Phone 807 514 8933
Our Services
Welcome to Fincaps, where we are committed to equipping you in-depth knowledge about various mutual fund schemes from leading asset management companies. Our goal is to help you understand the advantages of mutual funds compared to traditional financial products like bank fixed deposits, ULIPs, equity shares, and bonds. Our expert team is here to assist you with all your investment transactions, including new purchases, switches, and redemptions. Additionally, we provide ongoing support to guide you in monitoring the performance of your investments.
Explore a Variety of Options
Choosing the mutual fund scheme is essential for aligning your investments with your current financial situation. We simplify the process of purchasing mutual fund units and offer expert guidance on investing in Systematic Investment Plans (SIPs) from reputable asset management companies, including SBI, HDFC, Kotak, Sundaram, Nippon, Tata, Axis, and ICICI. Let us help you navigate your investment journey with confidence and clarity.
Expert Guidance and Risk Analysis
At our firm, we prioritize each investor's unique risk profile to provide tailored recommendations. We believe in the power of mutual fund schemes and conduct comprehensive risk analyses to empower our clients. With our guidance, investors can confidently make informed decisions about their financial future. Your investment journey starts with us, where your goals and risk tolerance are our top priority.
Systematic Investment Plans
We are facilitating investing in systematic investment plan (SIP) that allows investors to regularly invest a fixed amount in a mutual fund scheme. Additionally, a systematic withdrawal plan (SWP) enables investors to make fixed withdrawals at regular intervals. With systematic transfer plan (STP), investors can seamlessly transfer a predetermined amount from one mutual fund scheme to another at scheduled intervals.
Manage Your Portfolio Effectively
To achieve optimal returns from your mutual fund portfolio, it is essential to adopt a well-diversified strategy that reduces volatility in the long run. We offer assistance in reviewing your mutual fund portfolio and provide support for efficient switching, redemption, and performance monitoring.