Mutual Fund companies are offering customized schemes to HNIs (High Net Worth Individuals). Tjhis time the Asset Management Companies are come with trigger-based schemes – UTI Mutual Fund, Birla Sun Life Mutual Fund & ICICI Pru.
Most fund houses are launching trigger-based plans that enable investors to have the best best of both equity and debt market. Trigger plan allows investors to pre set their investment objectives by letting them re-balance their investment to pre selected debt funds once their investment goals are met.
Bharti-Axa has launched a scheme that reinvests dividend from liquid or treasury funds to the fund house’s diversified equity fund termed “Liq-uity”. The fund is aimed at HNIs and treasuries of small corporate houses. Minimum Investment under this scheme is Rs.10 Lakhs.
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