No matter what your investment objective is, we have a fund that that aligns with your goals and helps you grow your wealth with confidence. Whether you’re planning for the long term security and stability or looking for short-term gains, explore our wide range of equity and debt-oriented funds.
Mutual funds pool money from multiple investors and invest in diversified assets such as stocks, bonds, and money market instruments. Here’s why they’re a preferred choice for smart investors:
Reduces risk by spreading your investments across various sectors and asset classes.
Your money is managed by seasoned fund managers who adjust portfolios based on market conditions.
Start small with options like SIP (Systematic Investment Plan).
Easy to redeem units when you need access to funds.
Save taxes through schemes like ELSS (Equity Linked Savings Scheme) under Section 80C.
We begin by understanding your financial aspirations—whether it's wealth creation, tax savings, or building a retirement corpus.
Based on your risk profile and investment horizon, we recommend a diversified mutual fund portfolio tailored to your specific needs.
Your investments are regularly reviewed and rebalanced to stay aligned with market dynamics and your evolving financial goals.
We employ strategies to manage market volatility and preserve capital during downturns.
With a legacy of over 22 years and a client base built on trust and transparency, we provide:
Long-term wealth creation and capital appreciation.
Lower risk investments with stable returns.
Balanced approach combining equity and debt instruments.
ELSS funds offering tax benefits under Section 80C.
Long-term investment options focused on building a retirement corpus with gradual wealth accumulation.
Goal-oriented funds designed to secure a child's future needs like education or marriage through a mix of equity and debt.
Whether you’re a first-time investor or a seasoned professional looking to diversify, Sethia Financial Services ensures that your mutual fund investments are well-structured, tax-efficient, and aligned with your future goals.
A mutual fund pools money from multiple investors and invests it in a diversified portfolio of stocks, bonds, or other assets. It is managed by professional fund managers to help investors achieve their financial goals.
SIP is a method of investing in mutual funds by contributing a fixed amount regularly—monthly or quarterly. It helps inculcate financial discipline and takes advantage of rupee cost averaging.
Mutual funds carry market-related risks, but diversification, professional management, and regulated frameworks make them a relatively safer long-term investment compared to individual stock-picking.
Yes, mutual funds (except closed-ended and ELSS funds) offer high liquidity. However, some funds may have an exit load or lock-in period depending on the type.
ELSS (Equity Linked Saving Scheme) mutual funds offer tax deductions under Section 80C of the Income Tax Act, up to ₹1.5 lakhs per year, along with long-term capital growth.
At Sethia Financial Services, we evaluate your goals, risk appetite, and time horizon to recommend the most suitable mutual fund portfolio. We also provide regular reviews to keep your investments aligned with your objectives.
You can start with as little as ₹500 per month through SIPs. This affordability makes mutual funds accessible to both new and seasoned investors.
Contact us now to speak with a dedicated mutual fund advisor at Sethia Financial Services.
The knowledge of market can be gained through books. However, the skills required to gauge the market in times of uncertainties and deliver results consistently requires experience
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