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.
Our professionals lay bare mutual fund schemes, investment objectives, and updated events in the financial market to positively impact the performance of the scheme.
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
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.
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.
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.
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.
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.
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?
Client TestimonialsWhat is it like to work with Core Financial Services
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.
Hemant has in depth and thorough knowledge about the market. An apt financial solution provider. He is the best in business.
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.
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.
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.
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.
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