About Us
I am Ravi Shankar Dwivedi, a SEBI-certified financial advisor. With years of experience in mutual funds, I provide guidance to help you achieve your financial goals. As a SEBI-certified financial advisor, we guide you in making informed investment decisions to build wealth, secure your future, and achieve your dreams.
Our Services
We offer a range of services to assist you in your investment journey, including:
Our Mutual Fund Services
We offer a comprehensive range of mutual fund services designed to cater to your unique financial needs and goals. Our expert team helps you make the best investment decisions to secure your financial future.
Personalized Financial Planning
Tailored strategies designed to align your financial goals with the right investment opportunities, ensuring a secure and prosperous financial future.
Mutual Fund Investment Advice
Expert guidance on selecting mutual funds based on your risk profile and goals, helping you make informed decisions that maximize your returns.
Portfolio Management
Comprehensive management of your investment portfolio to ensure optimal asset allocation and minimize risks while maximizing growth potential.
Risk Assessment and Management
Identifying potential risks in your investments and developing strategies to manage them, ensuring your portfolio aligns with your risk tolerance.
Tax Planning and Optimization
Strategies to reduce tax liabilities while optimizing returns through tax-efficient investments, making the most of tax-saving opportunities.
Retirement Planning
Building a retirement corpus through strategic mutual fund investments, ensuring you enjoy a financially secure and comfortable retirement.
Regular Portfolio Reviews and Rebalancing
Continuous assessment and rebalancing of your portfolio to ensure it remains aligned with your changing financial goals and market conditions.
SIP (Systematic Investment Plan) Setup and Management
Setup and management of SIPs, encouraging disciplined and regular investing to build wealth over time with minimal effort.
SWP (Systematic Withdrawal Plan) Setup and Management
Facilitating regular income generation from your mutual funds, ideal for retirees or those who need a steady income stream from their investments.
Goal-based Investment Strategies
Creating personalized investment strategies to help you achieve specific financial goals such as buying a home, funding education, or building long-term wealth.
Top Mutual Funds
Explore some of the best mutual funds to enhance your investment portfolio. These funds are selected based on their consistent performance, risk profile, and long-term growth potential.
Axis Bluechip Fund
Category: Large-Cap Equity Fund
Objective: Focuses on bluechip stocks with a strong track record, aiming for steady returns over the long term.
HDFC Mid-Cap Opportunities Fund
Category: Mid-Cap Equity Fund
Objective: Invests in mid-cap stocks with growth potential, ideal for investors looking for higher returns with moderate risk.
SBI Small Cap Fund
Category: Small-Cap Equity Fund
Objective: Targets small-cap companies with high growth potential, providing opportunities for investors willing to take higher risks for potentially greater rewards.
ICICI Prudential Equity & Debt Fund
Category: Balanced Fund (Equity + Debt)
Objective: A balanced approach combining equity and debt investments, offering stability along with growth potential, suitable for investors looking for a well-diversified portfolio.
Franklin India Taxshield
Category: Tax-Saving Fund (ELSS)
Objective: A tax-saving mutual fund focused on long-term capital appreciation, ideal for investors looking for tax benefits under Section 80C.
UTI Nifty Index Fund
Category: Index Fund
Objective: Tracks the performance of the Nifty 50 index, providing exposure to the top 50 large-cap companies in India, ideal for passive investors seeking broad market exposure.
Mirae Asset Large Cap Fund
Category: Large-Cap Equity Fund
Objective: Focuses on large-cap stocks with strong growth potential, suitable for investors seeking stability and long-term capital growth.
Aditya Birla Sun Life Digital India Fund
Category: Sectoral Fund (Technology)
Objective: Invests in technology and digital sector companies, making it ideal for investors looking to capitalize on the growing tech industry.
Reliance Nippon India Growth Fund
Category: Equity Growth Fund
Objective: Focuses on growth-oriented stocks across various sectors, suitable for investors seeking capital appreciation over the long term.
Kotak Standard Multicap Fund
Category: Multicap Equity Fund
Objective: Aims for long-term capital growth by investing across large, mid, and small-cap stocks, providing a diversified investment strategy for investors.
L&T Emerging Businesses Fund
Category: Small and Mid-Cap Equity Fund
Objective: Focuses on emerging businesses with strong growth potential in the small and mid-cap segment, ideal for investors looking to capture higher returns with a higher risk profile.
DSP BlackRock World Gold Fund
Category: International Fund (Sectoral - Gold)
Objective: Invests in global gold-related equities, ideal for investors looking to diversify into commodities and hedge against inflation.
Invesco India Growth Opportunities Fund
Category: Growth Equity Fund
Objective: A growth-oriented fund focused on investing in companies with strong growth potential, making it suitable for investors seeking capital appreciation.
Birla Sun Life India GenNext Fund
Category: Growth Equity Fund
Objective: Invests in high-growth potential companies that cater to the next generation of India’s growth story, suitable for investors with a high-risk appetite and long-term investment horizon.
Quantum Long-Term Equity Value Fund
Category: Value Fund
Objective: Invests in undervalued stocks with the potential for long-term capital appreciation, suited for investors looking for long-term growth at lower valuations.
ICICI Prudential Balanced Advantage Fund
Category: Hybrid Fund
Objective: A balanced fund that adjusts its exposure between equity and debt based on market conditions, providing growth potential while reducing risk.
Why Mutual Funds?
Mutual funds offer several advantages for investors, providing an easy and efficient way to grow wealth over time. Here's why mutual funds are a great investment option:
- Diversification - Spread your investment across various assets to reduce risk and maximize potential returns.
- Professional Management - Expert fund managers actively manage the portfolio, using their knowledge and experience to make informed investment decisions.
- Liquidity - Mutual funds offer high liquidity, allowing you to buy or sell units at market prices, typically on any business day.
- Affordability - You can start investing with small amounts through Systematic Investment Plans (SIPs), making it accessible to everyone.
- Transparency - Mutual fund companies provide regular updates on fund performance, holdings, and other important details to ensure you’re well-informed about your investment.
Why Choose Us?
At MF Wale, we are dedicated to guiding you through your financial journey with a focus on your long-term success. Here’s why you should choose us:
- SEBI-Certified and Client-Focused - As a SEBI-registered mutual fund distributor, we ensure that your investments are in safe hands, adhering to regulatory compliance.
- Customized Financial Solutions - Offering tailored solutions to meet your unique financial needs and goals at every stage of your life.
- Proven Strategies for Long-Term Wealth Creation - Time-tested investment strategies designed to generate sustainable wealth over the long term.
- Personalized Service for Your Financial Goals - We provide dedicated attention to your financial aspirations and offer advice to help you achieve them.
- Expert Advice from Certified Financial Advisors - SEBI-certified professionals offering expert guidance on mutual fund investments and portfolio management.
- Comprehensive Portfolio Management and Regular Reviews - End-to-end portfolio management services, continuously reviewing and optimizing your investments.
- Access to a Wide Range of Mutual Funds and Investment Options - Access to a diverse selection of mutual funds, including equity, debt, hybrid, and sectoral funds.
- Commitment to Transparency and Ethical Practices - Clear information, no hidden fees, and a commitment to ethical practices.
Contact Us
If you have any questions or need assistance, feel free to reach out to us:
Email: RAVIDWIVEDI@MFWALE.COM
Phone: +91-9891880019
Address: Vatika Kunj -7, Gurgaon, Haryana, India
