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The best is yet to come if you plan for it now.

The best time to plan for your retirement is as early as you can. Plan early to build up a corpus large enough to pay for inflation adjusted expenses in your retirement.

Plan your Wealth

Plan now to give wings to their aspirations.

Higher education prices are rising in India. Mutual fund investments can help you build a corpus large enough to match your child's aspirations.

Plan Child Education

The best gift you can give them is their dream.

A wedding is special. When we are speaking of your child's wedding, you would not want to let lack of funds be a reason for their special day.being less than enchanting. Let us help you with investment suggestions that can help you achieve their dreams.

Plan Child Wedding

Roof on our head through Focussed investments.

Making a home of your own features as one of the top three financial goals of most investors. We help you plan for a home for you and your loved ones with investment into mutual funds or availing a home loan at the best interest rates.

Plan Dream Home

Browse our set of mutual fund services and offerings

Explore our comprehensive mutual fund services, including SIPs, lumpsum investments, portfolio tracking, fund comparison, expert recommendations, and goal-based planning-designed to simplify your investment journey and maximize your financial growth.

Mutual Fund

Mutual funds are investment instruments that pool money from multiple investors to create a diversified portfolio of securities,...

Fixed Income

Fixed Income products are those investment options that pay a fixed amount as interest or dividend to its investors till the maturity...

Bonds

Bonds are fixed income instruments which pay fixed rate of interest at regular intervals and the principal amount on maturity...

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Empowering Your Wealth Journey with Mutual Funds

At PATH TO WEALTH, we are committed to delivering outcome-driven investment strategies that help our clients build sustainable wealth. Guided by our core philosophy, "OUTCOME MATTERS," we go beyond conventional mutual fund recommendations by leveraging Business Intelligence, AI-powered analytics, and data-driven decision-making to maximize financial success.

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How Path to Wealth Works in your Best Interest

Monthly Investment

5000 /-

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

₹ 22.36L

@3% Return

Fixed Deposit

₹ 34.82L

@6% Return

Gold

₹ 56.48L

@9% Return

Sensex

₹ 79.53L

@11% Return

Mutual Funds

₹ 1.14Cr

@15% Return

*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)

Let's Start Creating Your Goals

Every step of life has a specific monetary goal attached to it. You have to maneuver the steering wheel at the right time to reach them in time. We will help you plan to get you where you want to be.

Dream Home

Wealth Creation

Retirement

Child's Education

Child's Wedding

Emergency

Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster

Step up the SIP annually

As your income increases annually you should increase your SIPs too. This not only helps you create a bigger corpus, it also helps you reach your goals earlier.

Difference is huge

Your SIP corpus can be 36% more in 20 years period. Example - 10% SIP Top up on Rs 10,000 monthly SIP in NIFTY 50 for 20 years period

Reach goals faster

Yes, through Top up SIP you can reach your goals earlier. Example - to reach a goal of Rs 1 Crore it takes 17 year through 10% SIP top up while it takes 20 years through regular SIP (assuming 12% return)

SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%

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