in a bouquet of Mutual Funds as per your risk appetite.
Objective: To deliver superior risk adjusted returns to clients by creating a portfolio of Mutual Funds based on the clients’ risk profile.
Features & Benefits:
- Concentrated portfolio of 3 MF schemes in each category shortlisted based on comprehensive research process
- Rebalancing and review every 3 months
- Quarterly performance report and newsletter
- All transactions executed digitally and units in demat form – no need for physical application forms
- 100% invested at all times – no timing of markets
- Client has option to ask advisor to switch risk profile based on outlook*
- Holding period advised of 2 years & above
- Minimum investment Rs. 2 lakhs and in multiples of Rs.1 lakh
* Exit loads as applicable for switches / redemptions in mutual fund scheme.
Get in touch with us by email on firstname.lastname@example.org or call 022 6632 2366 / 1860 210 2222.