Why WealthMan?

Our firm, BeHNI Finmart LLP, operates under the platform name WealthMan and is an AMFI-registered Mutual Fund Distributor.

At WealthMan, we utilize both quantitative and qualitative research to create a carefully curated whitelist of mutual funds. Based on our understanding of your financial goals and risk profile, we construct a balanced portfolio with the right asset allocation. Additionally, we provide regular and timely reviews to ensure your portfolio stays aligned with market conditions and your objectives, all while optimizing for tax efficiency. Our stringent research process selects only funds with at least a 5-year track record, and we typically avoid recommending NFOs or thematic funds unless for tactical reasons.

Our back-office team ensures your KYC and FATCA compliance and assists with updating essential details such as changes in bank accounts, nominees, signatures, and more, providing you with peace of mind. We’ve received positive feedback from our investors on our Android and iOS apps, which offer seamless access to track portfolios.

Why Mutual Funds?

Mutual funds offer a highly liquid, diversified, and professionally managed investment option that caters to a wide range of financial goals and risk appetites. By pooling money from multiple investors, mutual funds provide access to a variety of assets—such as stocks, bonds, and other securities—that might be difficult to attain individually. This diversification helps mitigate risk, while the expertise of fund managers ensures that investments are aligned with market opportunities and trends.

Whether you're saving for retirement, education, or simply growing your wealth, mutual funds are an efficient and accessible way to build a balanced portfolio tailored to your unique needs. Here are the primary asset classes in which you can invest through mutual funds in India:

  • Equity Funds: Primarily invest in stocks of companies across different sectors.
  • Debt Funds: Invest in fixed-income instruments like bonds, government securities, and debentures.
  • Hybrid Funds: Offer a mix of equity and debt, balancing growth potential with stability.
  • Gold and Silver Funds: Invest in Gold and Silver, offering a better alternative to physical gold.
  • Sectoral/Thematic Funds: Focus on specific sectors such as technology, healthcare, or infrastructure.
  • International Funds: Provide exposure to global markets by investing in foreign assets.

 

To start your investing journey, drop us an email at: hello@wealthman.in