Mutual funds are one of the most effective ways to grow wealth, whether you’re saving for retirement, a dream home, or your child’s education. They offer:
Why Our Clients Choose Excellent Financial
At Excellent Financial & Taxation Services Pvt. Ltd., we’re not just advisors —
we’re lifelong partners in your financial journey. Here’s what sets us apart:
A mutual fund pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other assets. It’s managed by professional fund managers and is suitable for investors looking for long-term wealth creation.
As your trusted Mutual Fund Distributor, we provide personalized portfolio planning, tax-saving guidance, goal-based investment strategies, and after-sales support—services you won’t get with direct platforms.
You can start with as low as Rs.500/month via SIP (Systematic Investment Plan). We help you choose the right fund based on your goals and risk profile.
Mutual funds are market-linked and carry some level of risk, but they are regulated by SEBI, and come with transparent operations. We guide you in selecting funds based on your risk appetite and time horizon to reduce uncertainty.
SIP allows you to invest a fixed amount regularly, helping in rupee cost averaging. Lumpsum involves investing a larger amount at once. Both have their benefits, and we help you decide based on market timing and financial goals.
Yes. By investing in ELSS (Equity Linked Savings Scheme), you can claim up to Rs.1.5 lakh deduction under Section 80C.
We provide regular portfolio reviews, performance reports, and ongoing support. You also receive updates via email or apps linked to your portfolio.
Yes, most open-ended mutual funds allow withdrawal within 1–3 working days. We help you select funds with high liquidity if this is a priority for you.
Our services are absolutely free for you. We earn a small commission from mutual fund companies. There are no hidden charges or extra costs to you.
It’s simple! Just reach out via call or WhatsApp, and we’ll handle everything—from KYC, onboarding, goal planning, to portfolio tracking. You can even start online from the comfort of your home.
