Mutual Fund Distributor in CITY NAME

What We Offer

Investing in any financial products without guidance of a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

Assessment

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

Execution

Implement the tailored solutions by transacting in all the recommended financial products on one single platform.

Tracking

Track your journey by reviewing and rebalancing your investments on a timely basis to make sure they are aligned with your financial needs.

About Us

At BetterLife Financial Services, we understand the unique challenges and opportunities faced by our customers when it comes to managing finances. Founded in 2017, our mission is to help Indians secure their financial future and support their loved ones through customized, effective, and practical financial assessment.

With a deep understanding of both Indian and global financial landscapes, we are your trusted partner in achieving peace of mind and long-term prosperity.

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Products We Provide For You

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.

Debt Funds
Equity Funds
Hybrid Funds
Solution Oriented Funds
Other Funds

Retirement Planning
Children Future Protection Planning
Estate Planning

Tax Planning
Wealth Management
Wealth Creation & Wealth Protection

Portfolio Management Services (PMS): A Tailored Approach to Wealth Management

Portfolio Management Services (PMS) have become a popular investment vehicle for high-net-worth individuals (HNIs) in India. This sophisticated approach to wealth management offers customised solutions tailored to specific financial goals, risk tolerance, and investment horizons.

Key Features of PMS:

Bespoke Portfolios: Unlike mutual funds, PMS allows for personalised portfolio construction, enabling investors to align their investments with their unique needs.
Expert Management: SEBI-registered portfolio managers oversee the investment process, leveraging their expertise to make informed decisions.
Higher Investment Threshold: A minimum investment of Rs. 50 Lakh is required, making PMS an HNI product.
Diverse Investment Options: PMS can encompass a range of asset classes, including equities, fixed income, and other securities.

By offering increased flexibility and individual attention, PMS empowers investors to take control of their financial future.

Types of Portfolio Management Services (PMS)

Portfolio Management Services (PMS) offer a range of investment strategies tailored to individual investor needs. Here are the three primary types of PMS:

Discretionary PMS
Non-discretionary PMS
Advisory PMS

Insurance refers to a contractual arrangement in which one party, i.e., the insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount in exchange for an adequate consideration called a premium.

The insured receives a contract called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured.