Yes, your money is safe with Growthfiniti. As an AMFI-registered distributor, we do not directly handle or hold your investments. Instead, your money is invested securely in the fund houses under your name, ensuring full ownership and transparency. Growthfiniti receives data (known as "feeds") about your investments from trusted sources like the Indian Clearing Corporation and BSE STAR MF platform, which are regulated entities that process and verify transaction data. This system ensures accurate tracking and safeguards your investments while keeping your data secure.
You can redeem your funds by contacting your Relationship Manager (RM) for support, or by using our app if you’re set up for online transactions through BSE. Just log in, go to the "Redeem" section, and follow the steps to complete your request. After submitting, your funds will be credited to your account within two business days (T+2).
The onboarding process is simple and efficient. It starts with submitting your Know Your Customer (KYC) details to your Relationship Manager, which include basic information like your name, address, and identification documents. You can also complete the KYC process digitally through our website or via our app with the help of your RM. Once your KYC is approved, you'll gain access to our services and can start investing right away. Our team is here to assist you at every step to ensure a smooth onboarding experience.
The easiest method is to set up a one-time mandate, allowing your bank to automatically transfer a specific amount on a scheduled date without any manual steps each time. Alternatively, you can transfer funds via Net Banking or RTGS. For offline transfers, please reach out to your Relationship Manager (RM) for prompt assistance.
At Growthfiniti, we aim to keep things simple and transparent. We do not charge any extra fees for services like having a relationship manager, portfolio allocation, or using our app. Instead, we invest using regular mutual funds, which means we are compensated directly by the fund houses. This way, you can enjoy our services without worrying about hidden charges. If you have any more questions about our fees or services, feel free to reach out!
We begin the investment process by scheduling a meeting or call with you and a dedicated Relationship Manager (RM). During this discussion, we create a risk profile that helps us understand your comfort level with investment risks. Based on this profile, we allocate funds according to the risk budget you select. If you wish to invest additional money, our team reviews your existing allocation and recommends suitable funds. We provide links for you to invest, ensuring that all options align with your risk profile. This approach helps us tailor your investments to meet your financial goals while managing risk effectively.
At Growthfiniti, we use a strategic asset allocation framework, which means we focus on long-term investments rather than frequent buying and selling of funds. This approach helps minimise churn, or turnover, in the portfolio. We carefully select our fund managers based on their long-term track record and consistency, ensuring that they maintain a steady investment strategy. As a result, our funds typically experience low turnover, which can lead to better returns and lower costs for our clients. This long-term focus allows us to build and grow wealth more effectively over time.
We begin the investment process by scheduling a meeting or call with you and a dedicated Relationship Manager (RM). During this discussion, we create a risk profile that helps us understand your comfort level with investment risks. Based on this profile, we allocate funds according to the risk budget you select. If you wish to invest additional money, our team reviews your existing allocation and recommends suitable funds. We provide links for you to invest, ensuring that all options align with your risk profile. This approach helps us tailor your investments to meet your financial goals while managing risk effectively.
At Growthfiniti, we use a strategic asset allocation framework, which means we focus on long-term investments rather than frequent buying and selling of funds. This approach helps minimise churn, or turnover, in the portfolio. We carefully select our fund managers based on their long-term track record and consistency, ensuring that they maintain a steady investment strategy. As a result, our funds typically experience low turnover, which can lead to better returns and lower costs for our clients. This long-term focus allows us to build and grow wealth more effectively over time.
The Growthfiniti Efficient Frontier is a concept based on modern portfolio theory, which aims to create a portfolio that offers the best return for a specific level of risk. It does this by carefully choosing the right mix of asset classes, considering how much risk each one adds to the portfolio. To ensure the best performance, Growthfiniti selects fund managers through a rigorous process, including in-person meetings, thorough assessment of their portfolios, and regular reviews. Additionally, we use quantitative metrics to identify fund managers who consistently outperform their benchmarks, helping you achieve better returns with optimised risk management.
