Mutual Fund
At Compass Capital Plus, we facilitate mutual fund investments to help investors work towards their long-term financial goals through a disciplined and structured approach.
We offer support across different stages of an investor’s journey, focusing on clarity, consistency, and suitability rather than short-term market movements.
Our Mutual Fund Services Include
✔ Systematic Investment Plans (SIP)
Regular investing to build long-term wealth in a disciplined manner, aligned with your goals and investment horizon.
✔ Systematic Withdrawal Plan (SWP)
Withdraw a fixed amount regularly from your mutual fund. Useful for regular income (retirement planning).
✔ Systematic Transfer Plan (STP)
Transfer money gradually from one fund to another (e.g., Debt to Equity). Helps reduce market timing risk.
Major Types of Mutual Funds
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Equity Mutual Funds
- Invest mainly in shares of companies.
- High return potential, suitable for long-term wealth creation (5+ years).
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Debt Mutual Funds
- Invest in bonds and fixed income securities.
- Lower risk, suitable for short-term or stable income needs.
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Hybrid Mutual Funds
- Mix of Equity + Debt.
- Moderate risk, suitable for balanced growth.
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Index Funds / ETFs
- Track market index like Nifty 50 or Sensex.
- Low cost, passive investment.
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Solution-Oriented Funds
- Designed for specific goals like Retirement or Children’s education.
- Have a lock-in period.
✔ Lump-Sum Investments
Suitable for investors looking to deploy surplus funds with a structured approach, based on risk profile and time horizon.
✔ Goal-Based Investment Facilitation
Mutual fund solutions aligned to specific objectives such as:
- Wealth creation
- Children’s education
- Retirement planning
- Long-term financial security
✔ Portfolio Review & Ongoing Support
Periodic review of investments to ensure alignment with objectives, along with ongoing service support during different market conditions.
✔ Support Across Market Cycles
Market fluctuations are a normal part of investing. We assist investors in maintaining discipline and continuity across market ups and downs.
Our Approach
Our mutual fund process is structured and transparent:
- Understanding investor requirements and risk profile
- Facilitating suitable mutual fund schemes based on time horizon
- Supporting investors with periodic reviews and communication
- Encouraging long-term discipline
Important Note
We facilitate mutual fund investments as an AMFI-registered Mutual Fund Distributor. We do not assure or guarantee any returns.
Who Can Invest
- Resident Individuals
- NRIs (subject to applicable regulations)
- HUFs
- Trusts and other eligible entities
Risk Disclosure / Disclaimer
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
AMFI Registered Mutual Fund Distributor ARN No : 120134