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About Truevest Advisors

Truevest Advisors

Truevest Advisors is dedicated to providing a range of financial solutions, including Mutual Funds, Insurances, Bonds, FDs, Loans, PMS, and AIF, to help you build and secure your financial future. With a client-first approach, we focus on delivering personalized services that cater to your financial goals.

Our team of experts guides you through every step, ensuring that your investments are aligned with your aspirations, whether it's for wealth creation, retirement planning, or risk management. Discover more about how we can assist you with Truevest Advisors' comprehensive financial offerings.

Power Of SYSTEMATIC INVESTMENT PLAN

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Investors Education

What is a Mutual Fund?

A mutual fund is a pool of funds collected from various investors to invest in a diversified portfolio of stocks, bonds, or other securities. Managed by professional fund managers, mutual funds provide investors with an opportunity to invest in a variety of assets while spreading risk across different investments.

Benefits of Investing in Mutual Funds

Investing in mutual funds offers several benefits, including professional management, diversification, liquidity, and affordability. They allow investors to participate in the financial markets without the need for extensive knowledge or time commitment.

Types of Mutual Funds

There are several types of mutual funds, including equity funds, debt funds, hybrid funds, and index funds. Each type has its own investment strategy, risk level, and potential returns, catering to different investor needs and preferences.

How to Invest in Mutual Funds

Investing in mutual funds can be done through a systematic investment plan (SIP), one-time investment, or through a direct purchase from a mutual fund company. It's essential to assess your financial goals and risk tolerance before choosing the right fund.

Understanding NAV

The Net Asset Value (NAV) of a mutual fund is the price per share at which you buy or sell fund shares. It is calculated daily based on the total value of the fund’s assets minus its liabilities. Understanding NAV helps investors make informed decisions.

Taxation on Mutual Funds

Mutual fund investments are subject to capital gains tax, which varies depending on the holding period. Short-term capital gains are taxed at a higher rate than long-term gains. It's crucial to understand the tax implications of your investments for effective financial planning.

Invest in Your Future

What Our Client Say

Our Partners

Ajay Kariya

Impressed with their financial expertise. They've made a significant difference in my investments, and their strategies have maximized my returns.

 

Mukesh Pandya

Impressed with their financial expertise, they've boosted my investments and guided me to success. I highly recommend their services.

Harsh Dhanesha

Incredible support and guidance – they've helped me achieve financial stability and growth quickly. I'm a highly satisfied client.

Karnik Sutariya

These experts transformed my finances, securing my future and boosting my investments. It is a game-changer. I highly recommend them.

Dhaval Patel

Trustworthy and results-driven, they've reduced the stress of planning my finances, and I'm on track for a prosperous future. My experience is highly satisfying.

Ajay Tanna

Their invaluable guidance brought remarkable growth and stability. I trust them with my financial future completely. A highly professional and efficient team.

Gopal Thakkar

These experts made my investments profitable and stress-free. They're my go-to for financial guidance, turning dreams into reality. Highly recommended.