CAPITAL CORP. SYDNEY

73 Ocean Street, New South Wales 2000, SYDNEY

Contact Person: Callum S Ansell
E: callum.aus@capital.com
P: (02) 8252 5319

WILD KEY CAPITAL

22 Guild Street, NW8 2UP,
LONDON

Contact Person: Matilda O Dunn
E: matilda.uk@capital.com
P: 070 8652 7276

LECHMERE CAPITAL

Genslerstraße 9, Berlin Schöneberg 10829, BERLIN

Contact Person: Thorsten S Kohl
E: thorsten.bl@capital.com
P: 030 62 91 92

Mutual Funds

Mutual Funds

Mutual funds are ideal for investors who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks. Mutual funds give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefits

Key benefits of investing in Mutual Funds
  • Diversification
  • Professional management and well regulated
  • Disciplined Investment approach
  • Low transaction costs
  • Liquidity
  • Tax benefits
  • Option to invest in 9,000 schemes across 39 AMC ‘s
  • Investment options across Equity, Debt, Balanced, Tax Saving funds
  • Lump sum, SIP, STP and SWP facility to help you manage your investments wisely
  • Online tracking tools with in-built portfolio restructuring recommendations
  • Model portfolios based on risk profile with benchmark comparisons, research views etc

Systematic Investment Plan (SIP)

Systematic Investment Plan (SIP) will help you ensure you have enough money to LIVE YOUR DREAMS. SIP is an investment strategy whereby one invests a fixed amount at regular intervals.

Why SIP?

  • Disciplined Savings: SIP keeps involving investors to contribute an amount to the pool at regular intervals. This keeps investors more disciplined in their approach
  • Risk-free Timing: SIPs are based on rupee cost averaging. It removes the element of timing the market from investing
  • Reduces the average cost of Investment: It helps in tapping the tops and bottoms of a stock market, thus, average out the cost per unit
  • Tax Benefit: There is no tax on long term capital gain and dividend is tax-free in hands of investors
  • Time value of money: SIP returns can meet up the raised cost of your dream in future so that you can achieve your dreams with current savings
  • Compounding effects: SIP helps you get compounding benefit. The longer you stay invested, the more your money grows.
Have a look at how a small SIP amount invested every month can get bigger and bigger the more time you invest it for.
Your Monthly SIP Your Investment After
10 Years 15 Years 20 Years 25 Years
₹5,000 14.8 Lac 37.4 Lac 87.4 Lac 1.9 Cr
₹10,000 29.6 Lac 74.8 Lac 1.7 Cr 3.9 Cr
₹20,000 59.2 Lac 1.4 Cr 3.4 Cr 7.9 Cr

Fixed Income

Regular Income For Low-Risk Appetite Investors
Debt products are low risk and reasonably safe and consistent investment options. It ‘s a preferred option for investors seeking fixed regular income with liquidity

  • Wide range of products from Company Fixed Deposits, Bonds, NCDs etc
  • Flexibility to choose your investment amount, tenure, interest payment and maturity periods
  • Dedicated Research and Advisory desk for customized recommendations
  • Online Tracking feature to help you get all your financial investments under one roof
  • Regular updates via email on new products and recommendations

ARA Wealth Management Services is an Authorised Person of Motilal Oswal Financial Services Limited.
NSE – AP0297113431 | BSE – AP0104460181556

Content courtesy: Motilal Oswal

WhatsApp chat