Mutual Funds

Mutual funds serve as investment platforms that gather capital from various investors to a diversified mix of stocks, bonds, and other securities.

The Dee Wealth team excels in expertly navigating these markets, utilizing strategic approaches aimed at fostering long-term growth and wealth generation for our clients. With a strong commitment to transparency and informed choices, we guarantee that your investments are handled with highest level of care and accuracy. Rely on Dee Wealth to guide you toward achieving your financial aspirations through our customized mutual fund solutions.

SIP (Systematic Investment Plan)

A Mutual Fund SIP (Systematic Investment Plan) an investment strategy that allows to invest a fixed sum of money at regular intervals in funds. This method helps investors accumulate wealth over time by leveraging the power of compounding and averaging costs in fluctuating markets. By investing small amounts consistently, it reduces burden of timing the market and encourages disciplined savings. Overall, a Mutual Fund SIP is an effective way to build a diverse investment gradually.

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STP (Systematic Transfer Plan)

A Systematic Transfer Plan (STP) is an investment strategy that enables investors to consistently transfer a fixed amount of money from one mutual fund scheme to another. This method helps manage risks by slowly reallocating investments, from a debt fund to an equity fund, or vice-versa. STPs are especially advantageous for investors looking to maximize returns while reducing market timing risks. By setting up a STP, investors can benefit from systematic investing without the necessity of constantly tracking market fluctuations.

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SWP (Systematic Withdrawal Plan)

A Systematic Withdrawal Plan (SWP) is an investment strategy that enables investors to withdraw a fixed amount from their mutual funds at regular intervals. This method creates a steady income stream while allowing the remaining investment to grow. SWPs are commonly utilized by retirees or individuals needing consistent income without having to cash out their entire investment. By implementing a SWP, investors can effectively manage their cash flow while still taking advantage of market opportunities.

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Mutual Funds Illustrative Plans

Mutual fund investments are subject to market risks. Read all scheme related documents carefully

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Disclaimer : Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.

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Mutual Funds

Lumpsum Investment

SIP (Systematic Investment Plan)

STP (Systematic Transfer Plan)

SWP (Systematic Withdrawal Plan)

Mutual Funds Illustrative Plans

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