A mutual fund is a company that pools money from many investors and invests the money in securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio. At IVM Consultancy we short list combination of right funds for you to achieve your Financial Goal. Entire portfolio is set up with Goal Based Financial Planning and review and restructuring & rebalancing is carried out in timely manner.
Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. IVM Consultancy helps with right selection of various available PMS platforms with years of Experience.
We help you setting up trading account and also help with choosing right assets and deals in stocks, Currency , Commodity trading and as well long term investments.
Private equity is a pure HNI platform wherein investments are generally made in unlisted companies. Substantial gains can be made after listing of company & as well in buy back by promoters in few cases.
A pension fund, also known as a superannuation fund in some countries, is any plan, fund, or scheme which provides retirement income. Pension funds typically have large amounts of money to invest and are the major investors in listed and private companies. At IVM we use different plans & diversified asset classes to garner sufficient portfolio by the time individual retires so that he can get sufficient monthly pension.