Mutual Fund Investment & Insurance Services

Mutual Fund Portfolio Review Services

You may have built your mutual fund portfolio by now. But are you sure you don't have overlapping funds of a similar nature, or are you still invested in popular themes from the past? And it is not uncommon for asset allocation to go awry without the investor even noticing it. This is where our free portfolio review service comes in handy.

We not only identify the shortcomings in your mutual fund investments but also suggest executable steps to correct them, leading to better risk-adjusted returns in the long term. If this sounds like you, we're here to help. And the best part? It's completely free. Call, WhatsApp, email us, or create your free Wealthy account to avail this service.

AAA / AA-rated Fixed Deposits & Bonds

Debt instruments, such as highly rated Fixed Deposits (FDs) and Secured bonds issued periodically by reputable corporations and government agencies, play a critical role in an individual's overall investment portfolio. These instruments can add stability, reduce volatility, and are particularly suitable for maintaining a steady cash flow, instilling confidence, especially in the withdrawal stages of an investor's investment journey.

At Worthy Capitals, we offer a range of highly rated fixed deposits and bonds by premium companies and government bodies to give our clients a reasonably safe fixed income option that beats both inflation and bank FD rates. Most of our fixed-income products are AAA/AA-rated by Crisil or similar quality agencies. These investment instruments can act as standalone investment options for investor or complement their mutual fund investments. So if it strikes a chord with you, contact us to discuss it further..

PMS (Portfolio Management Services) is a premium investment solution for HNI clients seeking personalized, actively managed portfolios beyond traditional mutual funds. Unlike standard mutual funds, PMS offers customized strategies tailored to individual risk tolerance and financial goals, managed by experienced fund managers from top AMCs.

At Worthy Capitals, we provide access to PMS from 15 leading AMCs, catering to High Net Worth Individuals (HNIs). Our platform offers a diverse range of strategies—from growth-oriented equity to conservative hybrid approaches—ensuring transparency, direct ownership of securities, and regular performance reporting for complete control over your investments.

Portfolio Management Services (PMS)

Frequently Asked Questions

What is your investment philosophy?

Worthy Capitals is committed to disciplined, long-term investing as the optimal route to wealth creation. We construct diversified, risk-adjusted portfolios that align with each client’s investment objectives and time frame.

We place significant emphasis on maintaining appropriate sectoral and market capitalization diversification, and regularly oversee asset allocation for each client. Our primary goal is to uphold a portfolio that safeguards capital, manages volatility, and delivers consistent, risk-adjusted returns for our clients.

What services do you offer?

We offer mutual fund distribution, life and health insurance products, highly rated corporate fixed deposits, and bonds to our clients. For Interested HNI clients, we also provide Portfolio Management Services (PMS) too.

How can I start investing?

You can start by consulting our experts to create a personalized investment plan based on your financial goals.

What are your insurance offerings?

We offer a range of life and health insurance products to provide our clients with financial security and peace of mind.

More importantly, we actively help select the best life and health insurance product for each of our clients based on their specific needs and profile.

Are you licensed?

Yes, we are an AMFI-licensed mutual fund distributor in India (ARN-276810).

How do you ensure security?

We prioritize your financial security through careful investment strategies and comprehensive insurance products tailored to your needs.

Contact Us

Get in touch to secure your financial future with our investment and insurance solutions.