Goal Based Savings and Investment Solutions
Nidhimarga investment products are designed to achieve each individuals financial goals for family and personal growth. The goals are created by taking into consideration of the risk profile of the customer and the investment surplus and tenure. Varied asset classes are chosen to achieve the goal with maximised return expectations.
SIP – Systematic Investment plan
Systematic Investment Plan (SIP)in mutual funds allow investors to invest a fixed sum of money periodically in mutual funds. The most common type of SIP is the monthly SIP where on a specific date of the month, a pre-defined sum of money is invested in the Mutual Fund of your choice. The funds are chosen by Nidhimarga Fund managers and this will be aligned to the Goal that has been set for the customer.
Systematic Withdrawal Plan
SWP or systematic withdrawal plan is a mutual fund investment plan, through which investors can withdraw fixed amounts at regular intervals. Systematic Withdrawal Plans (SWP) in mutual funds offer retirees an ideal solution for their financial needs during retirement. As retirees seek a reliable income source, they can utilize their retirement savings, gratuity, or corpus and select the right mutual fund schemes to set up an SWP plan. minimizes risk Also as an investor you are periodically.
BULK or Adhoc Investments
Nidhimarga offers investments in Mutual funds on Bulk basis or on TOP UP basis. Here the funds are chosen which have long credibility and have the capacity to withstand the market volatility. Debt funds and stable Sectoral and large cap/ Blue chip funds are recommended for these investments.
Fixed Income Plan based
Fixed income mutual funds are those mutual fund schemes whose underlying assets are fixed-income securities, such as – government securities, debentures, corporate bonds, and other money market instruments. These funds are also broadly known as debt funds.
