Are you still doing a Regular SIP ? What about a Step up SIP to reach your goals faster?
SIP of Rs 10,000 in NIFTY 50 Index with an annual top-up of 10%.
Welcome To Billfold Investment Services Pvt. Ltd.
With over 25 years of experience across diverse sectors, including pharmaceuticals, insurance, and wealth management, Kumar brings a comprehensive perspective to financial planning. His journey began in the financial industry, where he honed his sales and marketing skills. Building upon this foundation, seven years in the insurance industry provided him with a deep understanding of risk management and financial security.
We believe in fostering long-term relationships built on trust and transparency. By understanding our clients' unique financial aspirations, we craft personalized solutions that align with their goals. Let Billfold be your partner in achieving financial independence.
Our Services
How Billfold Investment Works in your Best Interest
Monthly Investment
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
Bank
₹ 22.36L
@3% Return
Fixed Deposit
₹ 34.82L
@6% Return
Gold
₹ 56.48L
@9% Return
Sensex
₹ 79.53L
@11% Return
Mutual Funds
₹ 1.14Cr
@15% Return
*Flexi Cap Category average returns for the last 10 - year period (As on 08/06/2023)
Let's start creating your Goals
Dream Home
Who doesn't want an abode of their own? Start planning based on when you want to own your sweet home.
Wealth Creation
Wealth creation means earning more. It is the most important part of financial planning.
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Retirement
Do not make the mistake of delaying your investments for this most important goal of your life.
Child's Education
The cost of higher education is increasing annually by more than 15%. It is important to plan your child's education well in advance.
Child's Wedding
By starting with a small SIP amount, you can benefit from the power of compounding to meet this goal.
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Emergency
This is the most important goal, but it is often ignored by most of us due to a lack of knowledge.
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Happy Clients Says
Guru has in-depth knowledge in investment and insurance. He has been advising us in financial planning and insurance which helped us to make right choice in planning and making our investment. I am happy to choose BILLFOLD WEALTH which has made the journey of investments smooth.
Gururaj has been advising me on my mutual fund investments for the better part of 10 years i.e. from 2009-2013 and 2019- now. Throughout the time that I have worked with him, Gururaj has always provided me with the required clarity and rationale for each of his suggestions when it comes to my mutual fund investments. The results have also been heartening with my mutual fund portfolio seeing market beating growths during this time. I would definitely recommend Gururaj as a financial advisor
The last 10 years of my association with you and Billfold have really benefited me and my family, providing an average return of 12 to 15%.
Your dedication and timely intervention in moving funds based on performance were immensely helpful and enabled us to achieve our goals. This could have only been possible through your constant and up-to-date knowledge, tracking the markets on a daily basis and advising your clients, of whom I am also one.
Keep up the good work.
Guru has been a trustworthy financial adviser and has a very deepknowledge regarding managing portfolios. I consider Guru as afriend rather than a service provider. His recommendationsregarding investements have always been correct
Our Latest Blogs
Leveraging the PSU rally to sustain...
Indian equities are one of the brighter corners of sunshine in the global markets. The Nifty 50 has surged by 29%, the Nifty Midcap 100 by 60%, and the Nifty Smallcap by 70% over FY23-24. The standout performer, however, has been the BSE PSU Index, which soared by a staggering 92%, particularly note...
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Continued benefits of debt funds an...
On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bill 2023, whereby she proposed that the long term capital gains tax benefit for non equity schemes be removed. As per the provisions of Income Tax Act before this amendment, long term capital gains (holding period of 36 m...
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How SWP and STP Taxation works...
Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual fund facilities which offer solutions to different investment needs. SWP provides fixed cash-flows to investors. STP enables investors to transfer fixed amounts at regular intervals (e.g. weekly, monthly, etc.) from one s...
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Our Latest News
360 ONE Mutual Fund Fund ...
The Investment Objective of the Scheme is to provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes. However, there is no assurance th ...
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Kotak Mahindra Mutual Fun...
The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on momentum theme, following an in-hou ...
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Kotak Mahindra Mutual Fun...
The investment objective of the scheme is to replicate the composition of the Nifty Alpha 50 Index and to generate returns that are commensurate with the performance of the Nifty Alpha ...
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AMC partners we work with
