How We Can Help you
Why You Need Us
Leading Edge is an AMFI registered mutual funds distributor is very focused on creating wealth for you and helping you achieving financial goals through your life journey by creating an investment mix of various types of mutual funds.
What We Are Expert At
Types of Mutual Funds
Equity Funds
These are funds that invest in equity stocks/shares of companies. These are considered high-risk funds but also tend to provide high returns.
Debt Funds
: These are funds that invest in debt instruments e.g. company debentures, government bonds and other fixed income assets.
Money Market Funds
These are funds that invest in liquid instruments e.g. T-Bills, CPs etc.
Balanced or Hybrid Funds
These are funds that invest in a mix of asset classes. In some cases, the proportion of equity is higher than debt while in others it is the other way round.
Growth funds
Under these schemes, money is invested primarily in equity stocks with the purpose of providing capital appreciation.
Income funds
Under these schemes, money is invested primarily in fixed-income instruments e.g. bonds, debentures etc.
Tax-Saving Funds (ELSS)
These are funds that invest primarily in equity shares. Investments made in these funds qualify for deductions under the Income Tax Act.
What We Do?
Giving knowledge to the investor
Based on the financial goals, the first responsibility of a mutual funds’ distributor is to frame a financial planning chart for the clients. Along with also understand the risk profile of the client. After the formation of the plan and risk profile to explain and educate the client how to achieve the goals, this includes observing investment options. Hence, you can quickly decide how each can help or hinder the client’s financial goals.
Reviewing Investment options
Once the client’s goals and objectives are in place, Leading Edge suggest equity mutual funds, debt funds, hybrid funds or asset allocation funds. They also stay up to date with the latest financial news and biases to assure they give suitable guidance. Diversification is essential since it acts a major role in reaching the entire risk over a large investment range. A lot of research goes into following the best investment choices over sectors and markets. Accordingly, the mutual fund advisor plays a vital role in optimizing portfolio and reduce risks.
Keeping Records
One major aspect of a mutual funds’ distributor is to manage the financial details of the client. Therefore, Leading Edge keeps the records of services they give – statement of investments, features of services offered and any other transactions. This documentation is necessary during the audit of the firm by administrative bodies.
