WEBND CAPITAL; an AMFI registered Mutual Fund Distributor: ARN-331583
A mutual fund is a financial instrument that pools money from many investors to invest in a diversified portfolio of assets, such as stocks, bonds, or money market instruments, all managed by professional fund managers. Each investor owns shares in the fund, representing partial ownership of all its holdings and sharing in the gains or losses generated.WebND Capital: Mutual Funds, helps investors;
Understand Investor Goals
Start by identifying the investor’s financial goals. Examples include retirement, buying a home, or education.
Assess Risk Tolerance
Evaluate how much risk the investor can take. Determine if they prefer low, medium, or high risk.
Analyze Personal Circumstances
Discuss the investor’s current finances and cash flow needs. Gather all relevant details.
Recommend Suitable Mutual Fund Solutions
Choose mutual funds from partners like SBI, Axis, and ICICI. Making sure they match the investor’s goals and risk level.
Facilitate Investment & Provide Ongoing Support
Helps the investor complete the investment process. Reviewing the portfolio regularly to keep it aligned with their goals.
Tax Obligations
Investor Type | STCG (Equity) | LTCG (Equity) | IT Tax (Debt) |
---|---|---|---|
Indian Resident | 20% | 12.5% over and above Rs 1.25 lakh | Investor's Tax Slab |
Naga Resident (Sec 10 (26) IT) | Nil | Nil | Nil (Income from within State) |
Non-Resident Naga | 20% | 12.5% over and above Rs 1.25 lakh | Investor's Tax Slab |
Insurance is a contract that provides financial protection against unexpected events, like accidents, illness, or property damage. It helps reduce the financial burden by covering costs during emergencies.We offer a full range of insurance products available through InsuranceDekho, including health, life, motor, travel, home, and more. This allows access to reliable coverage options tailored to common protection needs.
A Loan Against Mutual Funds (LAMF) allows investors to borrow money by pledging their mutual fund units as collateral. This means funds can be accessed quickly without having to sell the mutual fund investments, allowing them to continue growing while the loan is active.Benefits of Loan Against Mutual Funds;
Retain ownership and potential returns from mutual funds.
Lower interest rates compared to unsecured loans.
Quick loan approval with minimal documentation.
Flexible loan amounts based on the value and type of mutual funds.
Credit score is minimally affected if timely repayments are made.
Funds can be used for various personal or business needs.
WebND Capital has partnered with Volt Money to provide seamless access to Loan Against Mutual Funds, combining convenience and attractive terms for investors.
We are constantly endeavoring to expand our offerings by adding new and innovative financial solutions to better serve your needs. Stay tuned for exciting upcoming services designed to enhance your financial journey and provide greater convenience and value.