WE HELP YOU ON EVERY STEP OF THE JOURNEY
At Finora Wealth, we believe mutual fund investing should be simple, strategic, and tailored to your financial journey. Whether you’re a young professional, an entrepreneur, or an experienced investor, our expertly curated mutual fund options help you grow and protect your wealth.
With a data-driven approach, expert fund management, and AI-powered insights, we bring you investment opportunities that align with your financial goals, risk appetite, and market conditions.
Why should you choose Finora Wealth? Because we go beyond traditional investing to craft personalised, high-performance portfolios so your money works smarter, not harder.
A Mutual Fund is an investment vehicle that pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, and other securities. Managed by professional fund managers, these funds help investors maximize returns while managing risk effectively.
At Finora Wealth, all Mutual Funds are SEBI-regulated and AMFI-compliant, ensuring transparency, security, and compliance for every investor.
Investing with Finora Wealth is about efficiency, innovation, and expert-driven strategy. Here’s why we stand out:
Finora Wealth offers a variety of mutual fund options catering to different investment objectives and risk profiles.
Equity Funds
Starting your mutual fund journey with Finora Wealth is quick, simple, and seamless.
Let’s build your wealth strategically, efficiently, and intelligently. Our advisors are here to help you make informed decisions. Start your journey today!
Our experts assess your risk tolerance, investment horizon, and financial goals to recommend the best fund for you.
Yes! All our mutual funds are SEBI-regulated and managed by top-rated AMCs, ensuring security, transparency, and compliance.
Yes! Open-ended mutual funds offer high liquidity, allowing you to redeem or switch funds anytime (subject to applicable exit loads).
Our platform provides real-time tracking, performance insights, and portfolio analysis for easy monitoring.
Expense ratio is the annual cost incurred by the AMC to operate a mutual fund scheme, expressed as a percentage of the total assets of the scheme. The cost includes fund manager expense, cost of the supporting infrastructure for the fund manager, transaction costs (for buying and selling securities), marketing and distribution costs (commissions paid to mutual fund distributors). This expense is deducted from the asset value of the scheme on a pro-rata basis; units are priced after deducting expense ratio. Investors should note that, the NAV of a scheme is net of the expense ratio. Expense ratios of different schemes and plans of the same AMC may be different.
Mutual funds are bought or sold on the basis of Net Asset Value (NAV). NAV is essentially the price of a unit. NAV is calculated by dividing the net assets (market value of the securities and cash held by the fund minus the liabilities) of the fund by the total number of units outstanding. Unlike share prices which changes constantly during the day depending on the activity in the share market, the NAV is determined on a daily basis, computed at the end of the day based on closing price of all the securities that the mutual fund owns after making appropriate adjustments.
Contrary to popular misconception, schemes with high NAVs are not overpriced and funds with low NAVs are not attractively priced. Older the fund higher will be the NAV over a period of time. Low or high, the NAV by itself does not impact the return on investment from the mutual fund. The percentage change in a fund’s NAV over a period of time denotes the percentage returns on investment of all the unit holders of the fund over the same period.
As of March 2025, the mutual fund taxation information provided reflects the latest regulations. Recent changes have adjusted tax rates for equity mutual funds:
Short-Term Capital Gains (STCG): Increased from 15% to 20%.
Long-Term Capital Gains (LTCG): Now taxed at 12.5% on gains exceeding ₹1.25 lakh per year.
For debt mutual funds, the taxation remains aligned with your income tax slab rate, following amendments that removed the indexation benefit.
SIP (Systematic Investment Plan) allows you to invest small amounts regularly, while lump sum involves investing a large amount at once. SIPs help in rupee cost averaging, reducing market timing risk.
WE HELP YOU ON EVERY STEP OF THE JOURNEY
+91 9667608289
Springhouse Co-working