AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager
AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager
Direct investing in stock may require expert knowledge and need time to study the trend etc. Mutual funds gives an opportunity to invest in diversified capital market with a small sum of money.
Mutual Fund has emerged as a significant wealth creation vehicle for retail investors. For individual investors, mutual funds offer a most convenient way to diversify their portfolios without needing extensive knowledge of the stock market. By pooling money from many investors, mutual funds can invest in a wide range of assets, including stocks, bonds, and other securities, which helps to spread risk. This diversification can lead to more stable returns over time compared to investing in individual stocks.
Additionally, mutual funds are managed by professional portfolio managers who make investment decisions on behalf of the investors. This professional management can potentially lead to better investment outcomes, especially for those who lack the time or expertise to manage their own investments. Mutual funds also provide liquidity, as investors can buy or sell their shares at the end of each trading day at the fund’s net asset value (NAV).
Mutual funds is a popular investment choice for many due to their accessibility and potential for diversification. Mutual funds can help the individual to reach their financial goals by right investment strategy.
CP Wealth & Financial Services is a venture by its founder and promoter CP Joshi, a Certified Financial Planner, Chartered Wealth Manager, and a professionally qualified expert in Finance, Legal, and Company Secretary ship.He held senior positions in prominent corporations such as Larsen & Toubro Ltd, Hyundai Motors India Ltd, ANZ Grindlays Bank, Bharti Airtel, and my last assignment was as Senior Vice President at Vodafone India Ltd.
A-301, Kenwood Tower,
Charmwood Village, Suraj Kund Road,
Faridabad-121009
