Wealth Management
Start Your Wealth Management Planning Now to Live a Luxurious Life Ahead.
The amount of money that is kept idle in a bank's saving account should be invested in liquid funds to gain better returns.
* Above shown graph are only for illustration and educational purpose. Past performance is not the criteria for future returns.
| Schemes | Category | Amount | Allocation | Total Rtn.(In 5 Yrs) | Annualized Rtn. |
* The total returns are calculated on the basis of SIP investment returns in the last five years. Moreover, the annualised returns are simply the average SIP returns per annum. Investors should consult their financial advisor if in doubt whether the product is suitable for them.
Wealth management is the primary aim of every investor which he/she desires to attain by availing the best services from the wealth management advisors. Wealth builder has become a popular investment planning platform which can be used by the investors to take an initiative towards wealth creation. We, at MySIPonline, have the best advisors to provide you with the wealth management services to design a plan in order to create a huge corpus.
Before you start designing a strategy to manage your riches, it is quite essential to understand the basic concepts of the same. Being a type of management programme, it involves a complete procedure which deals and controls money efficiently and effectively in order to generate high results in the form of wealth. From the investors’ point of view it is considered to be a method of solving and enhancing their financial situation, while as per the perspective of the advisors it is a method to deliver the best wealth builder plan to the clients.
In order to manage your hard-earned money, we have provided a simple calculator with the use of which you can simplify the entire investment process in order to achieve your wealth building goal. We are here to help you create a huge corpus for your future in order to live an extremely rich life. We consider various parameters that involve:
On the basis of your inputs in the corresponding fields we design a portfolio which includes the complete asset allocation pie chart, growth chart in the form of graph and investment breakdown in different schemes. Moreover, you will also be able to know the exact amount that you would achieve in the future to fulfil your wealth building goals. We provide you with the recommendations of the best-performing mutual funds that you can add to your portfolio in order to confirm your future earnings. You can initiate your investment in those schemes either by using the Systematic Investment Plan or by making a lump sum payment at once.
You can further change your details to plan your wealth management accordingly. Our entire team of wealth advisors and managers are indulged in providing the best services to the investors in order to accomplish their goals of investing. We let you make the best utilisation of your hard-earned money by investing the funds in the wealth creation plans.
We all desire to live a luxurious life and want to enjoy all the amenities in life that include a big house, a luxury car, branded clothes, and so on. It can be achieved by making a worthy plan of investment in the best mutual funds. It is known to everyone that investments help to raise the standard of an individual and thus one must invest the hard-earned money in the mutual funds to grab the wealth building goal to build a financially stable life.
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The amount of money that is kept idle in a bank's saving account should be invested in liquid funds to gain better returns.
Yes, fund transfers via STP are allowed to be made within the schemes of the same fund house.
Wealth management is a platform using which you can manage your money accordingly to create a huge wealth for your future.
Calculations help in generating the exact values or the accurate amount that you need to invest while taking an investment decision as per your financial stability.
We ask for some specific terms which are used to calculate the amount. This calculator has been generated by considering the inflation values as well as market rates that have an impact on the values of invested capital.
We consider NPV, IRR and various other factors to calculate the exact values. The accuracy of the results is dependent on the inflation rates as well which are considered while designing the calculator.
Age matters a lot while making calculations for planning wealth building, as it has been believed that an early investment always offers greater returns over a period of time. Mutual funds provide the compounding benefits whereby you attain ‘interest on interest’ and thus accumulate wealth.
If you can bear the market ups and downs and these fluctuations do not affect you much, then you must go for the aggressive or high-risk profile. Else you can consider the stable or conservative risk appetite for your investment.
Projected investment denotes the growth of invested capital on the basis of the assumptions taken for the calculation.
Past performance of the funds shows their behaviour of generating returns to create wealth for the investors. You too can evaluate the same by taking a view over the graph related to the historical performance of a particular fund.
We provide twin modes to help you achieve wealth for your future. You can either opt for SIP whereby you would be required to invest a small amount at a regular interval, or you can select the lump sum mode to make the entire payment of investment value all at once.
Yes, there are various ELSS funds which provide tax benefits as well as wealth building solutions to the investors. You can opt for any one out of the recommendations to achieve your goal.