Mutual Fund

Welmarg provides a selection of NFOs that meet a variety of risk and return profiles, assisting you in making the best decision for your financial journey. A New Fund Offer is a chance to invest in a newly launched mutual fund. You may simply explore our NFO ads, consult with our specialists, and make an investment.

With lumpsum investments, your entire amount starts working for you right away, allowing you to capture the full benefit of market movements. It is simple and hassle-free involving just a one-time transaction while maximizing idle savings.This is best option for long term investments to build wealth.

Welmarg understands that every investor’s journey is unique. That’s why we offer personalized SIP solutions designed to match your financial goals. SIP with Welmarg will promote disciplined investing and also reduces risk through averaging. Welmarg has a large group of financial experts and advisors whom you can consult, choose an SIP plan and automate your payments.

Welmarg understands that investors have different withdrawal needs. Our SWP services are designed to offer flexibility, control, and peace of mind as you manage your withdrawals. SWP with Welmarg would promote financial stability and capital appreciation with a lower tax liability for clients. There would be tailored withdrawals and no lock-in period. Start enjoying financial freedom with Welmarg’s Systematic Withdrawal Plan.

At Welmarg, we offer customized STP solutions to help you strategically shift your investments to balance risk and take advantage of market opportunities. Welmarg’s STP program helps in customizing STP plans with flexible transfer frequencies and goal-based transfers. Our experts continuously diversify portfolio and monitor the market, ensuring your transfers are optimized to match market trends and your evolving goals.

Welmarg’s Mutual Fund Switch service allows you to seamlessly transition between different mutual funds based on market conditions and your changing financial objectives. With our personalized approach, you can strategically switch your investments to capitalize on new opportunities, manage risk, and align with your long-term goals. Our experts provide guidance on timing and fund selection, ensuring your portfolio remains optimized and adaptable to market shifts while maintaining financial stability.