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At Gain Financial, we guide you toward Money Moksha a state of financial independence and peace. With our expert strategies, tailored solutions, and innovative tools, we help you grow your wealth, minimize risks, and achieve your financial aspirations. Experience the harmony of smart investments and lasting prosperity.
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Shoba, the visionary founder of Gain Financials, is a dynamic investment advisor specializing in mutual funds and retirement planning. Her dharmic approach emphasizes informed decisions by understanding risks and returns. Passionate about financial literacy, she mentors Gen Z on budgeting and investing while empowering women through workshops. A trailblazer in a male-dominated industry, Shoba’s dedication inspires individuals to achieve financial independence and long-term stability, transforming countless lives.
Diversify your investments to safeguard them from sudden risks. Invest in 2-3 schemes. One can be sector-specific, one can be market cap-specific, and last in index funds.
You need to pay the applicable taxes only when you redeem the units or sell the scheme.
No. You invest in mutual funds to create wealth systematically over the long run. Don't try to time the market because it is practically not possible, and it is also not meaningful in the long run.
The equity market is always changing. Sometimes it goes up (bull market) and sometimes it goes down (bear market). So ups and downs are part and parcel. Diversification helps to reduce the risk of major losses. The idea is that if one asset loses money, the other assets in your portfolio can help make up for those losses.
NAV stands for Net Asset Value, which is the value of an investment fund or firm calculated by subtracting its liabilities from its assets. It's commonly used to evaluate mutual funds and unit investment trusts.
The role of a financial planner is to
1) Provide guidance in both Bull and Bear Market
2) Align your investments with Goals
3) Restructure Portfolio when needed
4) Understand and choose the right mix of investments.
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Shoba’s guidance has been a game-changer for my investments. She helped me identify the right funds tailored to my goals and provided me with an abundance of knowledge about the financial market. Thanks to her expertise, I have seen consistent growth in my portfolio and achieved impressive returns. Her professionalism and insights have truly set her apart. I couldn’t have done it without her!
Arjun