At Rushil Financial Services, we enable individuals, families, and businesses to participate in opportunities offered by mutual funds. With a transparent and systematic approach, we ensure that investing in mutual funds becomes straightforward and accessible for all.
Mutual funds are designed to meet diverse investment needs, whether you seek short-term gains, long-term growth, equity exposure, or debt stability.
Key Benefits Include!
Efficient way to grow wealth over time
Mutual Funds are designed to help you achieve various financial goals efficiently, whether short-term or long-term.
Compounding returns
Your initial investment, along with accumulated gains, keeps growing over time, resulting in the power of compounding.
Risk Diversification
Choose from equity, debt, or hybrid funds to balance risk and returns according to your financial objectives and comfort.
Expert Fund Management
Professional fund managers with deep market expertise handle portfolios, ensuring informed decisions for better growth.
Affordable & Convenient
Start investing with small amounts via SIPs or make a one-time investment as per your financial capacity and goals.
Tax Efficiency
Capital gains from equity funds are taxed at 12.5% p.a if held for over a year and 20% p.a. if redeemed before one year.
Systematic Investment Plans (SIPs)
A Systematic Investment Plan (SIP) is a smart, seamless, and disciplined way to invest in mutual funds. Instead of making a lump sum investment, SIPs allow you to invest small, manageable amounts at regular intervals—whether daily, weekly, monthly, or quarterly—helping you build wealth over time.
With SIPs, you can design a customized savings plan that align with your financial goals. Whether you're planning for a dream home, a new car, your child’s education, retirement, or even a luxurious vacation, SIPs ensure that your money grows steadily while offering flexibility and ease of investment.
Benefits
Inculcates the discipline to save and invest regularly
We provide easy and efficient services to access mutual funds, ensuring a smooth process every step of the way
Personalized Assistance
● We help you identify mutual fund schemes based on your financial goals, risk appetite, and timeframes.
● Focused support for both long-term and short-term investments.
Access to Diverse Funds
● Equity Funds: Aiming for long-term capital growth through investments in stocks.
● Debt Funds: Focusing on stable and regular returns through fixed-income securities.
● Hybrid Funds: Offering a balanced approach by combining equity and debt exposure.
Hassle-Free Process
● End-to-end onboarding, including KYC compliance, transactions, and account setup.
● Simple tools for tracking and managing your investments online.
Transparency and Compliance
● All processes align with SEBI and AMFI guidelines, ensuring ethical practices and clear communication.
● Regular updates on your investments to keep you informed.
Educational Support
● Information on market trends, mutual fund categories, and performance to aid decision-making.
● Simplified explanations of fund structures and associated risks.
Who Can Benefit?
Businesses & HNIs
Entities looking for structured investments for long-term wealth building.
First-Time Investors
Those starting their investment journey with small but consistent contributions.
Expert Investors
Individuals seeking to diversify their existing portfolios.
NRIs
Individuals interested in accessing India's growing mutual fund market.
