Why Mutual Fund

What are the benefits of investing through a mutual fund :-

  • Professional Investment Management
  • Diversification
  • Low Cost
  • Convenience and Flexibility
  • Personal Service
  • Liquidity
  • Transparency

At Wealthuniverse.in :-

  • Access over 2,500 Mutual Fund Schemes
  • Proprietary research methodology used to recommend best investment options.
  • Access to the entire mutual fund universe
  • Mutual Fund debt schemes recommendations based on internal fund research and debt market view.

Research :-

We research mutual funds through a  proprietary research methodology which  evaluates the schemes and AMC across a  wide  range of parameters. These parameters  are further supplemented by our view across  different sectors as well as alignment with  our  overall investment theme in our  investment committee. Some of the  parameters used to filter and select mutual  funds are portfolio risk and liquidity, risk adjusted returns, returns across various market cycles, past performance of the AMC in the asset class etc. The fund selection is further backed by interaction with the fund managers of the selected schemes on an ongoing basis to monitor their portfolio strategy and performance.