Serices List
Mutual Fund Investment
Your Path to Smart & Secure Wealth Creation
Mutual Fund investing is more than just putting money into schemes — it’s about building long-term wealth with expert guidance, disciplined planning, and informed decision-making. At CreditDebit.in, we help you select the right funds, monitor your portfolio, and optimise your returns with complete transparency.
Why Choose Our Mutual Fund Advisory?
Goal-Based Investment Planning We analyse your financial goals—tax saving, retirement, children’s education, wealth creation—and recommend the most suitable funds.
Why Choose Our Mutual Fund Advisory?
Expert Fund Selection With a team of experienced professionals and cloud-based accounting tools, we deliver accuracy, transparency, and timeliness in every aspect of your financial recordkeeping.
Portfolio Monitoring & Rebalancing
Your investments are regularly reviewed to ensure they stay aligned with your goals and market conditions.
Tax-Efficient Planning
We guide you on ELSS, capital gains tax, indexation benefits, and optimal strategies under Indian tax laws to maximise post-tax returns.
Paperless & Hassle-Free Process
From KYC to SIP/One-Time Investment setup, we manage everything end-to-end with full compliance and documentation support.
What We Handle for You
Selection of Equity, Debt, Hybrid, ELSS & Index Funds
SIP & Lump Sum Investment Planning
Portfolio Performance Tracking
Risk Profiling & Asset Allocation
Capital Gains Tax Reporting
Redemption, Switch & Rebalancing Support
Investment Statements & Reports
Advisory for NRIs, Professionals, Salaried & Business Owners
Who Should Choose This Service?
Ideal For :
- Salaried Individuals
- Business Owners & Professionals
- NRIs
- First-time Investors
- Long-term Wealth Builders
- Tax-saving Investors (ELSS Section 80C)
- Includes
- Fund Selection & Recommendation
- SIP/Lumpsum Planning
- Portfolio Review & Reporting
- Tax Planning (Capital Gains & ELSS)
- Goal-Based Investment Roadmap
- Investment Frequency
- Monthly SIP
- Quarterly Review '
- Quarterly Review
- Annual Rebalancing
