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Mutual Funds Advisory

At U&S Tax and Investment Consultants, we offer personalized Mutual Fund Advisory services that align with your financial goals, risk appetite, and investment horizon. Whether you're a first-time investor or a seasoned portfolio holder, our guidance ensures informed decisions and optimized returns.

What We Offer

Portfolio Design & Strategy

Goal-based investment planning (retirement, education, wealth creation, etc.)
Asset allocation across equity, debt, hybrid, and thematic funds
SIP vs. lump-sum strategy advisory
Tax-efficient fund selection (ELSS, index funds, etc.)

Fund Selection & Review

Screening of top-performing mutual funds across AMCs
Risk-return analysis and suitability mapping
Regular portfolio reviews and rebalancing
Exit load, expense ratio, and fund manager performance evaluation

Tax Planning & Compliance

Advisory on capital gains taxation (short-term vs. long-term)
Tax harvesting strategies to optimize liability
ELSS investments for Section 80C deductions
Reporting of mutual fund income in ITR (Schedule CG, EI, and OS)

NRI & HNI Advisory

Investment options for NRIs under FEMA guidelines
Repatriation support and tax implications
Customized strategies for high-net-worth individuals
Advisory on international feeder funds and global exposure

Technology-Enabled Tracking

Integration with fund platforms for real-time tracking
Portfolio dashboards and performance analytics
Alerts for NAV changes, fund ratings, and rebalancing triggers

Our Process

Investor Profiling - Understanding your financial goals, risk tolerance, and liquidity needs
Fund Mapping - Selecting mutual funds that match your profile and market outlook
Execution & Monitoring - Seamless onboarding, investment execution, and ongoing review
Compliance & Reporting - Ensuring tax efficiency and regulatory alignment

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