Mutual Funds
At TecWealth we make mutual fund investing easy, accessible, and tailored to your financial goals. Whether you’re a first time investor looking to start your wealth journey or a seasoned investor aiming to diversify your portfolio, our platform offers expert guidance and a curated selection of mutual fund options to match your risk profile and investment horizon.
With transparent advice, goal based investment planning, and ongoing portfolio tracking, we help you make informed decisions so your money works harder for you. Our team of certified financial advisors is dedicated to ensuring your investments are aligned with your long-term goals whether it’s wealth creation, retirement planning, or saving for your child’s education.
A Mutual Fund (MF) pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities, managed by professional fund managers.
Lump Sum Investment
Definition: One time investment of a significant amount in a mutual fund.
Systematic Investment Plan (SIP)
Definition: Regular, fixed investments in mutual funds (e.g., monthly or quarterly)
| Aspect | Lump Sum | SIP |
|---|---|---|
|
Investment Frequency |
One-time |
Regular (Monthly/Quaterly) |
|
Risk Level |
Higher (market timing risk) |
Lower (Spread risk over time) |
|
Ideal For |
Surplus Funds & long term investors |
Those with fixed monthly income |
|
Return Potential |
Higher (if invested at the right time) |
Steady growth through compounding |
|
Flexibility |
Less flexible |
High flexibility (can stop/after SIP) |
Which One to Choose?
Lump Sum: Suitable for those who can invest a large amount and time the market effectively.
- SIP: Ideal for long-term investors seeking disciplined, gradual wealth accumulation with lower risk.
Open Demat Account
TecWealth has partnered with Religare Broking to bring you a seamless demat & trading experience all in one integrated platform.