An Investment is an asset that is bought by you or your organisation for some future income or profit. It requires an upfront outlay usually in the form of time, money, or labour. In an ideal condition, the upfront investment would help you grow and provide returns.
To put it simply, it involves your abilities and eagerness to take risks. Risk Appetite helps you align your investment plans and goals according to your comfort level. It enables you to make informed decisions and helps you stay flexible during market fluctuations.
Yes, it does. Against the traditional approach where you time the market or pick individual “winners,” automation spreads your money across many asset classes. It helps to remove the chances of human error
Yes, they will. The recommendations we make are based on our in-house proprietary models that are developed on a quant matrix based on 8 broad parameters. The algorithm helps you to scroll through schemes that fit your portfolio and your long-term goals.
Yes, your money is absolutely safe with PiNVEST. Our tech ensures maximum security. The money moves from your bank account to the mutual fund company’s account that electronically stores it. The mutual fund company sends you regular statements too.
It’s a Jack Of All Trade Portfolio. Optimising returns on your investment, 3.14 allocates and manages wealth options depending on your preferred risk and adjusts your allocation with Balance Advantage funds during market fluctuations. If you want it all, from sectoral bets, debt securities, commodities, and different cap options, 3.14 would be a perfect fit.
There are hundreds of great reasons why you would want to invest with PiNVEST – from our user-friendly platform to our flexible investment plans and excellent customer service.
Yes, we can. We help you understand how much risk you can take, and what your risk appetite looks like and then recommend a strategy for all your plans. You can customise the growth strategy or pick any other strategies that we offer.
Picking a diversified portfolio helps you manage risks. It distributes your investments across varied assets to reduce volatility and ensures smooth returns.
Once you've signed up and completed your KYC process, and we've verified your details (which won't take long!), you'll be all set to kickstart your investment journey. You can easily begin investing using convenient methods like Net Banking, UPI ID, or even the hassle-free Auto Debit payment options
PMS or Portfolio Management Services are expertly crafted portfolios by our skilled Portfolio Manager. Imagine an investment portfolio designed exclusively to fulfil your unique investment goals. Our PMS is your gateway to a world where stocks, fixed income, debt, cash, and even structured products come together seamlessly to create a personalised investment experience like no other.
See more questions....
Alternative Investment Funds—a strategic way to expand your investment horizons and shield yourself from the ups and downs of the market. By pooling significant resources, fund managers can dynamically tailor strategies to maximise returns. These funds don't just provide stability; they also offer a steady stream of passive income.
Yes, you can. At PiNVEST you enjoy the flexibility of withdrawing or adjusting your funds whenever it suits you. While most investments offer this freedom, it's important to note that ELSS schemes are an exception, with a three-year lock-in period. After these three years, your investments are yours to withdraw.
Absolutely not! At PiNVEST, we're proud to declare that we never take any portion of your investments. Our commitment to transparency means zero charges, no sneaky fees lurking in the shadows, and absolutely no commissions. Your investments are yours.
A Portfolio Health check empowers you to make informed decisions about which funds to exit, creating room for exciting reinvestment opportunities. Think of it as tidying up your financial space, streamlining your portfolio, and strategically realigning your investments for maximum returns.
It is the strategic allocation of your resources—an insightful peek into your financial landscape. Portfolios, often recognized as assortments of stocks, bonds, and cash, are skillfully curated by individuals like you, tailored to match your risk appetite.
A bond is a loan extended by an investor to a borrower, often a corporation, government, or entity. This lending fuels the borrower's operations, while the investor reaps the benefits through earned interest. Bonds are the cornerstone of portfolio strategy embodying a symbiotic relationship where your investment supports growth, and in return, generates returns that fortify your financial future.
Mutual funds are a collective financial venture that brings shareholders together to invest in an array of securities, from bonds to stocks and various assets. Meticulously managed by skilled professionals, these funds strategically distribute assets, striving to generate gains and income for their valued investors.
It’s always better to start early. Factoring in the reality of inflation and the present educational landscape, tuition fees at esteemed institutions escalate by approximately 10% annually. So it’s better to plan ahead for your child’s college plans.
It's essential to keep in mind that investing carries inherent uncertainties, and assured returns are never guaranteed. Investment entails a certain level of risk, and there's a possibility that your returns might fall short of your initial investment. To give you a glimpse of what to anticipate from PiNVEST's risk-based investment approaches, we offer performance projections when your plan is tailored.
Yes, we always let you know. Whenever we undertake a rebalance or implement substantial changes to your plan, we'll promptly notify you. These actions can wield a meaningful impact, and it's only right that you're informed.
While we're committed to keeping you updated, we also value your time and aim to strike a balance. You won't receive an influx of emails for every share transaction. However, rest assured that every single transaction is meticulously recorded in your dedicated PiNVEST dashboard. This way, you can conveniently monitor each step of your investment journey at your own pace.