Mutual Funds / Investment Planning
Mutual Funds / Investment Planning
Welcome to All About Finances
Your Trusted Mutual Fund Investment Partner in Delhi NCR
At All About Finances, we believe financial growth begins with informed and disciplined investing. As a certified Mutual Fund Distributor based in Delhi NCR, we provide personalized investment solutions and comprehensive financial planning services designed to help you achieve your life goals—be it wealth creation, retirement solution, or your child’s education.
Why Choose Us
SEBI-Registered Mutual Fund Distributor
Trusted and compliant advisory.
Personalized Investment Planning
Tailored to your goals, income, and risk appetite.
Goal-Based Approach
Every investment is aligned with your financial milestones.
Technology-Driven Support
Easy portfolio tracking and paperless investing.
Experienced Financial Planners
Backed by 20+ years of expertise in wealth management.
Our Core Services
Smart, simple and goal-driven financial services — crafted to grow your wealth, secure your future and keep your portfolio aligned with what matters.
Mutual Fund Investments
We offer expertly curated Mutual Fund portfolios designed to match every investor profile. Whether you’re a beginner or an experienced investor, our strategies combine in-depth market analysis, risk assessment, and goal-based recommendations to help you grow wealth steadily over time.
- SIP (Systematic Investment Plan)
- SWP (Systematic Withdrawal Plan)
- STP (Systematic Transfer Plan)
- Lump Sum Investments
- Tax-saving ELSS Funds
- Retirement & Child Education Funds
Comprehensive Financial Planning
Our comprehensive financial planning services help you manage, protect, and expand your wealth. We focus on building personalized strategies that balance your lifestyle goals, future aspirations, and long-term financial security.
- Goal-Based Financial Planning
- Retirement Planning
- Wealth Management & Asset Allocation
- Tax-efficient Investment Strategies
- Emergency & Contingency Planning
Portfolio Review & Rebalancing
We provide ongoing monitoring and data-driven rebalancing to keep your portfolio aligned with your financial goals. Our periodic reviews, backed by market research and performance tracking, help you maintain stability while maximizing potential returns over the long term.
- Continuous Performance Tracking
- Goal Alignment Reviews
- Rebalancing Recommendations
- Market Trend Evaluations
- Periodic Growth Reports
Mutual funds companies we are associated with
Our Investment Philosophy
We follow a client-first approach grounded in transparency, consistency, and long-term wealth creation. Our objective is not to sell financial products but to build enduring relationships through unbiased advice and reliable service.
Start Your Investment Journey Today
Let’s work together to design a financial plan that fits your lifestyle and ambitions. Whether you’re planning your first SIP, expanding your investment portfolio, or preparing for retirement, we’re here to guide you every step of the way.
Service Locations
We serve clients across Delhi, Gurgaon, Noida, Faridabad, and Ghaziabad through in-person and online investment services. Additionally, we cater to a global NRI client base with specialized wealth-management solutions.
Delhi
Ghaziabad
Noida & Greater Noida
Gurgaon & Faridabad
Worldwide
Frequently Asked Questions
Get clear, straightforward answers to the most common questions about personal finance, investments, budgeting, and money management.
A mutual fund is a professionally managed investment scheme that pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. The returns are shared among investors in proportion to their investment.
When you invest in a mutual fund, your money is combined with other investors’ funds. A professional fund manager then invests this pool into a variety of assets based on the fund’s objective—such as equity, debt, or hybrid investments.
- You can start by:
- Creating an account on our platform.
- Completing KYC verification.
- Selecting a mutual fund based on your goals and risk profile.
- Starting an SIP (Systematic Investment Plan) or making a lump-sum investment
A SIP allows you to invest a fixed amount regularly (monthly, quarterly, etc.) in a mutual fund. It promotes disciplined investing and helps average out market fluctuations over time.
All investments carry some risk. However, mutual funds are regulated by SEBI ensuring transparency and investor protection. Choosing the right fund based on your risk tolerance can help manage risks effectively.
- Professional fund management
- Diversification across assets
- Liquidity (easy redemption)
- Potential for higher returns
- Tax efficiency (especially with ELSS funds)
You can redeem your mutual fund units anytime through your account. The proceeds are typically credited to your registered bank account within 1–3 business days, depending on the fund
Log in to your account to view your investment dashboard. You can track portfolio performance, SIP schedules, NAV updates, and transaction history in real-time.
Our customer support team is available via Whatsapp chat, email, or phone to assist with technical issues, transaction queries, or investment guidance.
- Typically, you’ll need:
- PAN card (or equivalent ID)
- Address proof
- Passport-size photo
- Bank details for transactions
Open your free Mutual Funds account
