A mutual fund is an investment vehicle formed with a pool of capital -- contributed by several investors -- who share common financial goals. The money collected from the investors is then invested in the capital market and money market instruments with a view to generating significant returns. After that, the collective return from the total investment is distributed among the investors in the form of dividend and capital gain.

Efficiently managed mutual funds provide significantly lucrative investment opportunities to investors, where a team of professional fund managers and researchers manage the funds on behalf of their investors.

Major Benefits of Investing in a Well-Managed Open-End Mutual Fund:

·         Great investment vehicle for maximizing your wealth.

·         Easy access to the most experienced and professional fund managers.
·         High liquidity.
·         Minimization of tax burden.

What is more, mutual funds have 5% quota in every IPO. In most cases, these IPOs generate enormous returns after the completion of listing, which eventually maximize the return of the mutual funds.

As your business grows, your priorities evolve, and so do your strategies. Whether we are aiming for an organic expansion, moving towards forming a merger, being acquired or attracting potential buyers; our corporate advisory team possesses the right experience, judgment, and resources to bolster our and our investors’ aspiration. 

Generally, institutions may find it challenging to manage funds on their own, provided that their primary focus lies on their core business module, which it should be. What is more, the inadequacy of professional resources for fund management and the inability to conduct consistent capital market research may stifle an institutional fund’s progress in the long run.

At SAML, we offer customized institutional fund management services to generate superior returns based on clients’ investment objectives and risk appetites. We take factors like, investment horizon, risk tolerance and income objectives into account. Along with the insights from our equity research team, we then actively develop a portfolio based on the afore-mentioned factors. Moreover, we work proactively towards rebalancing our portfolio from time to time for generating the best possible risk-adjusted returns for our institution.