+91-9841567379   venkat@acuwealth.com

Mutual Funds

Acuwealth Advisors offers advisory and distribution services of mutual fund schemes to its clients. Mutual fund schemes provide an excellent platform to invest in different asset classes like Equities, Debt and Gold.

A Mutual fund scheme offers a compelling investment case through

  • Cost-efficient, transparent and regulated products for its investors
  • Opportunity to get the services of professional Investment Managers
  • Various tax incentives for long term and short term investments
  • Excellent liquidity
  • Systematic Investment/Transfer/Withdrawal plans

The Acuwealth Advantage

  • ¬†Focus on building a portfolio across fund houses, fund types through a rigorous fund selection process
  • Evaluate the fund history (over the long term) as well as look at the risk measures rather than merely focusing on the last one year returns
  • We interact with fund managers of different fund houses to understand the investment philosophy of the funds
  • Review and provide recommendations on mutual NFOs/closed ended schemes which are floated periodically by different fund houses
  • Appropriate use of SIP, SWP, STP, Value based techniques
  • ¬†Periodic review and monitoring of recommended schemes
  • Online and offline investment platforms with online portfolio monitoring tool

Contact Details

162, Arcot Road, Second Floor,
Opp. to World of Titan Showroom, Kesavardhini, Valasaravakkam, Chennai 600 087, India

Mobile: +91- 9841567379 Email: venkat@acuwealth.com

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