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NAVI MUMBAI
MoneyGoals.MF

We're in business of creating wealth and complete investment solutions for our clients.

Our mission is to transform the lives of people ensuring their financial well-being. Our Horizon

* Mutual Funds
* Equity & ETF
* Bonds & FD
* NPS
* Loan against MF

23/08/2022

👏👏⏳Amazing words by *Prashant Jain* who retired as the most celebrated fund Manager of HDFC.

He has been among the longest-serving fund managers, holding about 28 years of experience in the mutual fund industry.

*Hard-core professionals create massive wealth!!!*

My 32 years of learning in stock investing say-

- Rising Inflation; Stay invested.

- Rising Interest rates; Stay invested.

- Falling growth rates; Stay invested.

- Falling market; Stay invested.

- Feel fearful; Stay invested.

- Don't need money; Stay invested.

- Economists are predicting gloom; Stay invested.

- Stay invested; because no company has closed its shutters fearing slowdown, why should you sell your ownership.

- Stay invested because if you have the right stock, the company's management will find ways for growth.

- Stay invested because it has never happened that the markets fell and never bounced back.

- Stay invested because stocks have delivered far superior returns in the long term than any other competing asset.

- Stay invested because you will have to learn to pass through this stock declining phase, if not this time, then next time. Better this time, your wealth creation process will be delayed by one cycle.

18/02/2022

The SBI Multicap Fund invests across a wide range of stocks - from young businesses to established industry leaders and everything else in between aiming to capture investment opportunities across businesses at different stages of their lifecycles.

DM/WhatsApp/Call on 9664155638 to know more about SBI Multicap Fund 👆

12/02/2022

SBI Multi Cap Fund NFO starting from 14th Feb...

Multi Opportunities in Single Fund, 2 Days to go.. To know more, Call your Financial Distributor today on 9664155638 or click on http://p.njw.bz/14628

09/02/2022

A GOAL 🎯 without a PLAN📝 is just a DREAM 😴...

Plan your financial Goals and Start SIP today...

07/02/2022

Hurry Up🏃🏼‍♀️! Opportunity to Invest in Best Global Companies like Apple, Google, Microsoft, Amazon, Facebook & Netflix ends tomorrow.

Start your SIP now.

To know more Contact/WhatsApp on 9664155638.

05/02/2022

Zamana Badal raha hai! Zaroorat hai hame apne investment ke purane tareeke badalne ki!

"Saving account ki purani aadat badlo aur LIQUID fund ki nayi aadat apnao!"

"Fixed deposit ki purani aadat badlo aur Debt fund/FMP ki nayi aadat apnao!"

"PPF ki purani aadat badlo aur ELSS ki nayi Aadat apnao!"

"Recurring Deposit ki purani aadat badlo aur SIP ki nayi aadat apnao!"

"Gold Coin ya biscuits khareedne ki purani aadat badlo, aur Gold Funds ki nayi aadat apnao!"

"Real estate mein invest karne ki purani aadat badlo aur SWP ki nayi aadat apnao!"

Kyuki Nayi aadate laye hai naye fayde....

🟢 Disciplined Investment
🟢 Light on Wallet
🟢 Rupee cost averaging in SIP
🟢 Power of Compounding
🟢 Tax-Friendly
🟢 Easy Liquidity

Mutual funds are subject to market risk, read all scheme related
documents carefully or contact your legal mutual fund advisor today- Call/DM on 9664155638

03/02/2022

Save your hard earned money by investing in ELSS funds and build your wealth...

To know more about ELSS, Contact your mutual fund distributor now- 9664155648.

02/02/2022

Start investing in Equity Mutual Fund through SIP - Systematic Investment Plan

Creating wealth does not require a lump sum investment anymore. It requires discipline, persistence and grit to remain invested.

A systematic Investment Plan (SIP) is a method of investing a fixed amount periodically, to create wealth in spite of market volatility.

💡 Benefits of SIP:

🟢 Makes you a disciplined investor - Amount set aside helps inculcate 'Save First, Spend the rest'

🟢 Power of Compounding – The longer you stay invested, the better returns you get

🟢 No need to 'Time the Market' - No need to spend time tracking & analyze markets

🟢 Rupee Cost averaging - Take advantage of market volatility by purchasing more units when the market goes down. Thus, averaging out the cost of buying

🟢 Goal-Based Investment- SIP can help meet future financial goals by saving small amounts regularly.

👉 Mutual fund investments are subject to market risk, read all scheme related documents carefully before investing or contact your legal mutual fund distributor today- Call or Whatsapp on 9664155638.

22/01/2022

🤔What is a MUTUAL FUND❓

A Mutual fund is an investment vehicle, through which a larger number of investors pool in their money to invest in a range of financial securities sich as stocks, bonds, money market instruments, etc., in line with the investment objectives agreed upon, between the mutual fund and the investors. The combined holdings of the mutual fund are known as its portfolio.

Mutual Funds are run by Asset Management Companies. Investors money is goes to the government, corporate, banks and other entities, which help them invest in project and fund expenses.

📌 UNITS

The Total money that is collected from the investors by a mutual fund is the capital of the scheme and this capital is broken down into units. The investor is issued units of the scheme. Just like shares represent the extent of equity ownership in a company, units represent the your extent of ownership in a mutual fund.

📌 NAV (Net Asset Value)

NAV is the value per unit of the mutual fund scheme. It is the main performance indicator of a scheme. If the scheme is profitable, the NAV increases and if the scheme is in loss, the NAV goes down.

NAV represents the market value of the securities in the scheme's portfolio. Mutual fund units are bought and sold on the basis of NAV of the scheme.

To know more about modern investment opportunities in MF, Kindly contact on 9664155638

20/01/2022

Why one should have some portfolio allocation towards International 🌎 Funds?

📌 Diversify your equity portfolio beyond the Indian stock market.

📌 Most of the underlying companies of fund *Google/Apple/Microsoft/Amazon/Facebook* are used by us on daily basis.

📌 The Global Developed & Emerging Market Contributes around *98% of the World's Stock Market* ! Having exposure to Global stocks provides *geographical diversification*

📌 Hedges against rupee depreciation in long term ( *Since the Year 2000 rupee has depreciated against the dollar by around 4%*).

📌 Lower correlation with the Indian markets.

Consider *DSP Global Innovation Fund of Fund*

A unique *SIP* solution for _*Imagineers*_ who are looking to capture the growth of the next potential global winners of tomorrow - *Dominators*, *Disruptors* and *Enablers*.

20/01/2022

Dear Investors,

We cordially invite you to attend an exclusive session that will help you to _*Give GLOBAL🌎 Wings to Your 🇮🇳 Portfolio*

*Key Highlights*
👉🏻 Why Diversification to Global Markets?
👉🏻 Earn from Spending.
👉🏻 Co-relation between the international market with India.
👉🏻 How we can invest in emerging *INNOVATION* themes?

*Speaker:* Mr. Nikhil Kamat - Vice President, Sales, DSP Mutual Fund

🗓 Date: 22nd January
☀️ Day: Saturday
⏱Time: 6:30 PM

📍*Zoom Meeting link:*
https://us02web.zoom.us/j/83904299976?pwd=SHhWZUYweUFuUDRlRGdGYUVmSWRkQT09

*Meeting I’d* - 839 0429 9976

*Passcode:* 12345

14/01/2022

May both your health and wealth be on a rising trend for a fruitful year ahead. NJ wishes you a very Happy Magh Bihu, Makar Sankranti & Pongal.

Address

Ulwe
Navi Mumbai

Telephone

+919664155638

Website

http://p.njw.bz/14628

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