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Diversify your portfolio and gain exposure to a
broad spectrum of assets.

Mutual funds and ETFs. Access a wide range of asset classes designed for balanced growth and long-term success.

Understand the difference

Exchange-traded funds (ETFs) and mutual funds are both popular investments with some similar characteristics, but also some important differences.

Before we break them down, let's talk about what these funds are:

ETFs and mutual funds are both collections, or "baskets", of individual stocks, bonds, or other investments - in some cases hundreds of them - all pooled together. When you buy a share of the fund, you own a small piece of this big basket of assets.

Why invest in ETFs?

ETFs or "exchange-traded funds" are exactly as the name implies: funds that trade on exchanges, generally tracking a specific index. When you invest in an ETF, you get a bundle of assets.

Diversification
ETFs let you access a diverse mix of asset classes, including domestic and international stocks, bonds, and commodities.
Trading flexibility
ETFs combine the trading versatility of individual securities with the diversified qualities of mutual funds to meet a variety of investment needs.
Tax efficiency
ETFs are widely considered to be more tax efficient than actively managed mutual funds for a number of reasons.

Our Approach

At Wealth Management Group, we offer access to a wide range of Mutual Funds and Exchange-Traded Funds (ETFs) that provide efficient, cost-effective ways to diversify your portfolio and gain exposure to a broad spectrum of assets.

Whether you're seeking passive strategies or actively managed solutions, our approach is designed to align with your long-term financial goals while maintaining flexibility and liquidity.

Curated Fund Selection
We carefully select mutual funds and ETFs from leading providers that align with your investment strategy, risk profile, and financial objectives.
Active & Passive Investment Options
Whether you prefer actively managed funds that seek to outperform the market or passively managed ETFs that track indices, we provide both options to suit your preferences.
Global Exposure
Gain access to international markets, industries, and asset classes through globally diversified mutual funds and ETFs, enhancing growth opportunities.
Risk-Optimised Portfolios
We construct portfolios with a mix of equity, fixed income, and alternative asset class ETFs and mutual funds, balancing risk and return according to your needs.
Ongoing Monitoring & Rebalancing
Our team actively monitors your portfolio to ensure it remains aligned with market conditions and your evolving financial goals, adjusting as needed.
Thematic and Sector-Specific Opportunities
We identify and include funds that focus on emerging trends and high-growth sectors, such as technology, renewable energy, and healthcare, allowing you to capitalise on key market themes.
Tax Efficiency Strategies
Our approach incorporates tax-efficient mutual funds and ETFs, minimising tax drag and enhancing after-tax returns to help you retain more of your investment growth.

Why invest in a mutual fund?

A mutual fund is a professionally managed fund that lets you pool your money with other investors to purchase a collection of securities - such as stocks and bonds - across multiple corporations or other issuers (government, investment trusts).

Diversification
Best small cap mutual funds spread investments across securities and asset classes, reducing risk by diversification, unlike direct equity investments.
Trading flexibility
Experienced fund managers actively manage mutual funds, continuously optimising the portfolio to meet objectives.
Tax Efficiency
Certain mutual funds, like ELSS, offer tax benefits under Section 80C of the Income Tax Act. Moreover, long-term investments in mutual funds are tax-efficient.

Benefits of Mutual Funds & ETFs Investing with Us

Whether you're new to investing or looking to enhance your existing portfolio, our Mutual Funds and ETFs strategies provide an effective way to achieve your financial goals with flexibility and efficiency.

Broad Market Access
Invest in a wide range of sectors, regions, and asset classes with ease, from equities to fixed income to commodities.
Cost Efficiency
Maximise your returns with low-cost, tax-efficient options, including index ETFs and institutional share class mutual funds.
Diversified Risk
Spread risk across many securities and asset classes, reducing the impact of any single investment's performance.
Transparent Pricing
With ETFs, experience real-time pricing throughout the day, while mutual funds offer daily valuations with clear cost structures.
Scalability
Mutual funds and ETFs allow investors of all sizes to participate in diversified investment strategies, making them accessible whether you're starting small or managing substantial wealth.
Ease of Management
Enjoy the convenience of professional management and built-in diversification, reducing the complexity of tracking and maintaining individual securities.

Strength in numbers

9000+
Trust us to manage their portfolio and grow their wealth.
150+
Work globally between our three major offices.
9+
Worth of assets under management in the last 14 years.

Financial Products

Discover the different types of investments and services at your disposal.

Industry Leading Platform and Expert Advice

Our industry leading platform combines cutting edge technology with expert guidance to help you make confident, informed decisions. Whether you're navigating complex markets or seeking tailored solutions, our intuitive tools and seasoned professionals are here to support you every step of the way. Recognized for excellence and innovation, we deliver reliable insights and personalized advice that empower you to achieve your goals with clarity and confidence.