What are Mutual Funds ?

A mutual fund is a financial scheme aggregating your resources to invest in diversified assets like bonds, stocks, and money market instruments. Mutual funds are derived for like-minded stakeholders to achieve specific future goals safely. Usually, expert investors manage these funds.

Why Choose CFS for Mutual Funds?

Tailored Financial Advice

With a team of professional and experienced advisors, we aim to deliver tailored advice and guidance, keeping in mind the clients’ investment horizons, risk appetite, and financial goals. We also look after the yearly review of the portfolio and shifting as per market requirements.

Professional Guidance

Our professionals lay bare mutual fund schemes, investment objectives, and updated events in the financial market to positively impact the performance of the scheme.

Trusted Services

Our only aim is to offer our clients customizable mutual funds recommendations that ensure that their future goals are met and fulfilled on time. In case you are unaware of all the procedures that go behind applying for a mutual fund, our advisors are present to do it for you.

Advantages of Investing in Mutual Funds

Diversification

Mutual funds eliminate risks by diversifying assets in different financial instruments. You can invest in small amounts and reap the benefits of stocks and bonds altogether.

Liquidity

Mutual funds are more liquid than any other financial instrument. You can buy or sell your mutual funds easily and quickly. It allows you to trade mutual funds anytime that you want.

Returns

The returns of mutual funds are higher than the majority of financial assets. Mutual funds historically have shared higher returns with stakeholders than FDs, RDs, bonds, and PPFs.

Affordability

You can invest in mutual funds with minimal amounts. It removes the barrier of lump sum investing and opens the doors for middle-class investors.

Regulation

SEBI regulates a mutual fund. Therefore, you don't have to fear while investing in mutual funds. The regulations account for a seamless transition and interest protection.

Professional Management

In mutual funds, the assets are managed by expert professionals. They have years of fund managing experience and a proven portfolio.

Ways to Invest in Mutual Funds?

Start SIP

SIP (Systematic Investment Plan) allows you to invest a fixed sum at regular intervals. SIP is one of the most recommended ways to invest in mutual fund schemes because it is convenient, helping you average out the cost of buying units at which you buy them.

Lumpsum

When you deposit the entire amount at one go, it is called a lump sum investment. Lumpsum investments are generally done when people have got a big sum of money & is an excellent way of investing in the long-term.

Client TestimonialsWhat is it like to work with Core Financial Services

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I have worked with Hemant for several projects and highly recommend his expertise to any person looking for a financial planner.

He is the most profound person I have met, and his ability to tackle any problem is amazing. Clarity of thoughts and a vision of helping clients build their wealth wisely, Hemant is doing a valuable contribution in imparting financial planning solutions and awareness. Kudos to you and your team at CFS.
ADITYA DADHEECH
Managing Partner - A K DADHEECH & CO
I highly recommend Hemant as a financial advisor for all your financial needs and investments. He is highly skilled and have a good team to take care of all your financial needs and to achieve your investment goals like he is working for me for almost 15 years.
DINESH GUPTA
Bagman Of India, Owner of Sekawati Impex
Hemant has in depth and thorough knowledge about the market. An apt financial solution provider. He is the best in business.
DR. ANIRUDDHA MUKHERJEE
Dean at University of Engineering & Management
I’ve found CFS to be extremely ‘enriching’!! They go beyond professional help in providing customized advice and guidance for investments. Their bouquet of solutions for money management & growth easily turn into tailor- made steps for one to lean on. Their team led by Hemant is quite dependable and the services provided are exemplary.
VAIBHAV AGARWAL
Founder - Crazy Media Labs
Hemant believes in creating additional value to clients portfolio. As an advisor he strives in taking a holistic view and approach in building wealth for financial stability. I recommend Hemant and his company to all who are looking for modern fundamentals in financial sectors.
CA ADITI SHARMA
A K Dadheech & Co
Dear CFS team, I am very happy to share my feedback. Since now it has became the most part of my life. I remember I have never did any serious investment for my future. But when I met Mr. Hemant Sharma Oct 2016 in Jaipur. My vision of investment completely change and now it’s became my mission. I always right advice from Mr. Sharma and his team. I am feeling very comfortable now whenever I need help CFS is always there.
PRAKASH SALVE
National Head - Mun India Health Care
CFS has a versatile and easy to use web portal. I am thankful to CFS for their excellent feedback system, highly ethical and knowledgeable staff to guide me in every step. Their recommendations are tailored to suit my plans & needs. Wishing them stupendous success in their venture.
KAMLESH DADHEECH
Founder - Surgics Health Care

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