A Systematic Investment Plan (SIP) is a smart, disciplined way to grow your wealth by investing a fixed amount regularly in mutual fund schemes. Like a recurring deposit, but with higher potential returns, SIPs help you navigate market ups and downs while working toward long-term financial goals.
Disciplined Wealth Building:
Invest regularly over time to accumulate wealth steadily, without timing the market
Power of Compounding:
Start early to let your money grow exponentially with time, small amounts today can mean big returns tomorrow.
Rupee-Cost Averaging:
Buy more units when prices are low and fewer when high, effectively averaging your investment cost over time.
Convenience & Flexibility:
Easy to start with auto-debit options. Begin with small amounts and increase gradually as your income grows
Tailored to Your Goals:
Plan for milestones like children’s education, marriage, or retirement with SIPs aligned to long-term needs.
Invest ₹2,000/month for 15 years at 15% annual return = ₹12.3 lakhs (ideal for education goals).
Invest ₹3,768/month for 20 years at 15% annual return = ₹50 lakhs (perfect for retirement planning).
Office Address
2nd Floor, 114/A, Behere Arcade, Prabhat Road, Pune - 411004
Phone
020-25459245-48
Email Id
mf@yogeshdpl.com
Client Confidentiality & Data Security : Data Protection: Implementing robust physical, electronic, and managerial procedures to safeguard personal and financial data against unauthorized access or disclosure. Limited Data Sharing: We do not sell, distribute, or lease client personal information to third parties unless required by law or with explicit client consent. Secure Communication: Ensuring that all communications, including those with mutual fund companies and other service providers, are encrypted and secure.
Regulatory Registrations & Certifications : Yogesh Shah Financial Services Pvt. Ltd. (YSSPL) operates as a fully compliant and registered financial intermediary in India. Our regulatory affiliations and certifications include: SEBI Registration: YSSPL is registered with the Securities and Exchange Board of India (SEBI) as an Investment Advisor, adhering to all guidelines and regulations set forth by the authority. KYC Compliance: We conduct Know-Your-Customer (KYC) procedures as mandated by SEBI and other regulatory bodies, ensuring that all client information is accurately documented and verified. ISO Certification: YSSPL has obtained ISO certification through Intercontinental SystemCert Pvt. Ltd. (ISPL), confirming our adherence to international standards in quality management and operational excellence.
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