Wealth Portfolio Login
Client      Advisor     
Forgot Password
 
Investment Planning

You might have heard of the saying "Little drops of water fills the empty ocean". Just like the small and little drops of water can fill the entire empty ocean in the long run, so do is the purpose of Systematic Investment Plan (SIP). A systematic investment plan or SIP (as it is more commonly known) is a way to invest in mutual funds with small sums of money on regularly basis typically monthly or quarterly, over a longer period of time. These small and regular investments will help in growth of your wealth in the long run and you will surely reap the benefits of the fruits that you have planted by doing systematic investments of your hard-earned money in mutual funds.

The idea of SIP is to set apart a sum every month or quarter, and use that to buy units of a particular mutual fund, regardless of its price. People like such a system because it helps them save regularly and build up an investment. These investments are done to achieve our future financial goals like buying a house, childs education, childs marriage, retirement planning etc. As not all of us are born with a silver spoon in our mouth, each one of us still has a desire to be rich. We always want our hard-earned money to grow at a pace that not only fulfills our financial goals and needs but also helps us to improve our standard of living from good to better.

Thus it is very much essential for all of us to do the proper systematic investment planning of our available financial resources in such a way that we can generate the maximum possible returns out of them with minimal risks. For this, you can either plan investments by yourself, or consult an expert generally a financial planner who helps in doing your investments wisely along with continuous monitoring of the performance of your portfolio so that you do not miss the best opportunities available in terms of investing and also do not take undue risk on your portfolio. A financial planner will help you in giving meaning to your investments by inclining them with your financial goals. By this way you would know where you are going and it will become easier for you to chart out an appropriate pathway towards the relevant destination point.

Systematic Investment Planing covers the entire gamut of financial plannings you would need to do in life like Childs Marriage Planning, Retirement Planning, Childs Education Planning etc.


  • MF News
  • IPO News

HDFC AMC and Nippon life – Should investors consider these AMC stocks? NULL
Fri, 22 May 2020 09:26:01 +0530


Mutual fund flows in April hold up despite redemptions in credit risk funds NULL
Fri, 08 May 2020 21:17:38 +0530


Exclusive | LT Mutual Fund: GA-backed IIFL Wealth, HDFC AMC, Blackstone and DSP Group in the fray The engineering to software conglomerate, which houses LT Mutual Fund under listed arm LT Finance, had put the mutual fund business on the block earlier in a renewed attempt to find a suitable buyer
Wed, 29 Apr 2020 23:49:59 +0530


RBI lifeline to mutual funds will calm investors The liquidity facility will help avoid a one-off event snowballing into systemic risk
Mon, 27 Apr 2020 13:28:44 +0530


Franklin debacle| Investors need not panic, but regulator needs to step in to instil investor confidence NULL
Fri, 24 Apr 2020 15:48:10 +0530


The grave implications of the Franklin Templeton debacle for investors and the financial system The regulators need to step in immediately to stop any contagion
Fri, 24 Apr 2020 08:23:13 +0530

Schedule A Meeting With Us
Customer :
Need :
Name :
City :
E-mail :
Mobile :
Area :
Message :