A mutual fund is a Professionally Managed Investment Fund that pools money from investors and invests the money in securities such as stocks, bonds, and short-term debt. Mutual fund invests funds in accordance with objectives as disclosed in offer document.
At Ambara Wealth Management our team of Research Analysts in tandem with Relationship Managers not only guides you with the most apt solutions but also back it up with our hard-learned expertise, knowledge and in-depth research.
We consistently help you formulate your own unique strategy for equities by enabling you to gain from the right perspective
Financial planning is long term process of wisely managing ones finances so one can achieve his financial goals. . Financial planning starts with a review of ones overall financial profile, and not at investing
Before rushing to build an investment portfolio, one needs to assess his/her financial health. It focuses on goal based planning.
Ambara Wealth Investment Advisory services offers you customized advisory services according to your risk profile and investment objectives and receive regular updates on your portfolio.
Ambara Wealth Equity Advisory is a Mid to Long term Equity market investor oriented service which believes in disciplined investment approach. Ambara Wealth Equity Advisory is non-discretionary in nature- thus keeping you in complete control of your stocks & money while you seek professional advice.
Ambara Wealth Equity Advisory helps every investor in a unique proposition comprising of focused research, risk profiling, equity investment style, number of stocks in portfolio, relative weightage among stocks & sectors, time of entry & impact of volatility.
Fixed Income securities is a debt instrument issued by a government, corporation or other entity to finance and expand their operations. Fixed-income securities provide investors a return in the form of periodic payments (except few based on product features) and eventual return of principal at maturity. The purchase of a bond, debenture, Treasury bill, mortgage or any other fixed-income product represents a loan by the investor to the issuer. Fixed Income securities are one of the most innovative and dynamic instruments evolved in the financial system. Based as they are on the concept of interest and time-value of money, Fixed Income securities personify the essence of innovation and transformation, which have fueled the explosive growth of the financial markets over the past few centuries.
Fixed Income securities offer one of the attractive investment opportunities with regard to safety of money invested, adequate liquidity, and flexibility in structuring a portfolio, easier monitoring, long term reliability and reasonable certainty of returns from investment made. They are an essential component of any portfolio of financial and real assets, whether in the form of pure interest-bearing bonds, varied type of debt instruments or asset-backed mortgages and securitized instruments.
Now-a-days, Insurance is not only considered as a risk protection tool but also investment cum savings solutions. Insurance companies provide varied products catering to retirement planning and other wealth creation schemes e.g. regular fixed pension after retirement, childrens education, childrens marriage, foreign tour etc.
For instance, an individual can invest regularly to accumulate a huge sum for buyings his house and at the same time provide the same amount through a life cover in case of an unfortunate event before the maturity.
Based on your age and financial objectives, our dedicated professional will recommend best available insurance products.
We firmly believe that An individual with an intention and an ability to pay back should not be denied access to credit. It is this principle that drives our Personal Loans product where we try and finance individuals who are normally denied access to unsecured credit by traditional banking channels.