Our Services
Mutual Funds
Growing wealth with purpose and discipline.
Building wealth is not about chasing the market — it is about staying disciplined, patient, and aligned with what truly matters to your family. At Parth Investment, we help you invest in mutual funds with a clear purpose: your child's education, a home you've always dreamed of, a comfortable retirement, or simply the peace of mind that comes from financial security.
Overview
We don't push products. We take time to understand your goals, your comfort with risk, and your timeline — then recommend a mutual fund strategy that fits your life, not the other way around.
Whether you are just starting your first SIP or managing a diversified portfolio built over decades, we walk alongside you through every market cycle.
Key Benefits
Goal-Based Investing
Every recommendation starts with your goal — education, retirement, wealth creation — not a product we want to sell.
Start Small, Stay Consistent
Begin a SIP with as little as ₹500/month and build wealth steadily over time.
Diversification Done Right
Spread risk across equity, debt, and hybrid funds suited to your life stage.
Transparent Guidance
No hidden agendas — we explain the "why" behind every recommendation in plain language.
Regular Portfolio Reviews
We don't disappear after the first investment. We review and rebalance as your life changes.
Tax-Efficient Planning
Guidance on ELSS and other tax-saving options as part of your broader financial plan.
What We Offer
| Type | Best Suited For |
|---|---|
| Equity Mutual Funds | Long-term wealth creation; investors comfortable with market ups and downs |
| Debt Mutual Funds | Conservative investors, short-to-medium term goals, capital protection |
| Hybrid Mutual Funds | Investors seeking a balance between growth and stability |
| Index Funds | Low-cost, passively managed funds tracking Nifty 50 / Sensex |
| ELSS (Tax-Saving Funds) | Investors who want long-term growth with tax benefits |
| SIP (Systematic Investment Plan) | Anyone who wants to build wealth gradually and consistently |
| One Time Investment | Anyone who wants to build wealth in long term with current money |
Our Process
- 1
Understand Your Goals
A one-on-one conversation about your family's dreams, timeline, and risk comfort.
- 2
Design Your Plan
We recommend a mix of funds suited to your specific goals — not a generic "top 10 funds" list.
- 3
Execute With Ease
We handle the paperwork, SIP setup, and documentation so you don't have to.
- 4
Review & Rebalance
Regular check-ins to ensure your portfolio stays aligned as markets and life circumstances change.
Why Choose Parth Investment for Mutual Funds
- Over 30 years of experience guiding 50,000+ families — from first-time investors to multi-generational portfolios
- We've helped families across every background, including farmers and rural communities, understand investing in a way that genuinely makes sense to them
- Registered with NJ Wealth, one of India's largest mutual fund distribution platforms, giving you access to a wide range of AMCs and schemes
Frequently Asked Questions
How much money do I need to start investing in mutual funds?
You can start a SIP with as little as ₹500 per month. There's no need for a large lump sum to begin.
Are mutual funds safe?
Mutual funds are regulated investment products, but like all market-linked investments, they carry some risk depending on the fund type. We help you choose funds matched to your risk comfort.
Can I withdraw my money anytime?
Most open-ended mutual funds offer liquidity, meaning you can redeem your investment when needed, subject to applicable exit loads and lock-in periods (e.g., ELSS has a mandatory lock-in).
Do you charge for advice?
We operate as an AMFI-registered mutual fund distributor. Our guidance comes as part of the distribution relationship — we'll always be transparent about how we're compensated.
What's the difference between a SIP and a lump sum investment?
A SIP invests a fixed amount regularly (e.g., monthly), helping average out market highs and lows. A lump sum invests a large amount at once. We help you decide what's right based on your cash flow and goals.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Nitin Karbhari Jadhav is an AMFI Registered Mutual Fund Distributor (ARN-54442).
Explore Our Other Services
Financial Calculators
Illustrative tools to help you explore goals, returns and planning scenarios. Figures are estimates only.
See how a monthly SIP may grow over time.
Future Value
₹50.46 L
Total Invested
₹18.00 L
Estimated Gains
₹32.46 L
Ready to Begin?
Talk to our advisors for a no-obligation conversation about your goals.
Begin Your Journey