My Fundbox

Why Invest ?

At MyFundbox, we believe that investing is a key component of a Comprehensive Financial Plan for beating inflation, wealth appreciation, diversification of income streams and achieving financial goals

beat inflation

Prices increase with time, i.e. purchasing power of money erodes with time. A bread that costed ₹5 in the 1990’s costs ₹50 today

 

Your portfolio needs to generate returns higher than the inflation rates which can be done through a good mix of debt & equity basis your risk profile

Discipline

Discipline is the biggest secret to make money in the long term

 

Our investment strategies will help you achieve your goals while managing risk & volatility

 

Our Financial planning process helps you stay invested till the goal is achieved.

Investment Portfolio

Not keeping all the eggs in the same basket, we prepare a diversified portfolio of good quality investment options for your unique situation.

 

We regularly review & rebalance your portfolio to track your goals & maintain desired asset allocation as per your risk profile.

 

Contact us today to learn more about our personalized investment solutions.

Types of Investments

Our plan typically includes a wide range of investment options from debt & equity as per your unique needs, each option with its own set of potential rewards. 

 

  • Fixed Deposits

  • Recurring Deposits

  • Digital Gold

  • Mutual Funds (SIP & Lumpsum)

  • PMS (Portfolio Management Services)

  • EPF, VPF, PPF & NPS

  • Sukanya Samriddhi Scheme/ Senior Citizen Savings Schemes

  • Real Estate

  • Loans

Why Invest With Us?

We offer a variety of investment opportunities that can help you achieve your financial goals  through our expertise, diversification, performance, transparency and personalised approach.

01

Core Values & Expertise

We believe that our core values of Lifetime relationships and Complete transparency are our biggest strength.

We have experience & deep knowledge of the financial markets and conduct thorough research & analysis to provide you with clear & relevant information to help you take informed & timely decisions

02

Customization & Service

We believe in a goal-based investment approach that is tailored to your unique financial objectives and helps you stay a disciplined investor We provide educational resources, continuous service & support throughout the investment process

03

Technology

We work closely with our technology partner to develop cutting-edge investment tools & platforms. Our web & mobile applications help you track your portfolio on the go