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Our Journey Since 2001
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About us
Shrawan Kumar
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Local Guide
Indrani Kapoor
Pallavi Sharma
Local Guide
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Nandita Shamlal
Indrani Kapoor
Manu Mehrotra
Highly recommend Mentor Fund Distributors to help you achieve your financial goals"
Suyash Joshi
Puneet Sachdeva
We are Grateful to our Investor for the Accolade
Building a Wealthy Tomorrow
with trust integrity and secure Services
Secured Education3
A mutual fund designed for securing a child's education aims to provide parents with an investment vehicle to accumulate funds for their child's educational expenses. This fund offers diversification, professional management, and potential growth, ensuring a secure future for their child's education.
HDFCDownload
ICICIDownload
AxisDownload
Happy & Healthy Retirement3
Mutual funds designed for a happy and healthy retirement aim to provide individuals with a diversified investment portfolio that generates potential returns over the long term. By investing in these funds, individuals can secure their financial future, enjoy a comfortable retirement, and achieve their retirement goals with peace of mind.
Axis Retirement PlanView More
ICICI Retirement PlanView More
Marriage3
A mutual fund for children's marriage plans provides parents with a disciplined approach to save for their child's future wedding. It offers long-term investment strategies, professional management, and the potential for growth. By investing, parents can secure their child's future while planning for a memorable wedding celebration.
Tax Saving3
Tax-saving mutual funds, also known as ELSS (Equity Linked Saving Scheme), provide investors with an opportunity to save tax under Section 80C of the Income Tax Act. These funds invest predominantly in equities, offering the potential for long-term capital appreciation while providing tax benefits.
Tax Recknorer View More
Tax Saving View More
Risk Profiling3
Risk profiling in mutual funds involves assessing an individual's risk tolerance, time horizon, and investment goals. It helps investors identify funds aligned with their risk preferences, whether conservative, moderate, or aggressive. By matching risk profiles with suitable mutual funds, investors can make informed decisions to achieve their financial objectives.
Top Scheme3
Top mutual fund schemes are those that have consistently delivered impressive returns and outperformed their benchmark indices. These schemes are managed by experienced fund managers who employ a well-researched investment strategy. Investors can consider these top schemes for potential long-term wealth creation and achieving their financial goals.
Fund Performance View More
No Goal is Beyond your reach
Solutions
Match your Objectives to the right Inverstment
- Very Long Term Investment
- Long Term Investment
- Medium Term Investment
- Short Term Investment
- Very Short Term
A strategic approach for patient investors looking to maximize returns over extended time horizons. It involves selecting stable assets, such as blue-chip stocks or diversified index funds, with the intention of holding them for several decades to benefit from compounding growth and weather short-term market fluctuations.
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Long-Term Investment
Long-term investment refers to allocating funds in assets with the expectation of generating significant returns over an extended period. It involves patience, research, and a diversified portfolio to mitigate risks. By adopting a strategic approach, investors can benefit from compounding growth and potentially achieve their financial goals over time.
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Medium-Term Investment
Medium-term investments typically refer to investment strategies with a time horizon of a few years. These investments aim to balance risk and potential returns, offering a middle ground between short-term gains and long-term stability. They often include assets like bonds, mutual funds, or diversified portfolios that cater to specific financial goals within a moderate time frame.
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Short-Term Investment
Seeking quick returns? Consider short-term investments such as high-yield savings accounts, money market funds, or short-term bonds. These options offer potential gains within a shorter time frame, making them ideal for those with immediate financial goals or a low-risk appetite.
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Very Short Term
“Very Short Term” refers to a brief duration, typically ranging from a few minutes to a few days. It is commonly associated with immediate goals, quick decision-making, and rapid actions that have an immediate impact. This term emphasizes the need for promptness and efficiency in achieving short-lived objectives.
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What Differentiates Mentorwealth
How Mentor Wealth Works
We match your objectives to the right portfolio
1
Connect through Referrals and Leads
2
Understands your Needs
3
We Access your Risk Profiling
4
We Determine asset allocation
5
We Determine your Product Suitability
6
We onboard you by simple Registration
7
We Consolidate your Portfolio on a simple page
Let’s grow your wealth, together
We’ve Spent 10+ Years Helping Clients Like You Find Financial Confidence
