Mutual Funds are considered a safer bet for investors with a lower risk appetite, and while that may be true to a certain extent, market volatility impacts funds too. A knowledgeable broker can help you take the edge off the risk and make a difference in your returns.
Mutual Funds
Accomplish Your Financial Goals, Safely
Mutual Fund Distributors with a Difference
As a 25-year NSE member, Jade Securities brings in-depth knowledge of market forces to its mutual fund distributorship. For investors, this can mean a big difference in returns and risk.
We also help our clients in their asset allocation strategy and rebalancing, which helps reduce risk for the investor.
Certifications
National Institute of Securities Markets (NISM) Series V-A
ARN Number: 78369
Employee Unique Identification Number (EUIN): E027772
Services: Jade Securities is empanelled with all the major fund houses, including Kotak Mahindra, ICICI-Prudential, HDFC, DSP Black Rock, L&T, Nippon, etc. (for full list, contact us on: info@jadesecurities.in)
Services
- Evaluating risk tolerance
- Investment strategy (in line with risk tolerance and short- long-term goals)
- MF purchase
- SIP set up
- Portfolio assessments
- Portfolio diversification
- Rebalancing
- Redemptions
- Documentation (as required by regulatory bodies)
If you’re planning to invest in mutual funds, but are not sure if you have all the information/knowledge necessary to do it successfully, reach out to us, using the form below.
Faq's
Mutual Funds, like any other share market investment, is subject to market forces, so there is no way to put an absolute figure on returns. However, you can definitely expect to earn more than an FD or Debt Instruments. Again this depends on the nature of your portfolio and your own risk appetite.
Definitely. This is a core service. Only will we help you analyze options, we will also chart out an investment strategy in line with your own goals and objectives, and regularly review your portfolio and rebalance/diversify as needed.
Yes. Indeed you can. However, distributors like Jade Securities bring specialized knowledge and understanding about various aspects that impact returns from MFs. These include, stock market expertise, allocation strategy, continuous portfolio reviews, rebalancing, diversification as needed, compliance documentation. What you can expect are better returns for less effort.
What Our Clients Say
In the 10+ years I’ve been investing with Jade, I’ve never once had cause to complain, or even feel stressed. Transparent dealings with a friendly personal touch describes my ex-periences with them. It’s been a profitable association for me and hopefully well into the future.
Thanks to Jade, I am able to look forward to a secure future. They have always been honest and above board in all their dealings…and, I’m happy to say, profitable too.
I don’t have much of a risk appetite, but that never came in the way of my dealings with Jade. They are easy to work with and understood what I needed, sometimes, even before I could find the words. I would heartily recommend them to anyone looking for a solid, honest stockbroker
Disclaimer
Investments in securities market are subject to market risk, read all the related documents carefully before investing.
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