How to Track Mutual Fund Portfolio
We assist investors in accessing mutual fund account statements and tracking portfolio value through our free FinGuide Buddy mobile app. As AMFI-registered distributors, we enable easy monitoring of investments.
Services From The Best Investment Company in delhi
Explore Investment Company, Finance broker, Investment service, Financial Advisor from SIP & Mutual Funds Investment Services – Finguide Buddy. Ask us about availability, details or your specific needs.
Marriage & Wedding Financial Planning
We help investors prepare financially for wedding expenses by facilitating mutual fund investments through SEBI-registered AMCs. As AMFI-registered distributors, we support systematic and goal-based investing in a transparent manner.
Vacation financial Planning
We assist investors in planning for vacations or holidays by facilitating investments in mutual fund schemes from SEBI-registered AMCs. As AMFI-registered distributors, we enable goal-based investing to help achieve short- or medium-term travel goals.
Transmission & Nominee Assistance
We support investors with services such as transmission of mutual fund units in case of inheritance and updating nominee details. As AMFI-registered distributors, we ensure smooth coordination with SEBI-registered AMCs in a transparent manner.
Systematic Investment Plan (SIP)
SIP Investment Setup – We help investors set up SIPs in mutual funds from SEBI-registered AMCs. Our role as AMFI-registered distributors is to facilitate a simple, transparent, and disciplined approach to investing.
mutual fund schemes
We facilitate investments in mutual fund schemes from SEBI-registered AMCs. As AMFI-registered distributors, we help investors choose suitable schemes aligned with their financial goals, whether through SIPs or lumpsum, in a transparent and compliant manner.
Dream home plan
Turn your dream home into reality with disciplined mutual fund investing. We support investors in setting up SIPs or lumpsum investments aligned to their home purchase goals, via SEBI-registered AMCs.
Debt Securities
We facilitate investor access to debt-oriented mutual fund schemes from SEBI-registered AMCs. These schemes primarily invest in fixed income securities like government bonds, corporate bonds, and money market instruments, offering options for investors seeking relatively lower volatility.
Asset allocation
We help investors structure their portfolios through asset allocation across equity, debt, and hybrid mutual fund schemes from SEBI-registered AMCs. As AMFI-registered distributors, we support goal-based diversification in a transparent manner.
Goal-Based Financial Planning Support
We assist investors in creating a financial plan by facilitating mutual fund investments through SEBI-registered AMCs. As AMFI-registered distributors, we support goal-based investing for needs like retirement, child education, or wealth creation with transparency.
NRI investment Services
Support for NRIs to invest in mutual funds from leading Indian AMCs, with complete documentation guidance.
Systematic Transfer Plans ( STPs)
Facilitating transfer of investments from one fund to another systematically to manage risk.