Mutual Funds
We, at secure Trust Financial Services, offer you a 360- degree view on mutual fund selections, including a periodic performance overview on various schemes – latest NAV’s, Portfolio, Factsheet, NFO, AUM and fund comparisons. We also keep you updated about the industry with the latest market insights of global economies.
Asset allocation is another significant component in any portfolio. We offer you diversified recommendations across different classes to help maximize your returns consistently. A good asset allocation, helps you achieve your financial objectives keeping in view the degree of risk you find comfortable.
We make mutual funds easier. Our experts help you to understand the market for risk and cost efficiencies so that you can make the best-informed decision for your money. Our impeccable track record of exceeding our client’s targets. Based on historic and predictive data, we audit your existing portfolio and based on your needs suggest you the best equity and debt investment options. We also share with you a monthly performance analysis of your portfolio.
FD and Bonds
Invest in instruments that provide fixed and secured returns like Fixed Deposits and Bonds.
Fixed deposits are stable financial investments yielding a fixed rate of interest over time, flexible in duration and are not affected by market fluctuations. With interest rates slightly higher than fixed deposits, bonds are another secure means of investing. Both, Fixed Deposits and Bonds are great options to balance your portfolio.
A Government bond, on the other hand is a debt instrument with fixed and floating rate of interest disbursed on a semi-annual basis. These bonds are issued by the Central and State Governments of India.
There is a difference between how these products are taxed as well – fixed deposits are taxed as per the investor slab rate. Minute differences like these can have heavy impacts on your financial portfolio. Our specialized services simplify it for you giving you the freedom and flexibility to broaden your financial portfolio.
Capital Gain bonds under 54EC provide capital gains tax exemptions under section 54EC.