📊 Mutual Fund Investment Services

At NextUnity Capital Solutions, we help individuals and families invest in mutual funds the smart way — based on goals, risk profile, and time horizon. Whether you’re a first-time investor or looking to diversify your portfolio, we guide you with clarity and strategy — not confusion.

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💡 What is a Mutual Fund?

A mutual fund pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other assets — managed by professional fund managers.

It’s ideal for people who want to:

• Start investing with small amounts

• Build long-term wealth

• Beat inflation

• Plan for future goals (education, retirement, house, etc.)

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🏦 Types of Mutual Funds We Help With:

🔹 Equity Funds – High-growth potential, suitable for long-term goals

🔹 Debt Funds – Lower risk, stable returns, ideal for short-to-mid-term goals

🔹 Hybrid Funds – Balanced mix of equity + debt

🔹 ELSS (Tax-Saving Funds) – Save tax under Section 80C & grow wealth

🔹 SIP (Systematic Investment Plan) – Invest monthly and build disciplined wealth

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🔑 Key Features:

✔ Start with as low as ₹500/month (via SIP)

✔ Professionally managed by SEBI-registered AMCs

✔ Liquidity – easy to redeem anytime (except lock-in funds)

✔ Flexibility – choose based on your goals

✔ Transparent – track your investment performance anytime

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🛠️ NextUnity’s Role in Your Mutual Fund Journey:

🔹 Goal-based investment planning

🔹 SIP/One-time investment setup

🔹 Portfolio diversification strategy

🔹 Risk profiling and fund selection

🔹 Regular monitoring and rebalancing

🔹 Tax planning via ELSS