With well-tested products and proven results outperforming the index, Vivekam’s Mutual Funds basket comes with highly customized product options. Vivekam outperforms most portfolios, thanks to the unique approach in picking good schemes and rebalancing portfolios. This betters the process of sticking to the same funds throughout. This automated rebalancing process improves the returns on most Mutual Fund portfolios with ease.

 

 Lump Sum Investments

  • Vivekam helps you invest in one/multiple lump sum(s)
  • Portfolios are tracked each month and modified as required to optimize the return on investment
  • Vivekam clients will only have the most likely outperformers over one year in their portfolio, all the time

 

 Systematic Investment Plan Investments

  • Unlike traditional choice of sticking to the same scheme for SIP, Vivekam directs your investments to most likely out performers every month.
  • By supplying your choice date and monthly installment, one can check how the money could have grown in time if invested earlier.
  • Apart from investing in the right funds, Vivekam also carries out rebalancing exercise once a month to ensure optimal returns are earned.
  • The appreciation through Vivekam’s SIP is far higher than benchmark Nifty or most random choices of investors.

 

 Systematic Withdrawal Plan Investments

  • The amount and timeline is stated to meet specific goals and needs
  • During the investment period, portfolios are rebalanced each month as required
  • Clients are alerted when goals are reached
  • Systematic Withdrawal Plans are worked out to help plan retirement needs

 

 Mutual Fund Rebalancing

Vivekam has designed a dynamic process that has the ability to rebalance one’s portfolio of funds and earn higher returns. It betters the process of sticking to the same fund throughout. This automated rebalancing process improves the return on most Mutual Fund portfolios with ease.

  • Each portfolio is reviewed every month,ensuring that top funds stay in the portfolio
  • Funds that have poorer prospects are dropped and replaced with better funds
  • It is ensured that no short-term Capital Gains Tax liability arises
  • Superior returns than most Mutual Funds and Nifty are delivered

Mutual Fund Services

Mutual Fund Products

  • Lump Sum Investments
  • SIP Investments
  • SWP Investments
  • Mutual Fund Rebalancing