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About Us

Learn more about what it means to be our client by starting your quote today.

Ready to invest for your
lifetime happiness?

1

Diversify Your Investments

Invest in a diversified portfolio of mutual funds to spread risk

2

Expert Fund Management

Benefit from the expertise of professional fund managers

3

Long-Term Wealth Growth

Grow your wealth over the long term through disciplined investing

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In today’s dynamic and unpredictable financial market, investors require a qualified, trained, and unbiased professional to guide them in achieving their short-term and long-term financial goals.

We are a team of seasoned professionals with over a decade of experience in financial services. By leveraging advanced technology, we provide services that enable our clients to effectively monitor their investments and turn their financial aspirations into reality. Our mission is to be the most reliable, prompt, and efficient provider of financial and insurance services.

FREQUENTLY ASKED QUESTION

Here are some common questions about our mutual funds.

A mutual fund is a pool of money collected from many investors to invest in securities such as stocks, bonds, or other assets. The investments are managed by a professional fund manager.
You can invest in a mutual fund through a broker, directly with the fund company, or through an online platform. You typically need to open an account and make an initial investment.
Mutual funds can be categorized based on various factors, including asset class (equity, debt, hybrid), investment style (growth, value, blend), and geographical focus (domestic, international).
Mutual funds offer diversification, professional management, liquidity, and the potential for higher returns compared to traditional savings accounts.
Mutual fund investments are subject to market risk. The value of your investment can go up or down. Other risks include management risk, liquidity risk, and taxation.
Consider your investment goals, risk tolerance, and time horizon. Research different funds, compare their performance, and consult with a financial advisor if needed.
A lump sum investment is a one-time investment, while an SIP involves investing a fixed amount at regular intervals.
NAV is the market value of a mutual fund's assets minus its liabilities, divided by the number of outstanding units. It represents the per unit value of the fund.
Tax implications vary depending on the type of fund and your holding period. Capital gains tax may be applicable on the profits from your investments.

Ready to Build your
own portfolio With Us?