Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster
SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%
WELCOME TO CEDAR WEALTH
Simplifying Investments - Securing Futures
Cedar Wealth is an AMFI registered Mutual Fund Distribution firm established in 2023 with the aim of helping clients effectively grow their wealth and achieve financial freedom. Just as the resilient cedar tree symbolizes strength, durability and longevity, Cedar Wealth strives to provide clients with robust investment solutions designed to stand the test of time and market volatility.
Read MoreServices We Offer
How Cedar Wealth Works in Your Best Interest
Monthly Investment
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AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)
Bank
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@3% Return
Fixed Deposit
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@6% Return
Gold
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@9% Return
Sensex
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@11% Return
Mutual Funds
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@15% Return
Check Risk Profile
We will ask you a set of questions to get to know you!
1
Describe your knowledge of investments:
Check Risk Profile
We will ask you a set of questions to get to know you!
2
When you invest your money, you are:
Check Risk Profile
We will ask you a set of questions to get to know you!
3
If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?
Check Risk Profile
We will ask you a set of questions to get to know you!
4
Have you ever invested in shares or mutual funds? If yes, for how many years?
Check Risk Profile
We will ask you a set of questions to get to know you!
5
To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.
Check Risk Profile
We will ask you a set of questions to get to know you!
6
How do you react to the idea of investments?
Your Risk Tolerance
As per our risk assessment, you Risk Profile is
Your goals will determine how you deal with all important financial events in your life
Being able to meet your financial commitments starts at the planning stage and requires foresight and dedicated investment discipline. We help you create a roadmap to achieve your financial goals.
Mutual Fund Research - Some of the most advanced tools in your hands
| Category: Equity: Large Cap |
1 Year Ret(%) |
3 Year Ret(%) |
5 Year Ret(%) |
|---|---|---|---|
| Nippon India Large Cap Fund- ... | -0.15 | 19.74 | 24.96 |
| ICICI Prudential Large Cap Fun... | -0.07 | 18.22 | 21.87 |
| DSP Large Cap Fund - Regular P... | 0.63 | 17.72 | 18.77 |
| HDFC Large Cap Fund - Growth O... | -3.44 | 16.5 | 21.38 |
| Invesco India Largecap Fund - ... | -0.85 | 16.29 | 18.9 |
| Category: Equity Funds Mid Cap |
1 Year Ret(%) |
3 Year Ret(%) |
5 Year Ret(%) |
|---|---|---|---|
| Motilal Oswal Midcap Fund-Regu... | 1.73 | 28.96 | 34.83 |
| Invesco India Midcap Fund - Gr... | 11.36 | 27.57 | 29.01 |
| HDFC Mid Cap Fund - Growth Pla... | 0.85 | 26.48 | 30.93 |
| NIPPON INDIA GROWTH MID CAP FU... | -0.02 | 25.38 | 30.63 |
| Edelweiss Mid Cap Fund - Regul... | 2.86 | 24.82 | 30.85 |
| Category: Equity: Multi Cap |
1 Year Ret(%) |
3 Year Ret(%) |
5 Year Ret(%) |
|---|---|---|---|
| Nippon India Multi Cap Fund-Gr... | 0.07 | 23.92 | 31.59 |
| Kotak Multicap Fund-Regular Pl... | -5.18 | 23.13 | - |
| Axis Multicap Fund - Regular P... | 1.5 | 22.15 | - |
| HDFC Multi Cap Fund - Growth O... | -4.89 | 21.54 | - |
| ICICI Prudential Multicap Fund... | -1.42 | 20.72 | 24.92 |