Mutual fund


Mutual Funds 

A mutual fund is a system that collects money from many investors. This money is invested in various assets such as stocks and debt funds. It is important to make the right investments to achieve your financial goals. Mutual funds recommendations increase your profit and are a great way to help you achieve your financial goals. In addition, there are various mutual funds. Therefore, you should research them and choose the one that suits your risk appetite and investment goals.

Are you looking to have better investment options to get high returns? It is the perfect option for you to invest every rupee with a certain financial goal to maximize your returns.

You have different investment options such as bonds, government securities, equities, mutual funds, real estate, gold, and other options are available. Fixed income securities are of low risk but deliver low returns. On the other hand, real estate requires a large investible surplus while gold is highly volatile. In the same way, equities have the potential to deliver inflation-beating returns but are very risky.

All the limitations are carried over by mutual funds. Many assets management companies (AMCs) offer various types of schemes such as equity, debt, and balanced plans. Every scheme invests in different asset classes helps to maximize the returns.

List of Benefits for Personalized Fund Recommendations

Invest Goal Bases- To maximize the profit on investment it is better to invest based on certain goals. In day-to-day life, your goals change and may include things like buying a home, starting a family, new job, educations, functions, and retirements. There are various types of goals including short, medium, and long-term. The personal financial planning tools offer customized recommendation which helps to evaluate your financial goals at different points of time.

Follow Reviews and Recommendations

The complete procedure of evaluation and analytical reports are automated using scientific techniques. This helps to eliminate all human intervention and bias to provide the best investment recommendations. We wish the team of skilled personnel has developed our investment engine that offers customized recommendations right on your smartphone.

Easy and Stress-free investment

If you make all your investment in a single location, it is easier to monitor and track the portfolio. The use of technical tools like ARQ not only helpful in providing customized recommendations that match your needs but also offers a regular update on the performance of investments. It also offers paperless and quick transactions.

You will have Multiple Options

You may not expertise nor have experience to analyze and evaluate multiple investment options. While choosing a reliable investment Engine, the tool does all the work for you. You will directly get notification of investment recommendations on your phone. Adding to it, you may invest either as a lump sum or through a SIP, based on your financial situation.


Without customized recommendations, there is always a high risk of portfolio concentration. This situation may come because you are well versed in certain industries or a few macroeconomic factors. If you have limited information, it is reflected in your investment portfolio. This is very risky which results in portfolio concentration. Any negative event may result in huge losses or even erosion of your principal investment. Although customized recommendations are not limited to sector, theme, or industry-specific investment options. This helps you to diversify the investment portfolio and minimize the risk level.


Investment for one time is not enough to meet your complete financial goals. Macroeconomic factors and other events affect different types of investments. Therefore, you need to review and monitor constantly the performance of the portfolio. The tool like ARQ review and monitor the market-related factors and also offers recommendations to modify the portfolio whenever it is needed. Get to know cutting-edge ARQ investment engine technology and start receiving customized recommendations with expert advisors.

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The Share Market A Guide to Trading (2)

The Share Market: A Guide to Trading – Gill Broking

It is, therefore, important to learn both the pros and cons of intraday trading to get a better idea of how this market works and how exactly you can grow your money. In this post, we will walk you through a few advantages and disadvantages of intraday trading. So, keep reading to learn more.

• Beware of fixed/guaranteed/regular returns/ capital protection schemes. Brokers or their authorized persons or any of their associates are not authorized to offer fixed/guaranteed/regular returns/ capital protection on your investment or authorized to enter into any loan agreement with you to pay interest on the funds offered by you. Please note that in case of default of a member claim for funds or securities given to the broker under any arrangement/ agreement of indicative return will not be accepted by the relevant Committee of the Exchange as per the approved norms.
• Ensure that pay-out of funds/securities is received in your account within 1 working day from the date of pay-out.
• Be careful while executing the PoA (Power of Attorney) – specify all the rights that the stock broker can exercise and timeframe for which PoA is valid. It may be noted that PoA is not a mandatory requirement as per SEBI / Exchanges.
• Register for online applications viz Speed-e and Easiest provided by Depositories for online delivery of securities as an alternative to PoA.

• Do not keep funds idle with the Stock Broker. Please note that your stock broker has to return the credit balance lying with them, within three working days in case you have not done any transaction within last 30 calendar days. Please note that in case of default of a Member, claim for funds and securities, without any transaction on the exchange will not be accepted by the relevant Committee of the Exchange as per the approved norms.

• Check the frequency of accounts settlement opted for. If you have opted for running account, please ensure that your broker settles your account and, in any case, not later than once in 90 days (or 30 days if you have opted for 30 days settlement). In case of declaration of trading member as defaulter, the claims of clients against such defaulter member would be subject to norms for eligibility of claims for compensation from IPF to the clients of the defaulter member. These norms are available on Exchange website at following link: NSE, MCX

• Brokers are not permitted to accept transfer of securities as margin. Securities offered as margin/ collateral MUST remain in the account of the client and can be pledged to the broker only by way of ‘margin pledge’, created in the Depository system. Clients are not permitted to place any securities with the broker or associate of the broker or authorized person of the broker for any reason. Broker can take securities belonging to clients only for settlement of securities sold by the client.

• Always keep your contact details viz. Mobile number/Email ID updated with the stock broker. Email and mobile number is mandatory and you must provide the same to your broker for updation in Exchange records. You must immediately take up the matter with Stock Broker/Exchange if you are not receiving the messages from Exchange/Depositories regularly.

• Don’t ignore any emails/SMSs received from the Exchange for trades done by you. Verify the same with the Contract notes/Statement of accounts received from your broker and report discrepancy, if any, to your broker in writing immediately and if the Stock Broker does not respond, please take this up with the Exchange/Depositories forthwith.

• Check messages sent by Exchanges on a weekly basis regarding funds and securities balances reported by the trading member, compare it with the weekly statement of account sent by broker and immediately raise a concern to the exchange if you notice a discrepancy.

• Please do not transfer funds, for the purposes of trading to anyone, including an authorized person or an associate of the broker, other than a SEBI registered Stock broker.

• Do not deal with unregistered intermediaries (who are not registered with SEBI/Exchanges).

Names and contact details of all Key Managerial Personnel including Compliance Officer

Sr. No.Name of the IndividualDesignationContact NumbersEmail Id
1 Charanpreet GillCEO/
2 Charanpreet GillWhole Time
3 Charanpreet GillCompliance
4Manpriya GillDesignated
5Kewal GillDesignated

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