Mutual Funds Advisory
Mutual Funds are considered as one of the best available investment options as they are cost efficient, professionally managed and easy to invest. Mutual Fund investments are ideal for those who want to grow their wealth over a longer period of time, avail tax benefits and enjoying tax free returns on such long term investments. Investment in Mutual Funds can be done in two ways: either Lump Sum (one time) or through Systematic Investment Plan (SIP) and other options available to transact in mutual funds include Switch, Redeem, STP & SWP.
Investing in equity mutual funds is a challenging task. Choosing a scheme with the right combination of choice of stocks, quality fund manager, and good performance can be a difficult process. While selecting an equity portfolio, the market capitalization or size of the company is an important parameter. After all, the market capitalization determines the risks and benefits of investing in the company. Equity mutual fund schemes are also categorized based on market capitalization – large-cap mutual funds, mid-cap mutual funds, small-cap mutual funds, multi-cap mutual funds, etc
Invest in the best mutual funds recommended by Tax Baniya that are scientifically and algorithmically selected that best suit your needs. Let’s take a look at the top mutual funds to invest this year. Be it long-term, short-term, tax saving or your emergency needs. We have you covered. Past Return is not the criteria that same scheme will perform in future also, we review the same on constant basis and switch if the scheme is not performing as per our expectation
Tax Baniya is a sub distributor with NJ Wealth. NJ Wealth is One of India’s Largest Mutual Fund Distributor with a presence spread across India. NJ Wealth, aim to reach out to the common man and extend the opportunity to create wealth through an empowered network of financial product distributors – the NJ Wealth Partners. To customers, they offer a comprehensive platform with a wide choice of products and solutions catering to their investment needs.
Tax Baniya started with the simple idea that doing business in India should be very easy. Our growing team of young hard working professionals is our biggest asset. Our team puts the consumer first, and work meticulously to ensure that documents are filled correctly and swiftly.
Large Cap Companies
Large-cap companies fall in the top 100 of the list of companies according to market capitalization
Mid Cap Companies
Mid-cap companies are those which are ranked between 101 and 250 in the list of companies according to market capitalization
Small Cap Companies
Small-cap companies as those which are ranked below the 250th rank in terms of market capitalization. In monetary terms, these are companies with a market capitalization of less than Rs. 500 crores.
Platform & Processes
It is a Web & App based transaction processing system that can be accessed “anytime” and “anywhere” and enabled for Lumpsum, SIP, Switch, Redeem, STP & SWP.