Details

Mutual funds are a smart and accessible way to grow your wealth with professional fund management and diversified investment options. At Amit Consultancy Services, we help individuals and businesses invest in the right mutual fund schemes that align with their financial goals, risk appetite, and investment horizon.

Whether you're saving for retirement, planning for a child's education, or simply looking to build long-term wealth, our experts provide end-to-end guidance for informed and confident investing.

Our Mutual Fund Services Include:

Goal-Based Investment Planning
We begin with a detailed understanding of your financial goals—short-term or long-term—and suggest mutual fund categories like equity, debt, hybrid, or ELSS based on your objectives.

Risk Profiling & Fund Selection
Based on your risk tolerance, we recommend suitable mutual fund schemes from top-rated AMCs (Asset Management Companies), ensuring a balance between performance, safety, and consistency.

Systematic Investment Plan (SIP) Setup
We help you start SIPs for regular, disciplined investing. SIPs are a great way to accumulate wealth over time and average out market volatility.

Lump Sum Investments & Tax-Saving Options
Looking to invest a large amount or reduce tax liability? We guide you through lump sum investments and ELSS (Equity Linked Saving Schemes) that qualify for deductions under Section 80C.

Portfolio Review & Rebalancing
We offer ongoing portfolio monitoring and timely rebalancing suggestions to ensure your investments remain aligned with your changing life goals and market conditions.

With Amit Consultancy Services, mutual fund investing becomes simple, strategic, and personalized—putting your money to work while you focus on what matters most.