Safe Assets is actively involved in the selling of Mutual Fund products and plans to enter the insurance sector as and when it opens up. We have different investment products for different risk profiles and different maturity periods. Also we keep updating our investors with the prevailing market conditions, the values of their investments and the optimum investments solutions viz a viz. customer's investment horizon and risk profile.
"Mutual Funds" though anew concept for most is one of the finest solutions for short-term as well as long-term investments. There are various kinds of funds as per suitability of the investor.
An investor can invest in any of the above mentioned funds. The Assets Management Companies offer various options such as SIP (Systematic Investment Plan), SWP (Systematic Withdrawal Plan), Monthly / Quaeterly Income Plans etc to suit small investors besides the regular investments.
Tax Benefits : All Dividends declared by the mutual funds are tax-free in the hands of the investor (for openended schemes wherein the investment in equities is atleast 51% of the total investible portfolio) Mutual funs gains, if the investment for a period of more than one year is taxed @ 10% plus the surcharge.
Safe Assets sells mutual fund products of most leading Asset Management companies like Prudential ICIC, Birla, Kotak Mahindra, Zurich, Alliance, Sun f & c, Templeton etc.