Mutual Fund Investment Services
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Goal-Based Mutual Fund Solutions for Long-Term Wealth Creation
At RupeeVyze, we believe mutual funds are one of the most powerful tools to create disciplined, long-term wealth. Our mutual fund advisory services are designed to help individuals and families achieve important life goals—while managing risk and adapting to changing market conditions.
We follow a goal-first, investor-centric approach, aligning every investment to your time horizon, income stability, and risk appetite.
What we offer :
Our Mutual Fund Offerings
01
Systematic Investment Plan (SIP)
Build wealth steadily by investing small amounts at regular intervals. SIPs help average market volatility and create disciplined investing habits.
02
Systematic Withdrawal Plan (SWP)
Generate regular income from your existing investments while allowing the remaining corpus to continue growing.
03
Systematic Transfer Plan (STP)
Gradually shift funds from low-risk instruments to equity-based funds for optimized returns.
04
Goal-Based Planning
Children’s Education & Marriage Planning , Retirement & Pension Planning , Dream Home or Car Purchase , Wealth Accumulation & Capital Growth , Fixed Income & Conservative Portfolios
general question
Frequently Asked Question
RupeeVyze provides a complete financial ecosystem including mutual funds, equity and commodity broking, PMS, AIFs, bonds, fixed deposits, insurance, loans, and real estate solutions.
Our services are suitable for beginners, salaried individuals, self-employed professionals, business owners, and high-net-worth individuals across all age groups.
Minimum investment amounts vary by product. Mutual funds can start with small SIPs, while PMS and AIFs usually require higher capital commitments.
We follow a goal-based advisory approach. Recommendations are made after understanding your financial goals, risk profile, investment horizon, and income stability.
Yes. We specialize in simplifying finance. Our advisors guide beginners step-by-step to help them invest confidently and make informed decisions.
All investments are subject to market risks. However, we prioritize transparency, diversification, and regulated instruments to help manage and reduce risk effectively.
Yes. We offer personalized financial guidance aligned to individual goals, risk appetite, and long-term wealth objectives.