Mutual Funds
Smart Investing for a Secure Future
At Savitr Investments, we don’t just invest your money— we help you plan your future. Whether it’s retirement, your child’s education, or buying a home, we create customized investment plans using Mutual Funds and our Guaranteed Income Plans to give you growth + security.
How We Help (With Real-Life Examples)
Retirement Planning
Live stress-free after 60
Example:
Sunil, 35, wanted a ₹1 crore retirement fund by 60. We helped him start a ₹15,000 per month SIP in Equity Mutual Funds. With expected 12% returns, he is on track to reach his goal while also adding a Guaranteed Income Plan to ensure a fixed monthly pension of ₹40,000 after retirement.
Child’s Education
Secure your child’s future
Example:
Dream Home
Save smartly for your down payment
Example:
Rahul planned to buy a home worth ₹80 lakh in 7 years. We advised him to invest ₹20,000 per month in Mutual Funds. At 10-12% returns, he will accumulate his target of ₹25 lakh for the down payment, while also using our Guaranteed Income Plan to secure his EMI payments.
Why Choose Savitr for Mutual Fund Investments?
- Goal-Based Planning – Retirement, kids’ education, home buying—we plan it all for you.
- Growth + Security – We combine Mutual Funds for returns + Guaranteed Plans for stability.
- Flexible & Affordable – Start with just ₹500 per month (SIP).
- Higher Returns – Potential to earn 12-18% per year in the long run.
- Tax Benefits – Save taxes up to ₹46,800 per year under ELSS Funds.
Want to grow your wealth while securing your future?
- A lumpsum investment refers to a one-time investment in a particular scheme for a specific duration.
- SIP is a more systematic approach wherein a smaller amount is invested in a plan every month.
