Mutual Funds
Guidance and assistance for investing in Mutual Funds based on your financial goals, investment horizon and requirements.
AMFI Registered Mutual Fund DistributorARN: 289210
Your Financial Planner and Wealth Advisor
Helping you make informed and disciplined investment decisions for your financial goals.
At Deolikar Mutual Funds and Investment Services, we help individuals and families understand investment options and plan their investments according to their financial goals, investment horizon and requirements.
First Consultation Free
Long-Term View
Home
Child Education
Retirement
SIP Discipline
Portfolio Journey
- AMFI Registered Mutual Fund DistributorARN: 289210
- First Consultation Free
- Goal-Oriented Financial Planning
- Personalised Service
Services
Our Key Services
Simple guidance for different investment and financial planning needs.
SIP
Systematic Investment Plan (SIP) allows you to invest a fixed amount regularly and can help develop a disciplined investment habit for long-term goals.
SIF
Specialized Investment Funds (SIF) are investment products designed for eligible investors seeking specific investment strategies. We provide information and assistance regarding available SIF options.
SWP
Systematic Withdrawal Plan (SWP) can help investors withdraw a predetermined amount from their investments at regular intervals, subject to the applicable scheme terms.
STP
Systematic Transfer Plan (STP) allows investors to transfer a predetermined amount from one investment option to another at regular intervals, subject to applicable scheme terms.
Portfolio Management
Information and assistance regarding Portfolio Management Services for eligible investors, subject to applicable regulations and terms.
NPS
Information and assistance related to the National Pension System (NPS) for retirement planning.
Bonds
Information about available bond and fixed-income investment opportunities and their features.
Insurance
Guidance on insurance solutions designed to support financial protection and risk management.
Why Choose Us?
Simple guidance.Disciplined investing.Long-term thinking.
Simple and easy-to-understand investment guidance
We explain investment options in simple language.
Goal-oriented financial planning
Investment discussions are aligned with your financial goals and requirements.
Assistance with Mutual Fund and SIP investments
Support for understanding and investing in suitable options.
Regular investment and portfolio review support
Ongoing assistance and investment review support.
Focus on disciplined, long-term investing
Focus on consistency and long-term financial planning.
Personalised service and easy communication
Easy communication and personalised support.
About Us
About Deolikar Mutual Funds
Simple.Transparent.Disciplined.
Deolikar Mutual Funds and Investment Services is focused on helping investors understand and organise their investments in a simple, transparent and disciplined manner.
We believe that investing is not just about selecting an investment product. It is also about understanding your financial goals, investment horizon, risk profile and overall financial situation.
Our approach is to understand your requirements, explain the available investment options in simple language, and help you make informed investment decisions.
Your financial journey
- Goals
- Plan
- Invest
- Review
Our Approach
Our Approach
Understand → Plan → Invest → Review
Step 01
Understand
We understand your financial requirements and goals.
Step 02
Plan
We discuss suitable investment options based on your requirements.
Step 03
Invest
We assist you through the investment process.
Step 04
Review
We provide ongoing support and review.
Your goals. Your requirements. Your financial journey.
Investment Calculator
Investment Calculator
See illustrative estimates based on the assumptions you enter.
Your Inputs
Illustrative return assumption only. Actual returns are market-linked and may vary.
Estimated Results
Total Invested Amount
₹12,00,000≈ ₹12 Lakh
Estimated Returns
₹11,23,391≈ ₹11.23 Lakh
Estimated Future Value
₹23,23,391≈ ₹23.23 Lakh
Invested Amount vs Estimated Returns
- Invested Amount52%
- Estimated Returns48%
Estimated Portfolio Growth Over Time
Invested AmountEstimated Portfolio Value
Hover or use the arrow keys to explore each year.
For a monthly investment of ₹10,000 over 10 years, total invested is ₹12,00,000, estimated returns are ₹11,23,391 and estimated future value is ₹23,23,391.
Investment calculator results are illustrative and based on the assumptions entered by the user. They do not represent guaranteed returns or actual future performance. Mutual fund investments are subject to market risks.
Goal Planning
What are you planning for?
Select a goal to begin.
Choose one of the goals above
Goal selection is only a starting point for a conversation. It is not an investment recommendation.
First Consultation Free
Start Your Investment Journey
You don't need to wait for a large amount of money to start investing. A disciplined approach and regular investing can help you work towards your long-term financial goals.
Book your SIP today and start your journey to millionaire.
Connect with us to discuss your investment requirements and explore suitable options.
Contact
Contact Us
DEOLIKAR MUTUAL FUNDS AND INVESTMENT SERVICES
Your Financial Planner and Wealth Advisor
- Mobile / WhatsApp90755 45105
- Emailinfo@deolikarwealth.com
- Websitedeolikarwealth.com(opens in a new tab)
AMFI Registered Mutual Fund DistributorARN: 289210
First Consultation Free
Let's discuss your financial goals and investment requirements.
WhatsApp Us(opens in a new tab)Important Disclaimer
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Past performance is not indicative of future returns.
Investment decisions should be made after considering your investment objectives, risk appetite, investment horizon and financial circumstances.
The information provided on this website is for general informational and educational purposes and should not be construed as a guarantee of returns or as a substitute for personalised financial advice.