Roles of Mutual Fund in Wealth Creation

"5 Simple Steps Formula to Achieve Financial Freedom"

Importance of Mutual Funds...

  • Mutual funds are a great way to create wealth over the long term.

  • Mutual funds pool together the money of many investors to purchase securities like stocks or bonds, making them a popular form of investment for those who lack the time or knowledge to invest on their own.

  • Mutual funds offer a variety of benefits, including diversification, cost savings, professional management, liquidity, and convenience.

  • Also offer potential for long-term capital appreciation and higher returns than other more conservative investments.

  • Mutual funds are an important tool for wealth creation.

Benefits of Mutual Funds

#1

Professional Management

Mutual funds are managed by professional money managers, who invest the fund’s capital in accordance with the fund’s stated objectives. This gives investors access to professional management without having to pay the high fees associated with hiring a money manager.

#2
Diversification

Mutual funds allow investors to diversify their portfolio by investing in a single fund. A single fund may contain dozens or even hundreds of different securities, thus reducing the risk associated with investing in just a few stocks.

#3

Low Costs

Mutual funds typically have lower costs than other investment vehicles, such as individual stocks or bonds. This is because the costs associated with buying and selling individual securities are spreaded out among all the investors in the fund.

#4
Liquidity

Mutual funds are highly liquid investments, as investors can easily buy or sell shares in the fund on any given trading day.

#5

Transparency

Mutual funds are required to disclose their holdings to investors on a regular basis, providing investors with information about the fund’s investments. This helps investors make informed decisions about their investments.

In The 1:1 Strategy Call You Will Get...

  • How to Reach Financial Freedom even before Retirement.

  • How to Beat Inflation & Create Wealth for Future

  • How to Leave a Luxurious Life Post your Retirement

  • How to be Resilient during Market Volatility

Meet Your Host

Souvik Chandra

Souvik Chandra

Had a successful career for the last 20 years with leading Asset Management Companies includes both multinational and Indian firms which has given him a good orientation and perspective.

As the canvas of Indian Financial Industry is dynamic and the need for Financial Literacy/Inclusion is need of the hour considering the change in investment landscape, I thought to pursue my dream to help investors make a prudent decision and choose the right framework when it comes to investments.   

In this V.U.C.A. (Volatility, Uncertainty, Complexity and Ambiguity) world, I believe every day we will have to learn, adapt and evolve with the constants which are always changing. The importance of prudent financial planning and execution cannot be underestimated.

I have appended below my dossier for your reference

  • CFA Foundation Certified

  • National Institute of Securities Markets (NISM) Level 1 & Level 2 Certified

  • NISM Mutual Fund Advanced Module Certified

  • Management Development Certification from IIM Kolkata.

  • 1000+ public speaking seminars on investment awareness.

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