Mutual Funds
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 |
Benefits of Mutual Funds with Crystal Peak Wealth:
- Diversification: Reduces risk by spreading investments across different asset classes.
- Professional Management: Expert oversight aiming for optimal asset growth.
- Flexibility: Offers a range of funds to suit different investment preferences and goals.
- Liquidity: Ease of entry and exit from investments.
- Potential for Growth: Access to high-growth markets and sectors.
Types of Mutual Funds:
Equity Funds
Equity Funds for growth-focused investors.
Debt Funds
Debt Funds for stability and regular income.
Balanced Funds
Balanced Funds offer a mix of safety, revenue, and moderate growth.
Hybrid Funds
Hybrid Funds blend the characteristics of equity and debt.
Exchange Traded Funds
Investment funds that trade on stock exchanges and offer tax-saving benefits.
Tax Saving Funds
Specifically designed to help investors save on taxes by offering opportunities to invest in tax-efficient instruments and tax-saving schemes.
Index Funds
Index Funds tracking specific market indices.
Equity Funds
Equity Funds for growth-focused investors.
Debt Funds
Debt Funds for stability and regular income.
Balanced Funds
Balanced Funds offer a mix of safety, revenue, and moderate growth.
Hybrid Funds
Hybrid Funds blend the characteristics of equity and debt.
Exchange Traded Funds
Investment funds that trade on stock exchanges and offer tax-saving benefits.
Tax Saving Funds
Specifically designed to help investors save on taxes by offering opportunities to invest in tax-efficient instruments and tax-saving schemes.
Index Funds
Index Funds tracking specific market indices.
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.