Optimizing Your Mutual Fund Portfolio for Maximum Returns

Are you looking to improve your investment portfolio and achieve optimal returns? At Swaraj Finpro Pvt. Ltd., our dedicated team of investment experts can help manage and maintain your mutual fund portfolio to meet your financial goals. With over 20 years of experience and a client base of more than 5000, we ensure transparency, reliability, and excellent returns. Let's explore how our services can benefit you.

Why Choose Swaraj Finpro for Your Mutual Fund Portfolio?

As a fast-growing Mutual Fund distributor, Swaraj Finpro has an impressive track record. Our comprehensive services include online investment solutions, dedicated relationship managers, and latest technology such as our own mobile app. Here’s why choosing us is a wise decision:

Experienced and Regulated

We provide 100% online investment services and ensure that all our investment products are approved by the Government of India, regulated by SEBI, RBI, and IRDAI. Our services are transparent and reliable, making us the go-to choice for investors.

Expert-Maintained Portfolio

Every client at Swaraj Finpro is assigned a dedicated relationship manager, who not only suggests the best funds but also regularly monitors and maintains your portfolio. Our goal is to maximize your returns over the long term.

Latest Technology and Mobile App

We have developed our own mobile app through which you can manage your investments, access real-time updates, and receive personalized advice. Our latest technology ensures that you stay connected and informed at all times.

Your Path to Optimization: A Case Study

Let's take a closer look at an investor's journey. Our service began in 2015 when an investor started with an initial investment of Rs 2000 per month in an Equity Linked Savings Scheme (ELSS) fund. Over time, they diversified their portfolio by adding more funds, including:

SBI Small Cap Direct Growth Axis Mid Cap Direct Growth Quant Small Cap Direct Growth Quant Flexi Cap Direct Growth Axis Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth PGIM India Mid Cap Direct Growth Bandhan Nifty 50 Index Fund Direct Growth Nippon India SP BSE Sensex Fund Direct Growth

This long-term investment approach has yielded impressive results. As of today, in July 2024, the investor’s portfolio stands at Rs 43 lacs, with Rs 20 lacs in profit, representing a healthy XIRR (Internal Rate of Return) of approximately 23%. The success of this portfolio showcases the power of consistent investment and diversification.

Periodic Updates and Performance Analysis

To keep track of your portfolio's performance, we provide regular updates. For instance:

October 2024: There has been a significant jump in returns compared to the previous year, with an XIRR of 28%. October 2023: We emphasize the importance of compounding returns with a detailed analysis, highlighting the difference between SIP (Systematic Investment Plan) and lump sum investments in a 20% annual return scenario. October 2022: We noted that the Nifty index experienced a slight decline, but the portfolio itself showed no growth due to market conditions. October 2021: This update marks the performance review at the beginning of the investment journey, with a focus on the initial investments and their growth over time.

These periodic updates help you gauge the performance of your portfolio and make informed decisions for the future. Our goal is to help you navigate the complex world of mutual funds and achieve your financial aspirations.

Get Started Today

If you are looking to optimize your investment portfolio and achieve satisfactory returns, consider getting in touch with Swaraj Finpro. Our team of experts will guide you through the process, ensuring that your portfolio is well-managed and fulfills your long-term financial goals.

For more details, visit our website or give us a call to discuss your investment needs.