Mutual Funds
Explore how our Wealth Management experts can help people, businesses and institutions build, preserve and manage their investments so they can pursue their financial goals.
Why Invest inMutual Funds?
Any investment professional will tell you that diversification is one of the most crucial ways to lower the risk of your portfolio. Unlike buying individual stocks, investing in one or more Mutual Funds gives investors access to a wide range of investment options because each fund may hold dozens of different securities.
- Benefit 1: Diversification of Portfolio
- Benefit 2: Enjoy the Advantages of High Liquidity
- Benefit 3: Options for Lumpsum & SIP Investments
- Benefit 4: Stay Updated on the Current Market Value
- Benefit 5: Tax Savings and other Deductions Possible
Stakeroot Services
How We Help
Stakeroot can help you identify and choose the best mutual funds to invest in based on your financial assessment and risk appetite.
Professional Advice
Our team will help you identify the best performing assets among a wide variety of mutual funds from among 44 AMC's
Diversifying Risk
We help you choose a fund that will minimize your exposure/risk while at the same time strive to get maximum profit
Transparency
Constant communication is our promise and you will be at all time be kept in loop regarding the current fund status
Investment Choice
We help you choose among a wide debt and equity based portfolios based on your current financial assesment
Rate of Return
Our constant monitoring keeps you assured of the optimum rate of return for your investment at any given time
Over 1000 Clients rely on Stakeroot
Clients rated Stakeroot 4.9 out of 5 for “always putting my interests first”
Successful Investment is about managing risk not avoiding it
─ Benjamin Graham
Testimonials
What they say about us
Our clients have been our biggest cheerleaders. We have acquired over 150+ clients through reference alone and that says a lot!
