Investment Hub

WEALTH MANAGEMENT

Mutual Funds

MK Financial Services provide Mutual fund services such as Purchase, Switch, Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP) and Redemption.We also provide a Financial Advisory platform which enables clients to watch their portfolios in a single window .Clients can also avail the same facility in their mobile phones.

What is the role of Mutual funds in Wealth Creation?

" A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets."

Aware about the classification of Mutual Funds – Mutual funds are classified into Asset wise, Structural wise and Investment Goals.

Asset wise:

  • Equity Funds, Debt funds, Money Market funds, Hybrid funds

Structural wise:

  • Open ended Funds, closed -ended Funds, Interval Funds

Investment goal:

  • Growth Funds, Liquid Funds , TAX -Savings Funds.

Systematic Investment Plan (SIP)

Investing in SIP helps an investor to take part in the stock markets without actively timing them and investors can benefit by purchasing more units when the price falls down and less units when the price rises up. This scheme provides benefits to reduce the average cost per unit of investment through a method called Rupee Cost Averaging. This strategy helps an investor to invest the same amount of money in a particular mutual fund at every stipulated time period. Through this system Investors also enjoy the benefits of market fluctuations.

Systematic Withdrawal Plan (SWP)

Under SWP, if you invest a lump sum in a mutual fund, you can set an amount you'll withdraw regularly and the frequency at which you'll withdraw.

Systematic Transfer Plan (STP)

Through the STP System in Mutual Funds an investor is able to invest a lump sum amount in a scheme and regularly transfer a fixed or variable amount into another scheme.

Tax Savings Plans

The taxes saving schemes provide a platform to the taxpayers through which they can easily save tax. The tax saving schemes keep these deductions in mind and bring you the best way for saving taxes. The various schemes worth knowing for easy tax saving are as follows:

  • 01 Public Provident Fund (PPF)
  • 02 5 year Bank Deposits
  • 03 Equity Linked Savings Schemes (ELSS)
  • 04 Premium of Life Insurance Plan
  • 05 National Pension Scheme
  • 06 Unit Linked Plan (ULIP)
  • 07 Senior Citizen's Savings Scheme

Disclaimer: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

STOCK HOLDING

Stock Holding

Stock Holding

MK Financial Services has tie up with Stock Holding Corporation of India for distributing the following products

  • 01 Fixed Deposits
  • 02 Tax Free Bonds of PSUs
  • 03 Capital Gain Bonds
  • 04 Inflation Indexed Bonds
  • 05 Government of India Bonds
  • 06 National Pension Scheme (NPS)

PORTFOLIO MANAGEMENT SERVICES

Smart Owner

Portfolio Management Services in the Real Estate Sector with SmartOwner

SmartOwner is Asia's largest property investment management company and marketplace. SmartOwner enables investors to profit from the fastest growing asset classes within real estate such as co-working, co-living and short-term rentals, while also enabling them to participate in more traditional commercial and residential investment opportunities. SmartOwner offers investment opportunities tailored to each market, with a strong presence in short-term rentals in developed countries in addition to a variety of asset classes in India, the fastest growing major economy in the world.