Ashutosh Group

Ashram Road, Ahmedabad - 380009

+91 9727716530

+91 9727716574

+91 9825395666

info@ashutoshgroup.co.in

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Call us today +123-4669-1234
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Call us today +91 9825395666
Enquiry Now

Ashram Road, Ahmedabad - 380009

info@ashutoshgroup.co.in

info@ashutoshgroup.co.in

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Mutual Fund Advisory

Ashutosh Group > Mutual Fund Advisory
Mutual Funds

Your Goals. Your Portfolio. Your Wealth Strategy.

Investing is not simply about choosing a mutual fund. It is about choosing the right investment strategy for your financial goals.

At Ashutosh Management Services LLP, we help investors make informed mutual fund decisions through a structured, research-oriented and goal-based approach.
From your first SIP to building and managing a substantial investment portfolio, we help you identify suitable investment opportunities, create a diversified portfolio and review it as your financial goals evolve.

Invest With a Strategy, Not Just a Scheme

With thousands of mutual fund schemes available across the market, choosing the right investment can often become overwhelming.
We simplify the process.
Our approach combines fund research, portfolio construction, asset allocation and ongoing monitoring to help create an investment strategy suited to your financial objectives and risk profile.

Our Approach is built around four principles

01

Understand

02

Select

03

Diversify

04

Review

We first understand where you want to go, then evaluate the appropriate investment options, construct a diversified portfolio and continuously review whether the strategy remains relevant.
Mutual Funds

Our Mutual Fund Services

Goal-Based Investing

Whether your objective is creating long-term wealth, planning for retirement, funding your child's education or achieving another financial milestone, we help structure investments around specific goals.
Your investments should have a purpose—and your portfolio should reflect it.

Lump Sum Investment Planning

When you have surplus capital, deciding when and where to invest can be just as important as deciding how much to invest.
We evaluate lump-sum investments within the context of your overall portfolio, asset allocation and investment horizon.

Ongoing Monitoring

Markets change. Fund strategies change. Your financial circumstances change.
That is why we believe portfolio management should be an ongoing process.
We monitor portfolios and review relevant factors such as fund performance, portfolio composition, risk, consistency and changes in investment strategy.

SIP Planning

A Systematic Investment Plan allows you to invest a predetermined amount at regular intervals.
We help you determine an appropriate SIP strategy based on your investment objectives, time horizon and financial capacity.

Portfolio Construction

Instead of selecting funds independently, we look at the portfolio as a whole. Our objective is to identify suitable combinations of funds and asset classes while avoiding unnecessary concentration and duplication.

Portfolio Review & Restructuring

Already investing in mutual funds?
Our portfolio review can help you understand:
  • What you own
  • Why you own it
  • How your investments overlap
  • Whether your asset allocation remains appropriate
  • Whether your portfolio matches your current risk profile
  • Whether your investments remain aligned with your financial goals
  • Where appropriate, we help restructure the portfolio to create a more coherent investment strategy.

Research Before Recommendation

Our fund evaluation goes beyond looking at the latest returns. Depending on the fund category, our research may consider:

Performance

Historical returns, consistency and performance across different market conditions.

Fund Management

Fund manager experience, investment philosophy and consistency of strategy.

Portfolio Quality

Underlying holdings, sector allocation, concentration and investment style.

Risk

Volatility, downside behaviour and risk-adjusted performance.

Cost & Structure

Expense ratio, AUM, exit load and other relevant scheme characteristics.

Portfolio Fit

Most importantly, how the fund complements the investor's existing portfolio.

We don't believe in chasing yesterday's winners.

We focus on finding investments that make sense for your portfolio and your long-term objectives.
Mutual Funds

Why Ashutosh Management Services LLP?

Research-Led

Our investment process is supported by structured analysis rather than decisions based solely on recent performance or market trends.

Personalized

Your portfolio is built around your goals, your risk profile and your investment horizon.

Diversification-Focused

We look beyond individual schemes and focus on how different investments work together within the portfolio.

Long-Term Orientation

We focus on disciplined investing and sustainable wealth creation rather than short-term market predictions.

Relationship-Driven

We believe wealth management is a long-term relationship—not a one-time transaction.

Your Wealth Deserves a Strategy

The objective isn't to own more mutual funds.
It is to own the right investments, in the right proportion, for the right reasons. Let us help you bring structure, discipline and clarity to your mutual fund investments.

Start Your Investment Journey

Book a Portfolio Review
Start a SIP
Speak to Our Investment Team
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Investment decisions should be made based on individual financial circumstances, investment objectives, risk tolerance and applicable regulations.