Welcome To Astute Financial Services

It has been a pleasant and fruitful experience to invest through Astute Financial Services. My portfolio has been doing well as the selection of funds has been uniqe with adequate risk reward ratio. Commodore is a retired veteran who has immense expertise, is patient, and pays personal attention. I wish AFS all the success.

Shweta Dogra, Senior Executive(Reckitt Benckiser)

The exposure to markets by AFS was an eye opener. How lucidly it explained me the relevance of saving in wealth creation, setting up financial goals and beware of life style inflation. These were apt and key to me for investing with AFS. Thanks.

Arihant Jain, Technical executive(Cognizant, Manchester (UK))

I always believed in safe investments and with my limited understanding of equity, debt and bonds; I always assumed that such investments were not for me but for people with a huge risk appetite. The personal relationship built by the AFS team and how they educated me about mutual funds completely changed my stance. Now I am a confident and proud investor in Mutual funds through my trusted partner AFS.

Anuradha Wazir, Additional Divisional Commisioner (Jammu, J&K)

Mein AFS ka phela investor hoon. Mein poori vishwastha sey kehe sakta hoon ki mujhe AFS ney jo financial khowab diya hei behe nishint poor hooga. Mera portfolio mujhe pata hai conservative hey aur risk madhyanter. Mein sir ko 10 Sal sei, Jab mein 11 Sal kaa tha tub sei janta hoon aur mujhe koi shak nahin ki inse bharosemand advisor milna mushkil hei.

Arun Kumar, Auto -Spareparts dealer

Now that quite a few young investors have joined my push to invest in mutual funds specially through SIP routes, it is imperative they understand the importance of investment by goal settings. No sooner have they invested, they either redeem as soon as they need money or their general concern is when to redeem. They treat investment instruments like trading. It is therefore essential to understand goal based investing.

Goal-based investing is crucial in mutual fund investments as it provides a clear direction and purpose to your investments. By setting specific financial goals, you can

Determine the required investment amount and time horizon
Choose the right investment products, such as mutual funds, that align with your goals and risk tolerance
Create a diversified portfolio to manage risk
Stay focused and disciplined throughout the investment journey

Industry experts emphasize the importance of aligning investment horizons with the characteristics of different asset classes. For example:

Equity investments require a long-term perspective, while debt investments can be approached with a shorter timeframe
Growth funds are suitable for long-term goals, such as retirement or wealth creation
Income funds are ideal for generating regular returns, while liquid funds are suitable for short-term liquidity needs

Some key benefits of goal-based investing in mutual funds include

Clarity of purpose and focus
Better risk management through diversification
Potential for long-term wealth creation
Tax benefits, such as those offered by Equity Linked Savings Schemes (ELSS)
Flexibility and liquidity, allowing you to adjust your investments as needed

By setting clear financial goals and investing in mutual funds that align with those goals, you can create a structured investment plan that helps you achieve your financial objectives.

ALWAYS SET GOALS TO ENSURE DISCIPLINED INVESTMENT AND STRICT TO PLAN. TOP UP YOUR SIPs every year as you get increments.

Fund Performance

Goal-based investing is crucial in mutual fund investments as it provides a clear direction and purpose to your investments. By setting specific financial goals, you can

Industry experts emphasize the importance of aligning investment horizons with the characteristics of different asset classes. For example:

Some key benefits of goal-based investing in mutual funds include

HAPPY INVESTING.