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Mutual Fund Investments

Mutual funds are one of the most effective ways to build wealth over time. At Ibex Wealth, we help investors navigate the vast mutual fund landscape with personalized recommendations.

Our Mutual Fund Offerings:

  • Equity Mutual Funds – Ideal for long-term wealth creation by investing in stocks across different sectors and market capitalizations.

  • Debt Mutual Funds – Best suited for conservative investors seeking stable returns with low to moderate risk.

  • Hybrid/Balanced Funds – A mix of equity and debt, offering a balanced risk-reward ratio.

  • Systematic Investment Plan (SIP) – A disciplined, long-term investment approach with rupee cost averaging benefits.

  • Tax-Saving ELSS Funds – Get tax benefits under Section 80C while investing in high-growth equity funds.

  • Liquid & Short-Term Funds – For those looking for better returns than traditional savings accounts with high liquidity.

Why Invest with Ibex Wealth?

  • Customized portfolio selection based on risk profile and goals

  • Regular monitoring and performance reviews

  • Hassle-free online investments through NJ Wealth platform

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