Mutual Funds

Make the best of your invested mutual funds with Precise Goal

What are mutual funds?

Mutual funds are one of the most helpful investment options for people of almost all ages. However, there are 40+ AMCs providing 2500+ schemes and it requires an in-depth knowledge of the field to find out the right set of schemes to build a good portfolio that generates better alpha returns against your investment in mutual funds. The good thing about them is that you are not on your own. You have experienced persons and/or platforms to help you to invest your funds in the right place. Precise Goal is one such platform to help you achieve your desired goals.

Why to choose Precise Goal?

You may find numerous reasons to choose Precise Goal over other mutual fund distributors; here are a few of them:

Unbiased and transparent

A good and successful business always strives for transparency. We believe in it from the bottom of our hearts. Therefore, you shall never find any hidden factors in any of our policies. With the same transparency and unbiased nature of our business, we strive for excellence in all aspects.

Need-specific portfolios

There is a wide variety of mutual funds. Therefore, you need to be specific when you invest in them, which may require research. Precise Goal sticks to its name and gives you precisely what you aim at achieving.

Tax-minimising investments

Knowing the best practices for tax returns can help you save many funds. It is one aim with which we began our endeavor of Precise Goal. Investing in mutual funds can help you with the said purpose.

How does Precise Goal help you to progress towards your goals?

We understand that mutual funds are multifaceted entities. What works for one person may not work for you which is why we have come up with different portfolios to help you. Therefore, you have the power to decide how your funds function – the risks, the returns, it is all under your control!

Our smart Portfolio

At Precise Goal, we assist you in selecting the right set of the portfolios according to your risk appetite. Take a look at our mutual fund portfolios

Fixed-Income portfolio 

A fixed-income investment strategy aims at yielding returns from low-risk securities with a fixed coupon rate. A fixed income portfolio generally comprises Certificates of Deposits (CDs), Corporate-issued bonds, Treasury bills, Government-issued bonds, etc. These are typically low-risk securities with ascertained coupon rates. Besides, a Fixed-income portfolio carries the least risk against credit risk and interest rate fluctuations. It has better taxation benefits compared to fixed deposits. Therefore, this scheme can help if you are looking for the following features,

• Low-risk investment 

• No lock-in period 

• Holding  period of investment less than two years 

• Tax saving product compared to fixed deposits Instruments.

Goal-oriented Portfolio 

A goal-oriented investment relies on your strategy to achieve your future financial goals without risk. It can be a short-term or long-term goal and can have varying durations. At Precise Goal, we help you select ideal goal-oriented investment solutions for achieving your financial expectations. With our assistance, you can choose various mutual funds with different investment objectives to reach your monetary goals.

Our portfolio has a result-oriented fund selection process based upon our brilliant in-house research model. Here is how it works:

• We help you make a disciplined investment through monthly SIPs and periodic portfolio rebalances. 

• Our goal-based investment plan helps you limit the debt usage you would have used for property purchase, buying a vehicle, children’s education and marriage, etc. 

• Moreover, our goal-based investing solutions help you attain financial security and increase your savings by reducing non-discretionary spending.

Blockbuster portfolio

High-risk mutual funds are funds that have outstanding potential to provide high returns. However, these high-risk investments are volatile and come with considerable risks. Therefore, at Precise Goal, we help clients select Sectors funds based upon our excellent research model and relevant back-tested data. Here are some unique features of this high-risk portfolio mentioned below.

• Portfolio consists of Sectors and thematic funds.

• Maximum three sectors are recommended within Index Nifty50.

• Sector Rebalancing relies on valuation at the beginning of financial years.

• High risk – Recommended holding period is five years and above.

• Objective of generating higher alpha beating Index returns.

We at Precise Goal focus on balancing risks with returns. We recommend the above portfolios to investors based on their risk appetite. This helps to get a good set of smart portfolios and protect from market fluctuations.