Mutual Funds spectrum of options
discipline and focus on the long term
01
Equity Funds
These funds invest in stocks across market capitalizations, including large-cap, mid-cap, small-cap, flexi-cap, and multi-cap. They offer high return potential but come with higher short-term risk. Equity-Linked Saving Scheme (ELSS) funds also provide tax benefits under Section 80C of the Income Tax Act.
02
Debt Funds
These funds invest in fixed-income instruments like government bonds, corporate bonds, and money market instruments. They offer relatively stable returns and lower risk compared to equity funds.
03
Hybrid Funds
This category invests in both, equity and debt assets, providing a range of risk-return profiles and asset allocation strategies.
04
Sectoral or Thematic Funds
These funds concentrate on a specific industry sector, like healthcare, technology, or infrastructure or a theme like ESG.
Why Us
We’re good with numbers
Goals
Create clear, appropriate investment goals.
Balance
Keep a balanced and diversified mix of investments.
Cost
Minimize costs.
Discipline
Maintain perspective and long-term discipline.
About Us
PD Wealth is trusted by tens of thousands of investors who share a common goal: to secure and grow their assets over time. We are committed stewards, dedicated to transparent and disciplined practices that deliver enduring investment returns.
Investing doesn't have to be overwhelming. Success lies in strategic control. At PD Wealth, we simplify investing by focusing on what you can manage, building a mindful strategy to cut through the noise and achieve your goals.
Testimonials
What our clients say
If you're looking for an investment consultant who prioritizes low costs, transparency, and long-term wealth building, look no further than PD Wealth. Their advice is invaluable!
Priya Agarwal
I've been working with PD Wealth for some time now, and I'm consistently impressed by their commitment to my long-term financial success. They've helped me develop a personalized investment strategy that aligns with my goals and risk tolerance.
Prateek Agarwal
I was initially hesitant about investing, but Vishnu Agarwal made the process incredibly easy and transparent. What impressed me most was their focus on low-cost investment options, which has significantly reduced my expenses. They've helped me build a solid long-term wealth strategy, and I'm already seeing positive results. I highly recommend PD Wealth.
Ayush Modi
Our Network
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PD Wealth
AMFI registered Mutual Fund Distributor (ARN Vishnu Agarwal: 317914)
Attention Investors:
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"KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."
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Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.
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Mutual Fund investments are subject to market risk, read all scheme related documents carefully.
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As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.