We are financial services company in Pune, India. We have a strong belief in nurturing investment culture, attitude towards value investing forms the central part of any sound investment philosophy. At B. N. Rathi Securities Limited./ IIFL, our endeavor is to constantly meet every financial need of our esteemed clients.
"B. N. Rathi Securities Limited./ IIFL" - We are One Point Shop for all the investment needs of a customer. The one-stop destination is specifically targeted towards the retail customers who require a very strong relationship driven approach towards value investing.
A mutual fund is a pool of money from numerous investors who wish to save or make money just like you.
Investing in a mutual fund can be a lot easier than buying and selling individual stocks and bonds on your own risk.
Investors can sell their shares when they want.
A Systematic Investment Plan or SIP is a smart and hassle free mode for investing money in mutual funds.
SIP allows you to invest a certain pre-determined amount at a regular interval (weekly, monthly, quarterly, etc.)
Its same like RD (Recuring Deposite), but SIP returns are Tax Free after 1 year.
A type of investment vehicle that provides a specified monthly payment to the investor.
This monthly payment is intended to be a stable form of income and is therefore typically suited for retired persons or senior citizens without other substantial sources of monthly income.
These are tax-saving mutual funds that you can use to save income tax of up to Rs 1.5 lakh under Section 80C.
ELSS funds have a lock-in period of 3 years and invest a majority of their portfolio in the stock market.
Liquid funds are simply debt mutual funds that invest your money in very short-term market instruments such as treasury bills, government securities and call money that hold least amount of risk.
These funds can invest in instruments up to a maturity of 91 days. The maturity is mostly much lower than that.
Debt Mutual Funds mainly invest in a mix of debt or fixed income securities such as Treasury Bills, Government Securities, Corporate Bonds, Money Market instruments and other debt securities of different time horizons. Generally, debt securities have a fixed maturity date & pay a fixed rate of interest.
A balanced fund is another option for intermediate-term investors.
Balanced funds, which are often called hybrid funds, own both stocks and bonds.
They earn the "balanced" moniker by keeping the balance between the two asset classes pretty steady, usually placing about 60% of their assets in stocks and 40% in bonds.
A growth fund is a diversified portfolio of stocks that has capital appreciation as its primary goal, with little or no dividend payouts. The portfolio mainly consists of companies with above-average growth that reinvest their earnings into expansion, acquisitions and/or research and development.
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