Rockstar Fund Pick
We geek out on funds, so you don’t have to. Our pros pick the best ones that match your vibe and financial groove.
Mutual Fund Portfolio
Explore the world of mutual funds that can help you achieve financial goals and create wealth.
What are Mutual Funds?
Mutual Funds pool or collect money from a large number of investors. This money is invested in securities like equity, debt, and commodities by the professional fund manager(s) and their team.
Hey there! Ready to level up your investments? We're Investgenie, and we're not your average fund distributors – we're your money buddies! Here's why you'll love teaming up with us:
Rockstar Fund Picks
We geek out on funds, so you don’t have to. Our pros pick the best ones that match your vibe and financial groove.
Your Money, Your Rules
No cookie-cutter or standardized stuff here. We customize plans that fit you like your favorite pair of sneakers – comfortable and stylish.
Money Moves, Not Guesswork
We’ve got our eyes on the prize. Constantly tweaking and tuning your portfolio to make sure your money’s making the right moves.
Rockstar Fund Pick
Money Wisdom, No Boring Stuff
We're not just number crunchers; we're your financial storytellers. Learn the money game with us, and let's create your success story together.
Aligned Incentives
Our fees are directly tied to your portfolio's performance. When your portfolio grows more, we earn more. It's that simple. Fees range from 0-1% per annum, depending on the type of mutual fund chosen.
Your Money, Your Rules
No cookie-cutter or standardized stuff here. We customize plans that fit you like your favorite pair of sneakers – comfortable and stylish.
Balancing Act
We shake things up when needed. Regular portfolio rebalancing to keep things in heck and reap maximum benefits of market volatility.
No Secrets, Just Facts
We spill the financial tea. Get the deets on what's happening in the market, how your funds are slaying', and any changes we make.
Money Moves, Not Guesswork
We've got our eyes on the prize. Constantly tweaking and tuning your portfolio to make sure your money's making the right moves.
Annual Checkup
Performance analysis against benchmarks every year to make sure your money is flexing its muscles and you are not lagging behind..
Monthly Money Talks
You won't miss a beat. Monthly reports on how your portfolio is performing – straight to your inbox.
No Secrets, Just Facts
Building trust is at the heart of what we do. We prioritize transparency, integrity, and a client-centric approach to establish a solid foundation for our client relationships. Trust is paramount when it comes to navigating the intricate landscape of financial decisions.
Money Wisdom, No Boring Stuff
We’re not just number crunchers; we’re your financial storytellers. Learn the money game with us, and let’s create your success story together.
Balancing Act
We shake things up when needed. Regular portfolio rebalancing to keep things in heck and reap maximum benefits of market volatility.
Annual Checkup
Performance analysis against benchmarks every year to make sure your money is flexing its muscles and you are not lagging behind.
Monthly Money Talks
You won’t miss a beat. Monthly reports on how your portfolio is performing – straight to your inbox.
Aligned Incentives
Our fees are directly tied to your portfolio’s performance. When your portfolio grows more, we earn more. It’s that simple. Fees range from 0-1% per annum, depending on the type of mutual fund chosen.
Balancing Act
We shake things up when needed. Regular portfolio rebalancing to keep things in heck and reap maximum benefits of market volatility.
Aligned Incentives
Our fees are directly tied to your portfolio’s performance. When your portfolio grows more, we earn more. It’s that simple. Fees range from 0-1% per annum, depending on the type of mutual fund chosen.
Aligned Incentives
Our fees are directly tied to your portfolio’s performance. When your portfolio grows more, we earn more. It’s that simple. Fees range from 0-1% per annum, depending on the type of mutual fund chosen.
Money Moves, Not Guesswork
We’ve got our eyes on the prize. Constantly tweaking and tuning your portfolio to make sure your money’s making the right moves.
Aligned Incentives
Our fees are directly tied to your portfolio’s performance. When your portfolio grows more, we earn more. It’s that simple. Fees range from 0-1% per annum, depending on the type of mutual fund chosen.