Build Wealth Wisely with Wealthhwiser Mutual Funds
Investing with Wealthhwiser Mutual Funds means stepping into a world of wise financial choices. Our mutual funds are carefully designed to optimize returns and minimize risks, helping you to invest smartly and grow your wealth steadily. Whether you’re a first-time investor or seasoned in the stock market, we make investing accessible and straightforward. We prioritize your financial growth with a balanced approach, combining the latest market insights with time-tested investment strategies. Our experts carefully select investments that aim to deliver consistent returns while managing risk. With us, experience transparency at every step as we guide you through your wealth-building journey with clarity and support. Make a wise choice today. Start building a future with us where your wealth grows as wisely as you plan.
- Tailored investment strategies for optimal growth
- Robust risk management to safeguard your capital
- Transparent fees and straightforward advice
- Dedicated support for all your investment queries
Mutual Fund Offerings at Wealthhwiser
One-Click SIP
Systematic Investment Plans (SIPs) are a smart way to invest in mutual funds regularly. With One-Click SIP, starting your investment journey is as easy as clicking a button. This feature simplifies the investment process, allowing you to automate monthly investments into your chosen mutual fund. It’s designed for ease of use, ensuring that even beginners can navigate through without hassle. One-Click SIP helps in inculcating financial discipline without the need to manage the transactions each month manually. By setting up an automatic transfer, you ensure that your investments grow steadily, harnessing the power of compounding effectively.
- Average SIP return: 12-15% annually
- Minimum SIP amount: ₹500 per month
- No manual intervention required
- Encourages financial discipline
Lumpsum
Lumpsum is a feature designed for investors wanting to invest a large amount at once in a mutual fund. This option is ideal for those who have received a windfall or year-end bonus or have accumulated savings and wish to enter the market at the current levels. Investing a lump sum allows your money to start working immediately, maximizing the potential returns. Lumpsum simplifies the process, offering a straightforward and quick way to significantly invest in your chosen fund without the complexities of multiple transactions. It’s a direct path to potentially higher gains through a single, substantial investment.
- Ideal for large, one-time investments
- Captures market lows effectively
- Suitable for seasoned investors
- Average gain: 10-18% annually
Switch STP/STW
Switch STP/STW enables investors to conveniently transfer investments between schemes (STP) or within the same scheme (STW). This feature is crucial for managing and optimizing your portfolio according to changing market conditions or personal financial goals. Systematic Transfer Plan (STP) allows you to move a predefined amount from one mutual fund to another, typically from debt to equity or vice versa, to balance risk and return. Similarly, Switch to Withdrawal (STW) facilitates gradual withdrawals, helping in managing cash flows efficiently. This option is valuable for investors looking to adapt or secure their investment strategy over time.
- Seamlessly switch between Mutual Fund schemes.
- Rebalance your portfolio easily.
- Optimize returns according to market conditions.
- Average transfer period: 1-3 years
Make Goal Oriented Investment
Child Education
Start planning for your child's education early to avoid financial stress later. Mutual funds offer a reliable way to build a corpus for your child's future.
Dream Home
Your dream home is within reach with careful planning and smart investments. Start building your savings with mutual funds today and watch your dream become a reality.
Child Marriage
Ensure your child's wedding is everything they dream of by investing wisely today. Mutual funds provide a systematic and efficient way to save for this important milestone.
Dream Vacation
Don't just dream about your perfect getaway; make it happen with smart financial planning. Start investing in mutual funds and bringing your dream vacation closer than you think.
Wealth Creation
Mutual funds offer the perfect blend of diversification, returns, and compounding. Whether through lump-sum investments or SIPs, they are ideal for building wealth over time.
Retirement Planning
Secure your golden years by investing in mutual funds. Start early, benefit from compounding, and build a substantial retirement corpus to live comfortably in the future.
Ready To Get Expert Mutual Fund Recommendations?
We bring clarity to your investment journey. Our expert recommendations guide you through the world of mutual funds, ensuring you’re equipped to make smart choices. With Wealthwiser, it’s all about smart choices, clear guidance, and your financial growth. Take the next step in your investment journey and feel the confidence that comes with expert guidance. Your portfolio, our expertise—let’s grow your wealth together.