Mutual Fund

what is mutual fund ?

What is Mutual Fund?

A Mutual Fund is a professionally-managed investment scheme, usually run by an asset management company that brings together a group of people and invests their money in stocks, bonds, and other securities.

Types of Mutual Fund:

How to Invest in Mutual Funds?

why invest in mutual fund ?

WHY ASHUTOSH FINANCIAL SERVICES?

Ashutosh Financial Services is a 20+ years old company that has been assisting individuals and companies in various aspects like Investment, Insurance, Income Tax Planning, etc.  At Ashutosh Financial Services we always put the investors’ interests first and do our best to ensure that investors’ objectives are achieved in a timely manner. We strive to make every Indian financially literate and independent. 

We at Ashutosh Financial Services put maximum importance on understanding your Investment objectives and creating a customized investment plan to ensure the complete achievement of your investment goals. We pride ourselves to be the best goal-based planners. Post Investment, we keep regular track of all your investments to ensure the complete achievement of your investment objectives.

Through our years of experience, we at Ashutosh Financial Services have created a process through which we aim to provide you with the best investment-related services and ensure that you have a hassle-free experience. We have a team of well-qualified and experienced members that are more than enough capable to assist you regarding all your investment matters.

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 Investor

Profiling

Every Investor is unique and has unique needs, therefore we at Ashutosh Financial Services listen carefully to your investment objectives, goals, and expectations. We engage in a two-way discussion to collect all the necessary details about you and solve your queries at the same time. It is very crucial for us to know the following – 1) Investment Amount 2) Investment Period 3) Expected Returns. These parameters help us in selecting the right scheme for your investment.

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Risk

Profiling

Once our preliminary meeting is concluded, we use our preset strategies and try to ascertain the risk that you should ideally take to reach your goals. Risk assessment is one of the most important and decisive factors when it comes to deciding the schemes or funds for your investment. Risk assessment helps us in picking the right investment mix for your funds in order to achieve all your objectives.

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Research

&

Analysis

We, at Ashutosh Financial Services, take immense pride in being one of the very few companies in this field to have our own Research & Analysis Department. Once your goals and risks are ascertained, our research team based on your profile and objective suggests the best schemes for your investment. Our Research Team stays up to date with the all factors that affect the financial world as well as tracks all the funds’ performances and track record.

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Investment

Process

Once the schemes have been finalized, we will approach you with the relevant forms and investment documents as well as the fact sheets of the selected schemes that have the entire track record of that scheme. The Investment process can be done both via forms or digitally.

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After

Investment

Service

Once the investment process is done, you will be assigned a dedicated relationship manager who will be available at all times for all your queries. Apart from this we shall undertake a comprehensive and periodical review of all your investments and coordinate with you if there is a need for any change.

Our aim is to become your one-stop solution for your financial needs. Through our expert and qualified team, we try to give you the best advice regarding your investments. We also keep ourselves updated with all the activities happening in the world of finance. We aim to provide you with quality & unbiased services to secure your goals and future needs. We at Ashutosh Financial Services, are committed to continuously providing financial services to our investors to the best of our ability.

Our Key USPs are as under

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