Why choose Fund Wallet?

What we do?

• Create & Grow Wealth – growing wealth is the result of careful planning and disciplined follow up
• Manage Cash flows – what remains at the end of the month is the primary source of wealth
• Retirement Planning – Should you stay invested in FD? Any best alternative available?
• Perennial service – communicate with clients regularly, coordinating with various manufacturers, re-balance portfolios, track AUM growth and report accurately & much more.

Why Choose us ?

I. We lay great emphasis on CAPITAL PROTECTION

Our investment philosophy revolves around two key aspects:
1. Preservation of capital
2. Generating absolute Inflation adjusted returns.

We are more interested in protecting your downside in a falling market as we believe that the upside takes care of itself when the tide turns for good. Our endeavour at all times is therefore to first help preserve your capital and, then, to help grow it.

II. Thorough in-depth RESEARCH

We update ourselves on the latest developments in the Investment world and its consequent impact on YOUR investment Portfolio. We seek to help you achieve your financial goals by constructing for you a well-defined, dedicated portfolio of mutual funds & other related instruments that is well diversified across AMCs, sectors as well as companies. Each mutual fund scheme that we shall select for your portfolio meets certain basic minimum criteria viz; a track record of minimum 3 to 5 years; an out performer across various ups & downs in the stock market; a reputed & process driven fund house & exceptional fund manager. We are well equipped in choosing the right MF scheme for you as we follow a detailed research driven process for short listing those schemes.

III. CUSTOMISED Portfolio

We do not believe in providing a standard, one-size-fits-all portfolio common to all. We firmly believe that every individual has his or her unique set of financial goals and calls for a specific financial planning process. Hence CUSTOMISATION is the key here. We take great pains to study your financial requirements and create a dedicated portfolio meant for achieving your financial goals.

IV. Disciplined & long term approach

We firmly believe that WEALTH creation is possible with a combination of right advice, disciplined approach to investing & a long term horizon. We are not in the business of offering quick magical profits and in the process risking your capital.

V. Putting YOU first

Our CLIENTS come first and then everything else. We believe in recommending only those schemes that a client needs and not what we want to sell. We follow a simple principal that “don’t sell something which you won’t buy for yourself”

Thanks

RaVi