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Mutual Funds

Our Investment Products
At Investment Junction, we provide a wide range of investment and financial solutions to help our clients grow their wealth while securing their financial future. Our product portfolio includes Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Structured Products, Fixed Income Investments, Insurance Solutions, Corporate Fixed Deposits, P2P Lending, and Loans Against Securities.


Whether you're looking for capital appreciation, passive income, insurance coverage, or liquidity solutions, we have the right product for you.

1. Mutual Funds
For diversified and professionally managed investments
Mutual funds are an excellent investment option for investors who want to grow their wealth while benefiting from professional fund management and diversification. These funds pool money from multiple investors and invest in a diversified portfolio of stocks, bonds, or other securities.

Types of Mutual Funds We Offer

  • Equity Mutual Funds – Ideal for long-term capital growth, investing primarily in stocks of companies across different market capitalizations.
  • Debt Mutual Funds – Suitable for conservative investors, focusing on bonds and fixed-income instruments for stable returns.
  • Hybrid/Balanced Funds – A mix of equity and debt investments, providing both growth and stability.
  • Tax-Saving ELSS Funds – Equity-Linked Savings Schemes (ELSS) that offer tax benefits under Section 80C while providing high return potential.
  • Index Funds & ETFs – Passive investment options that track market indices like NIFTY 50 or SENSEX, offering low-cost exposure to the market.
  • Sectoral & Thematic Funds – Invest in specific industries like technology, healthcare, or infrastructure, targeting high-growth sectors.
  • Liquid & Money Market Funds – Short-term investment options with high liquidity, ideal for parking surplus cash.
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  • Systematic Investment Plan (SIP) – Invest small amounts regularly, reducing market risk through rupee cost averaging.
  • Lump Sum Investment – Invest a one-time amount to benefit from market movements.


Our experts guide you in selecting the right mutual funds based on your financial goals, risk appetite, and investment horizon.

Portfolio Management Services (PMS)


For high-net-worth investors seeking customized investment strategies

PMS is a personalized investment management service designed for individuals with substantial capital. Our PMS offerings provide active portfolio management with a focus on long-term growth, risk management, and superior returns.
 

  • Discretionary PMS – Managed entirely by our portfolio managers.
  • Non-Discretionary PMS – Investors make the final investment decision.
  • Thematic & Sectoral PMS – Targeted investments in specific industries.

Alternative Investment Funds (AIFs)

For sophisticated investors looking for unique investment opportunities

AIFs are privately pooled investment vehicles that provide access to high-growth, non-traditional asset classes. These funds are suitable for experienced investors willing to take calculated risks for potentially higher returns.

  •  Category I AIFs – Investments in startups, SMEs, and social ventures.
  •  Category II AIFs – Private equity, real estate funds, and debt funds.
  •  Category III AIFs – Hedge funds and high-frequency trading strategies.

We help investors evaluate and choose the right AIF, considering their financial goals and risk appetite.

Structured Products

For capital protection with market-linked returns

Structured products combine fixed-income instruments and derivatives to offer customized risk-return profiles. They are ideal for investors seeking capital protection while participating in market upside.
  •  Capital-protected notes
  •  Market-linked debentures (MLDs)
  •  Fixed-return structured investments
  •  Customized investment solutions

Insurance Solutions


Protecting your financial future with Life & Health Insurance

Insurance is a crucial part of financial planning. We offer expert guidance in selecting the best Life Insurance and Health Insurance plans that provide financial security, wealth protection, and peace of mind.


Life Insurance
Ensure your family’s financial stability with comprehensive life insurance coverage.

  •  Term Insurance – High coverage at affordable premiums.
  •  Whole Life Insurance – Lifetime protection with savings benefits.
  •  ULIPs (Unit Linked Insurance Plans) – Combines investment with insurance.
  •  Endowment & Money-Back Plans – Guaranteed returns with insurance cover.

Health Insurance
Cover medical expenses and secure your health with the right policy.
  •  Individual & Family Health Plans – Covers hospitalization, medicines, and treatment costs.
  •  Critical Illness Insurance – Protection against life-threatening diseases.
  •  Senior Citizen Health Plans – Comprehensive coverage for elderly individuals.
  •  Top-Up & Super Top-Up Plans – Additional coverage over existing policies.

Our team helps you select the right insurance plan based on your needs, budget, and financial goals.

Fixed Income Investments


For stable and secure returns with low risk

  •  Government Bonds & Corporate Bonds – Reliable fixed-income options.
  •  Fixed Deposits (FDs) & Non-Convertible Debentures (NCDs) – Secure and steady returns.
  •  Debt Mutual Funds – Short-term and long-term debt instruments.
  •  Tax-Free Bonds – Ideal for tax-efficient income.

Corporate Fixed Deposits (Corporate FDs)


For higher interest rates with security

Corporate Fixed Deposits offer higher interest rates than traditional bank deposits while maintaining low risk.




Key Features of Corporate FDs

  •  Higher Returns – Better interest rates than bank FDs.
  •  Flexible Tenure – Choose between 1 to 10 years.
  •  Credit-Rated Security – Invest in highly-rated NBFCs & corporations.
  •  Periodic Payouts – Monthly, quarterly, or yearly interest options.

We help you select the best Corporate FDs with high safety ratings and attractive returns.

Peer-to-Peer (P2P) Lending


For high returns with controlled risk

P2P lending allows investors to lend money to individuals or businesses through regulated online platforms, offering higher returns than traditional fixed-income products.




Why Invest in P2P Lending?

  • Higher Returns – Typically offers 10-15% annual returns.
  • Diversified Risk – Lend small amounts to multiple borrowers.
  • Monthly Cash Flow – Regular EMI payments.
  • Regulated by RBI – Ensuring investor protection.

Loans Against Securities (LAS)

Unlock liquidity without selling your investments

Loans against securities allow investors to borrow money by pledging their shares, mutual funds, or bonds as collateral.
 Key Benefits of LAS
 Immediate Liquidity – Quick access to funds.
 Low-Interest Rates – Lower than personal loans.
 Flexible Repayment – Repay anytime without penalties.

 Get in Touch Today!

Ready to secure your wealth and financial future? Contact Investment Junction for a free consultation and let’s build a strong financial foundation together!