
Mutual Funds
With a slew of offerings, from private / public sector, matching ones risk and return profile becomes a cumbersome task. We help you with suggestions on the scheme/s based on sound rationale.
Scheme Name | 1 Year Return(%) | 3 Years Return(%) | 5 Years Return(%) |
---|---|---|---|
102.54 | 20.69 | 20.19 | |
65.99 | 12.4 | - | |
61.67 | 8.99 | 12.41 | |
57.61 | 8.67 | 12.61 | |
53.56 | 7.6 | 12.28 |
Scheme Name | Invested Amount | Current Value | 5 Years Return(%) |
---|---|---|---|
180000 | 331437.76 | 25.46 | |
180000 | 248940.43 | 13.35 | |
180000 | 244243.53 | 12.55 | |
180000 | 243128.64 | 12.36 | |
180000 | 242126.97 | 12.19 |
Scheme Name | Invested Amount | Current Value | 5 Years Return(%) |
---|---|---|---|
10000 | 24678.32 | 19.81 | |
10000 | 19097.25 | 13.82 | |
10000 | 17918.85 | 12.38 | |
10000 | 17885.85 | 12.34 | |
10000 | 17745.01 | 12.16 |
With a slew of offerings, from private / public sector, matching ones risk and return profile becomes a cumbersome task. We help you with suggestions on the scheme/s based on sound rationale.
Assets, whether life or non life, whether quantified or not, require coverages to safeguard against income, family or business obligations for continuation. We shall help you understand from the maze of products offering and provide suitable choices to provide security.
Income tax laws in India allow savings and investments in various products, which can be a complex affair for a layman. We shall help you go through the details matching and help reduce you and your family's tax liability.
Accepted by High Net Worth IndIans (HNWI), a riskier proposition with skewed returns.
The mutual fund industry in India has matured a lot in the last 20 years or so. Regulatory reforms have made mutual fund industry much more transparent (in terms of disclosure norms) and efficient than...
Learn MoreOf the various Tax saving options under Section 80C of Income Tax Act 1961, mutual fund Equity Linked Savings Schemes (ELSS) have the maximum wealth creation potential over a long investment...
Learn MoreEvery day we get numerous queries of multiple natures pertaining to mutual funds in Advisorkhoj.com. Queries range from questions regarding mutual fund schemes, asset allocation, lump sum or Systematic Investment...
Learn MoreI have known Sri VijayaKumar over one year now and both me and my wife have taken his advice on investments, especially in mutual funds. I like his approach of assessing the needs of the client, their risk profile and their return expectations before making suggestions. His suggestions are backed by strong analysis and information, and I have found that his recommendations are very sound, and over time, have seen that the investments perform exactly in the manner that he predicted, which is of great comfort to the client. He is also very transparent in his dealings, and his system allows the client to view the performance of their investments at any point of time.
Mr. Vijayakumar has been helping me manage my investments for more than 10 years. His commitment and service quality are excellent.
As a personal financial advisor, Mr. Vijayakumar is a complete professional who provides financial advice and services to clients according to their specific needs. He has the expertise and experience to deliver solutions tailored to customers' needs, avoid costly errors, and mitigate risk, as well as offer a suite of services and products aligned with clients' current and future goals. His years of professional experience as a banker and his rich acumen, certainly is a great asset to all the clients. I wish Mr. Vijayakumar and his company www.vbuildwealth.com, all the best and good luck.
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