Mutual Funds

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Crystal Peak Wealth’s Mutual Funds investment service offers a diversified portfolio approach managed by seasoned professionals to optimize returns. This strategy grants access to a broad spectrum of assets, aligning with individual risk tolerances and financial goals. Our service simplifies investment in various markets, ensuring clients benefit from:
How your fund grows if you invest, example 10,000 for 20 years at 9% CAGR & 12% CAGR
Monthly Investment Expected Rate of Return Time Period Invested Amount Est. Returns Total Value
           
10,000 9% 25 years 3,000,000 8,295,304 11,295,304
25,000 9% 25 years 7,500,000 20,738,259 28,238,259
50,000 9% 25 years 15,000,000 41,476,518 56,476,518
100,000 9% 25 years 30,000,000 82,953,035 112,953,035
Monthly Investment Expected Rate of Return Time Period Invested Amount Est. Returns Total Value
           
10,000 12% 25 years 3,000,000 15,976,351 18,976,351
25,000 12% 25 years 7,500,000 39,940,877 47,440,877
50,000 12% 25 years 15,000,000 79,881,755 94,881,755
100,000 12% 25 years 30,000,000 159,763,509 189,763,509

Testimonials

Benefits of Mutual Funds with Crystal Peak Wealth:

Types of Mutual Funds:

FAQs

Our service matches your risk tolerance and financial objectives with a diversified portfolio approach, ensuring personalized investment strategies.
We offer a wide range, including Equity Funds for growth, Debt Funds for stability, Hybrid Funds for a blend of equity and debt, Index Funds for market tracking, and Balanced Funds for a mix of safety and growth.
Our strategy involves spreading investments across various asset classes to minimize risk and enhance the potential for returns.
Yes, our mutual funds offer liquidity, allowing for easy entry and exit from investments.
Seasoned professionals manage our mutual funds, aiming for optimal asset growth through expert oversight and strategic investment decisions.

Mutual Funds