Disha Finedge LLP

Mutual Funds

Goal-based, disciplined investing

Our mutual fund advisory focuses on long-term, goal-based investing rather than short-term market movements. We begin by understanding your financial objectives, time horizon, income stability, and comfort with risk. Based on this, we recommend a well-diversified mix of equity, debt, hybrid, and index funds suited to your profile.

We emphasize disciplined investing, portfolio balance, and cost efficiency while avoiding unnecessary churn. Regular monitoring and reviews ensure your investments remain aligned with changing market conditions and life goals. Our approach is transparent, structured, and designed to help you build wealth steadily over time.

Our Edge

Understanding Your Financial Goals

Assessing Risk Profile

Designing a Tailored Portfolio

Systematic Investment Planning

Monitoring & Rebalancing

Continuous Support & Guidance

Our Approach

  • Understanding Your Financial Goals - Short-term, long-term, or retirement planning
  • Assessing Risk Profile - Evaluating your comfort with market fluctuations
  • Designing a Tailored Portfolio - Choosing the right mix of equity, debt, and hybrid funds
  • Systematic Investment Planning - Setting up SIPs or lump sum strategies
  • Monitoring & Rebalancing - Tracking fund performance and adjusting as needed
  • Continuous Support & Guidance - Keeping you informed and on track to achieve your goals