IPO Wealth is the investment manager of the IPO Wealth Fund. We are an innovative investment company that builds and maintains win-win relationships for our investors and clients by helping them achieve their financial goals.
Systematic Investment Plan (SIP) is a disciplined way of investing, where you invest fixed amounts at a regular frequency (say, every month or quarter). It is bit by bit systematic investment. For example, you commit to invest a pre-specified amount (Rs 500 onwards) every month in a mutual fund. You fix a date on which every month the amount gets invested. The first investment has to be by a cheque and then you can opt for electronic clearing system (ECS).
Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager, that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the entire fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.
SMK WEALTHCARE LTD.CIN No. U74999GJ2018PLC100966
Stock Market
Mutual Fund
IPO
Demat Account
Insurance Advisor
Mr. V.B Patel
+91 9687088927
Mr. V.M Patel
+91 9909537168
Email:-info@smkwealthcare.com
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