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Mutual Funds

Mutual Funds.

At the heart of Gate Wealth Management is the idea to provide customers with the solutions that give them the freedom from active management of the investments while having an assurance that we would be doing so in the best possible manner. Our conviction, matched by our passion & expertise, is all about ensuring the peace of mind of investor. The products offered are aimed at meeting investors need for successful long term wealth creation by following strategies that control risk and optimize returns in a mutual fund portfolio.

The decisions on the mutual fund portfolio combines results of the time tested proprietary research models, extensive due diligence of fund houses, interactions with the fund managers and internal risk controls. The defined process & smart use of technology further ensures that the investors are offered with quality portfolio management and administrative services, ensuring complete piece of mind.

Products:

Freedom Portfolio:-

Objective – To stay invested in equity mutual fund schemes at all times, deliver superior portfolio returns by selecting better performing and encasing on opportunities offered by markets.

Dynamic Asset Allocation Portfolio

Objective :- To give better risk adjusted returns by deciding right proportion of Equity & Debt asset classes from time to time & selecting consistently better performing mutual fund schemes.

 

Contact us at gatewealthmanagement@gmail.com for all types of mutual fund investments and advise.