Using intelligent asset allocation and portfolio optimization techniques, Finpeg Lump sum strategy offers much better returns than your plain lump sum investment in mutual funds.
Historically*, for a 5 year period on a multicap fund, this strategy has yielded an average return of 22.9% and never yielded a return lower than 14.6%. Awesome, isn't it?
Doing a one-shot investment or a fixed time-frame STP into equity mutual funds is sub optimal. Why not apply market intelligence to get the best possible entry. Finpeg does exactly that.
Unlike STPs, our algorithms have been trained to get the best possible entry for your lump sum amount. You buy funds at the lowest possible prices every time.
Using various inputs like PE ratio, PB ratio, Interest Rates, we have trained our algorithm to decide the most optimal asset allocation at any given point of time.
What about an exit strategy. What happens when you need your money back. Our rule-based exit strategy ensures that you sell at the highest possible prices.
It's our strong belief that investment advisory is a very personalised service requiring a one-on-one access to your advisor at all the time.
With us, you get exactly that! A single point of contact - your dedicated RM. Goodbye customer care execs!
Our cutting-edge research ensures that you get the best investing strategies and the best mutual funds to invest in India. Your money deserves the best and we endeavor to offer you the best!