Best Investment Plans in India - Where and how do you Invest?

We at Budwisefunds strive continuously to provide the best services to our clients. We are the only Robo-advisory investment firm which provides Expert Advisors to our clients because we want to make the whole experience of our clients hassle-free. To avail our best-in-class services you just have to start investing with us. Speak to our expert advisors who will help you in completing your KYC formalities (for the first time investors) and in making investment decisions/goal setting.

GOAL BASED PLANS

Why do we all work? Have you ever given a thought to this? Some of you might be thinking, to earn money. But that’s not true. We all work not just to earn money but to live our dreams. But what if you are not able to achieve those goals and dreams.

So what should one do? The simple and the only answer to this question is that one should start investing as early as possible. You can invest with us either directly from our website or by contacting us.

You just have to choose the goal for which you want to invest and our expert advisors will suggest you the best funds based on your need. We understand that the needs of different investors may vary from each other. Hence it is always advisable that every investor should align his investments with their goals.

For example, a person in his 30’s will have goals like child education, child marriage, etc while on the other hand, a person in his 50’s will be more worried about his retirement and about the strategies to be used for passing wealth to the next generation so that the transition of wealth happens over a period of time.

RECOMMENDED PLAN

We have dedicated plans catering to your various needs. The funds have been selected by our experts after due diligence and following superior methodology. These plans will help you in achieving the required corpus you need for your future needs.

The only thing which an investor has to keep in mind is that they should invest based on their risk appetite, time horizon and liquidity needs. Also one should take care of the fact that a person who is willing to take the risk to earn higher returns may not have the required risk capacity. For example, a person with irregular income, high debt, etc may not have the capacity to bear much risk.

So, if you want to start investing then you can invest in any of our recommended mutual fund schemes.

TAX SAVINGS PLAN

Every individual wants to lower their tax outgo. And to save taxes, they look for various options available to them. There is one category of mutual funds i.e. ELSS which allows an investor to claim deduction under section 80C up to a limit of Rs 1.5 lacs. The benefit of investing is these kind of funds is that they have a minimum lock-in period of just 3 years which in comparison to other saving instruments is very low.

SUPER SAVINGS PLAN

Are you among those who are still putting their hard-earned money in their bank accounts and earning a very nominal rate of return? But have you ever wondered that you can earn returns as much as twice the returns you earn on your savings bank account without taking much risk?

Our Super savings plan helps you to park your idle money lying in your savings/current in short term funds.

You can invest your idle funds for one day also. The whole process can be done through our web application and mobile application in a fast and secure manner.