Choice Wealth Management Private Limited is an AMFI registered Mutual Fund Distributor and has been working towards being a trusted advisor and wealth creator for its clients and not just a pure broking company. With extensive focus on innovation, research and technology as core areas to shape its growth and improve the satisfaction of the client with Investica – The Online Web App Based Mutual Fund platform empanelled with 35 AMC partners and 100% paperless sign up. With thematic baskets and extensive recommendations on Mutual funds, it makes wealth creation for clients a cakewalk! From asset allocation support, trading of securities to specialized investment vehicles, Choice wealth management offers a range of financial products and services designed to cater to a range of investments needs of its clients.
Research & Advisory
We go for an in depth research for each and every particular scheme and then ratings are carefully given to each scheme. From clients with high risk appetite to complete risk averse classes, we’ve covered each class investors to give what’s best for them! Every crucial aspect such as past performance of the fund, change in the government policy etc. is considered while conducting the research and analysis for the funds.
Based on the objective of a particular client, we assist in devising a financial plan which creates & ensures that strikes a right balance between outflow and inflow of the funds so that the stability is maintained. This plan acts as a guardian to the client’s wealth which reduces uncertainties which are a hindrance in the growth of the wealth of the client.
With mounting burden of tax that has been on the shoulder, we decided to take that off from our investor’s shoulder. Choice Wealth Management also offers 54EC & NHAI bonds to invest in, as saving tax is as good as saving money. Completely risk free investment avenue with consistent returns in the form of interest.
Mutual Fund Journey, today!