Why Choose Ideas2Invest

Investors can choose from a plethora of distributors and Financial Planners. However, an investor is invariably unsure if the advisor or planner will recommend a product purely on its risk and returns potential, or get swayed by "extra" commissions and "extra incentive". Investing though Ideas2Invest is altogether different. We do not pile on a product to a potential client. On the contrary, we will recommend a cluster of funds that fit in the investor's risk appetite and is most likely to meet the desired financial objectives. And we assist the prospective investor chose whatever is best for him or her. This is how we create an informed investor. This sort of education of goes a long way in wealth creation.

Our primary focus remains the "investor" and investors financial goals and risk appetite. Several prospects have contacted us with a vague idea of investments. We started their investment journey after carefully assessing their risk appetite. We defined their financial goals and structured investments to meet those financial objectives. As a result, we have several investors who started off by investing a few thousand every month and today have portfolios running in multiple of lacs.

As a Mutual Fund advisor we have mastered wealth creation through systematic investment route. Investors also get a unique login ID and password for online portfolio viewing. This is to aid regular monitoring of their investments.

Mutual Funds

WHAT IS MUTUAL FUNDS

Mutualfunds are very popular in the western world but in India lot of people wonder what is Mutual Fund ? Are Mutual Funds sort of investments ? Are Mutual Funds risky

Learn More

TYPES OF MUTUAL FUNDS

There are various types of mutual funds, here we are classifying various types, according to maturity period and investment objective.

Learn More

COMPARISON BETWEEN SIP, PF AND NSC

Retail investors are often confused between various names and various financial products. NSC, PF, PPF, FD etc. all seems similar to them.

Learn More

Why Invest in Mutual Funds

Every individual wants to save money and grow wealth, However, no one wants too much of risk but they also look at and maximizing returns. If lowering risk and maximizing returns is the criterion then mutual funds seems the logical way forward. Mutual fund is a professionally managed investment mechanism. Investments are managed by professional fund managers, supported by well qualified and experienced research team. A fund manager not only takes well informed decisions but also exercise aggressive decisions on entry and exit from a particular security or Industry. A retail investor can only pick a few stocks but a good fund can invest in excess of 100 stocks. And bring the number down as the market conditions change. A retail investor cannot have a low risk portfolio of balanced funds yet beat inflation but a good balanced fund has been doing this for several years.

Mutual Funds are highly regulated. Expense ratio, AMC fees, distribution commission is well defined and pro investors. Presence of a proactive regulator (Securities and exchange board of India) gives additional security to retail investors. This is unfortunately missing in some other asset classes such as real estate. SEBI ensures Mutual Funds provide full transparency, NAV's are declared on daily basis. This provides immense transparency and it is this transparency that is a prominent feature of any Mutual Fund.

Moreover, a retail investor can do so much more with a mutual fund investment. Systematic investment plans (SIP), systematic transfer plan (STP), Switch out from a debt fund to equity and vice versa, Systematic withdrawal plan (SWP), tax saving Mutual funds (ELSS) to save tax under sec 80 C. Mutual Funds is the way forward to meet one or more of your financial goals.

What can Ideas2Invest do for you

Investment:

  • We will assist you in selecting schemes for investments in various debt and equity Funds.
  • We will identify your financial goals and recommends Systematic Investment Plans and other investments to achieve those financial goals.
  • We can do a portfolio health check and identify non-performing funds in your existing portfolio.
  • We shall recommend weeding out of non performing funds from your portfolio.
  • We can build a regular stream of cash inflows by investment in various dividend schemes and also through SWP (Systematic Withdrawal Plans).
  • Post investments, we shall monitor your portfolio at regular intervals and suggest suitable course correction.

Paperwork:

We will assist you with all your paperwork, this includes PAN Card, or any correction thereof KYC (Know Your Client) compliance, and all the relevant paperwork to make you invest online.

Top Ranked Mutual Funds In India