Designing a Strategy to Safeguard your Finances
Our Services
Crescita Wealth™ aims at providing services and solutions based on our client’s requirements. Our biggest encouragement is our client’s faith in us and this drives us to put our best foot forward. We plan to partner with our clients and construct viable solutions with the end goal in mind.
Mutual Funds
Investing your finances in anything is a huge step, and Crescita Wealth™ brings to you an in-depth analysis of market trends that will help you decide.
Mutual funds with us ensure your wealth is secured via a transparent work process and constant monitoring of market fluctuations to revalidate selection. Our analyses patterns include company and fund-specific factors, including consistency and risk management.
Benefits of Mutual Funds
Professional Management
Diversification of Portfolio
No Paper Work
Low Cost of Investment
Highly Liquid in Nature
1.
Debt Mutual Funds
We offer strategies and plans to aid our client based on their investment horizon and risk factors. It is only after a keen understanding of the market environment do we advise our clients on the best mutual fund they can invest in.
Debt funds are suitable for investors not looking at risk associated with equities. We help you invest in exclusively in fixed-income instruments like bonds, debentures, and so on depending on your investment horizon and needs.
2.
Equity Mutual Funds
Crescita Wealth™ brings to you professionally managed stock funds for a safe and secure investment strategy. Equity funds are generally considered for a period of 3-5 years, as short term fluctuations of market may show losses, but these eventually yield higher returns in the long term.
We shall help you analyse these trends and also decide whether you wish to have your stocks invested locally or internationally, depending on your interests and objectives. We also evaluate opportunities for value loaded returns for our clients.
3.
Hybrid Mutual Funds
Choose a balanced mix of stocks and bonds and design your strategy to invest with Crescita Wealth™. A hybrid mutual fund is suitable for clients that are willing for some equity market risks, but wish for some stability of returns through fixed income allocation. We help you understand the market changes and build a plan that suits your end goals. We critically examine available opportunities and advise on combinations that creates an ideal portfolio for our clients.
BONDS
We offer an evaluation of the best issuers of bonds and help you decide where your hard earned money is invested. A keen understanding of your risk taking ability, availability of assets and interests will ensure your finances are at the right place and at the right time.
Bank or company deposits and bonds are popular with risk averse investors as they provide safety of capital with fixed periodic returns payments and the eventual return of principal at maturity.
For safety purposes and consistency, most investors are recommended to have at least a small amount of their portfolio allocated to fixed income products like bonds.
Features of Fixed Income Products
Counters high-risk investments in portfolio
Protection of volatility of market
Flexibility and Liquidity
1.
Corporate Fixed Deposits
Corporate bonds being riskier than government bonds, require effective management and expert monitoring. Bigger companies yield higher results: the limit is whatever the market will bear. This is where we step in, to make sure your money is invested in the right firm keeping in mind your risk taking potential and interests.
2.
Tax Free Bonds
One of the most popularly emerging type of bonds, especially among high net worth investors are tax free bonds with idea of tax exemption with resulting yields. Usually with the tenure of 10-15 years, tax free bonds are secure, redeemable, and non-convertible in nature.