Create Wealth Over the Long Term
At Pecuniam Wealth, my aim is to help you create wealth over the long term. I craft each plan, keeping your specific goals and situation in mind to give you a tailored solution that helps you achieve financial freedom.
Do You Need My Services?
We should not work together if:
- You are looking to make wealth quickly.
- You only want to invest in the best performing stock or mutual fund scheme.
- You do not want to share broad details about you like your current income, your goals and timelines.
- You want a guaranteed minimum return.
How Do I Work?
- I have a comprehensive process where first, we sit down and plot your current financial status, goals and bucket them on the basis of time horizon, risk and your risk appetite.
- We then allocate your assets, monitor them and rebalance them as needed.
How Do We Invest Your Money?
- I use MF Utilities, a platform owned by all the mutual funds of India.
- With MFU, we can place SIP, Lumpsum, Switch and redemption orders for yourself.
- Your funds flow directly from your bank account to the mutual fund company’s account and vice versa.
- You can track your investments online on multiple platforms, like (Pecuniam app), MFCentral, the Mutual Fund Website.
- I will provide data and records indicating performance and returns.
- The mutual fund companies also send you emails & SMS’s on your investments.
Transparency & Sovereignty
What If We Decide Not To Work Together?
In case you decide not to work with Pecuniam, you can change your mutual fund distributor by signing a Change Of Broker form to your new broker or switch your units to the direct plan. You can stop your SIP’s placed via my app.
How Do I Make Money
- I receive a commission from the mutual fund companies on the value of your investments.
- You as an investor do not pay me any fees.
- I am happy to share the commission structures I receive from different mutual fund companies.
- You will also see the exact rupee value of brokerage I receive in your Consolidated Account Statement (CAS) that you receive on your registered email ID every September and March.