Product
Smart Investing for
Long-Term Wealth
MUTUAL FUNDS
Mutual funds have become one of the most popular investment options in India because they offer professional management, diversification, affordability, and convenience. Whether an investor wants to build long-term wealth, save taxes, generate regular income, or invest for retirement, mutual funds provide solutions for different financial goals.
A mutual fund is a professionally managed investment vehicle that pools money from multiple investors and invests it in various financial instruments such as equities (stocks), bonds, government securities, money market instruments, and other assets.
In India, mutual funds are regulated by Government bodies like, Securities and Exchange Board of India (SEBI) & Association of Mutual Funds in India (AMFI).
Get Free Consultation ↗Key Advantages of Mutual Funds
Professional Management
Diversification
Liquidity & Transparency
Tax Efficiency & Affordability
Systematic Investing (SIP)
Low Cost High Efficiency
Smart Planning for
Consistent Monthly Income
Retirement & Income Focus
Create your own pension-style withdrawals
MONTHLY INCOME - SWP
A Systematic Withdrawal Plan (SWP) is a facility offered by mutual funds that allows investors to withdraw a fixed amount of money at regular intervals from their mutual fund investments.
Withdrawals can be done monthly, quarterly, half-yearly or annually as per the investor’s requirement. SWP is commonly used by retirees, senior citizens, and investors seeking regular income while keeping the remaining money invested in the market.
Unlike traditional fixed-income products, SWP provides flexibility, potential market-linked growth, and tax-efficient withdrawals.
Get Your SWP Plan ↗Key Advantages of SWP
Regular Income Payouts
Capital Appreciation
Tax Efficiency
Flexible Control
Invest in the
Digital Gold Era
Modern Gold Strategy
Secure and transparent digital assets
GOLD MUTUAL FUNDS
Gold mutual funds are open-ended investment vehicles that primarily track gold prices by investing in Gold ETFs. They provide a way to benefit from gold’s value without the need to hold physical gold.
They offer a convenient, secure, and modern way to invest in gold while helping investors with wealth preservation, portfolio diversification, and protection against inflation.
Invest in gold digitally with the ease of professional management and high liquidity.
Get Free Consultation ↗Key Advantages of Gold Funds
No Physical Storage Required
Inflation Hedge Protection
Zero Purity Issues or Risk
SIP or Lumpsum Investing
Portfolio Diversification
Fully Secure Digital Access
Secure Your Wealth with
Company FD & Bonds
Company FD
Company Fixed Deposits (Company FDs) are powerful investment instruments offered by reputable companies and NBFCs to build capital. Unlike regular bank deposits, Company FDs often provide a higher rate of interest, making them an ideal choice for investors seeking better yield on their idle cash.
These deposits come with flexible tenures ranging from 1 to 5 years and allow you to choose your interest payout frequency—whether you need monthly income for expenses or cumulative growth for wealth creation. It is a secure way to diversify your portfolio with predictable, fixed returns.
Bonds
Bonds are debt instruments where you act as a lender to governments or large corporations. They are designed to provide maximum capital safety while ensuring a steady stream of income through regular coupon payments. Bonds are highly favored by seasoned investors for long-term wealth preservation, as they offer a reliable shield against stock market volatility and economic uncertainty.
Why Invest in Fixed Income?
Moderate Returns
Regular Payouts
Planned Maturity
Protecting Your Family's
Financial Future
Comprehensive Coverage
Securing your health, life, and assets
INSURANCE
Insurance is a financial protection tool that helps individuals and families manage unexpected financial risks. By paying a small amount called a premium, policyholders receive financial coverage against specific risks such as death, illness, hospitalization, accidents, or disability.
At Latkar Investment Services, we provide tailored insurance solutions to ensure your peace of mind and financial stability.
Protect Your FutureOur Insurance Services
Life Insurance
Financial support to the family or nominee in case of the insured person's untimely demise during the policy term.
Health Insurance
Coverage for medical expenses, hospitalization, and surgeries to protect you from heavy healthcare costs.
Personal Accident
Specific protection against accidental injuries, disability, or accidental death.