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Wealth Creation

Mutual Funds

Unlock the power of professional wealth management. We curate a personalized portfolio of top-performing mutual funds aligned with your financial goals, risk appetite, and investment horizon.

Mutual Funds

Our Mutual Fund Solutions

Diverse investment options designed to meet every financial objective

1

Equity Funds

Maximize your long-term wealth creation with our expert-selected equity funds. Ideal for goals 5+ years away, these funds invest in high-growth companies to deliver superior inflation-beating returns.

Equity Funds
2

Debt Funds

Seek stability and consistent income? Our debt fund recommendations focus on high-quality bonds and government securities, offering better returns than traditional savings accounts with lower volatility.

Debt Funds
3

Hybrid Funds

Get the best of both worlds. Hybrid funds balance equity for growth and debt for stability, making them perfect for medium-term goals and conservative investors looking for moderate risk.

Hybrid Funds
4

ELSS (Tax Saving)

Save tax under Section 80C while growing your wealth. Equity Linked Savings Schemes (ELSS) have the shortest lock-in period of 3 years among all tax-saving investments and offer high return potential.

ELSS (Tax Saving)
5

Index Funds

Believe in the India growth story? Invest passively in the market leaders via Index Funds. These low-cost funds replicate benchmark indices like Nifty 50 or Sensex, ensuring market-linked returns.

Index Funds
6

SIP (Systematic Investment Plan)

Discipline is key to wealth. Start small and dream big with SIPs. Invest a fixed amount monthly to benefit from rupee cost averaging and the power of compounding over time.

SIP (Systematic Investment Plan)

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Frequently Asked Questions

Get answers to common questions about our services.

A mutual fund is a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets. Professional fund managers operate these funds and allocate the fund's assets in an attempt to produce capital gains or income for the fund's investors.
All investments carry some level of risk, and mutual funds are subject to market risks. However, they are regulated by SEBI (Securities and Exchange Board of India), which ensures transparency and investor protection. Diversification within mutual funds also helps in mitigating individual stock or bond risks.
SIP (Systematic Investment Plan) allows you to invest a fixed amount regularly (e.g., monthly) in a mutual fund scheme. Lumpsum involves a one-time investment of a significant amount. SIP is generally recommended for salaried individuals to inculcate discipline and average out market volatility.
For most open-ended mutual funds, you can withdraw your money anytime on any business day. However, ELSS funds have a mandatory lock-in period of 3 years. Some funds may also have an exit load if withdrawn within a specific period (usually 1 year).
Taxation depends on the type of fund and holding period. For Equity Funds: STCG (Short Term Capital Gains, <1 year) is 20%, and LTCG (Long Term Capital Gains, >1 year) is 12.5% above ₹1.25 Lakhs. For Debt Funds: Gains are taxed as per your income tax slab rates regardless of holding period (for investments made after April 1, 2023).
Choosing the right fund depends on your financial goals, investment horizon, and risk tolerance. We recommend consulting with our financial experts who can analyze your profile and suggest a tailored portfolio that suits your specific needs.

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