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Mutual Funds Investment Growth
📊Professional Investment Management

MutualFundsWealth Creation Made Simple

Build wealth systematically with our expertly curated mutual funds, offering professional management and diversified portfolios for long-term growth.
Substantial Assets Managed
Competitive Returns
Satisfied Investors
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Comprehensive Mutual Fund Solutions

Choose from our wide range of mutual fund options designed to meet your investment goals and risk appetite.

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Equity Funds

High growth potential funds investing primarily in stocks for long-term wealth creation.

Fund Types:

  • Large Cap Funds
  • Mid Cap Funds
  • Small Cap Funds
  • Sectoral Funds
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Debt Funds

Stable income funds investing in bonds and fixed-income securities for capital preservation.

Fund Types:

  • Government Bonds
  • Corporate Bonds
  • Short-term Funds
  • Liquid Funds
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Hybrid Funds

Balanced funds combining equity and debt for moderate risk and steady returns.

Fund Types:

  • Conservative Hybrid
  • Aggressive Hybrid
  • Balanced Advantage
  • Multi-Asset Funds
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ELSS Funds

Tax-saving equity funds with 3-year lock-in period and Section 80C benefits.

Fund Types:

  • Tax Deduction u/s 80C
  • 3-Year Lock-in
  • Equity Exposure
  • Wealth Creation

Why Choose Mutual Funds?

Professional fund management and diversified portfolios to help you achieve your financial goals systematically.

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Professional Management

Expert fund managers handle your investments with research-backed decisions

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Diversification

Spread risk across multiple securities and sectors for balanced portfolio

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Liquidity

Easy redemption with most funds offering same-day or next-day liquidity

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Tax Benefits

ELSS funds offer tax deduction under Section 80C

Our Investment Process

Systematic approach to mutual fund investing with expert guidance and ongoing support.

01

Goal Assessment

Understanding your financial goals, risk tolerance, and investment horizon for strategic planning

02

Fund Selection

Choosing the right mutual funds based on your profile and investment objectives

03

KYC & Investment

Completing documentation and starting your systematic investment plan (SIP)

04

Portfolio Monitoring

Regular review and rebalancing of your mutual fund portfolio for optimal returns

Ready to Start Your Mutual Fund Journey?

Begin building wealth systematically with our expert mutual fund advisory and investment solutions.

S

SUNVEST

Transforming businesses through innovative IT solutions, sustainable solar energy, and strategic financial services.

Contact

info@sunvests.com

+91 94120 79608

H. No. 89, Vasant Vihar, Phase II, Dehradun - 248001, Uttarakhand, India

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