top of page

Systematic Investments

Systematic investments are ideal for those looking to achieve long-term financial goals such as retirement, education, or purchasing a home. They help in averaging out market volatility and minimizing risks.

Reading a Newspaper
Worker with Ladder

Grow Your Vision

We're here to help you grow your vision into reality. Our tailored financial solutions and expert guidance are designed to empower your journey toward success. Explore our services and discover how we can support your goals.

Desk

Features

Effortless Financing, Exclusively Yours

01

Access to Global Markets: Invest in international equities to diversify your portfolio globally and tap into opportunities in emerging and developed markets.

02

Diversification: Access a diversified portfolio of equities across various sectors and industries, reducing the risk associated with investing in individual stocks.

03

Liquidity: Systematic investments can be easily bought with less than 100 INR per month, providing you with the flexibility to manage your portfolio as needed.

04

Regular Portfolio Updates: Stay informed about your investments with regular updates on the performance of your equity portfolio, ensuring transparency and control.

pexels-shvets-production-8933718.jpg

We help to make your dreams a reality

Transforming aspirations into achievements, we are here to help make your dreams a reality. Explore our tailored financial solutions designed to support your journey toward success.

Modern Architecture

Types of Systematic Investments

1. Equity Systematic Investment Plan (Equity SIP)

An Equity SIP allows you to invest regularly in equity mutual funds, which are focused on stocks of various companies. This plan is ideal for long-term investors seeking capital appreciation through exposure to the stock market.
 

2. Debt Systematic Investment Plan (Debt SIP)

A Debt SIP involves regular investments in debt mutual funds, which invest in fixed-income securities like government bonds and corporate debt. It is suited for conservative investors looking for stability and steady returns.
 

3. Hybrid Systematic Investment Plan (Hybrid SIP)

A Hybrid SIP offers a balanced investment approach by allocating funds to both equity and debt instruments. It provides a moderate risk profile, making it suitable for investors seeking both growth and income.
 

4. Index Fund Systematic Investment Plan (Index Fund SIP)

An Index Fund SIP invests in mutual funds that mirror the performance of a specific market index, such as the Nifty 50. This type of SIP is ideal for investors who want to track market performance with lower management costs.
 

5. Thematic/ Sectoral Systematic Investment Plan (Thematic/ Sectoral SIP)

A Thematic or Sectoral SIP focuses on investing in funds concentrated in specific sectors or themes, like technology or healthcare. It is designed for investors with strong convictions about the potential of particular industries.
 

6. Tax-Saving Systematic Investment Plan (ELSS SIP)

A Tax-Saving SIP, also known as ELSS, allows you to invest in equity-linked savings schemes that offer tax benefits under Section 80C of the Income Tax Act. This plan is ideal for investors looking to save on taxes while building wealth.
 

7. Goal-Based Systematic Investment Plan (Goal-Based SIP)

A Goal-Based SIP is tailored to help you achieve specific financial goals, such as retirement, education, or buying a home. Investments are structured according to your timeline and risk appetite, ensuring progress towards your objectives.
 

8. Liquid Systematic Investment Plan (Liquid SIP)

A Liquid SIP involves investments in liquid mutual funds, which are primarily invested in short-term money market instruments. It is perfect for investors needing high liquidity and low risk, making it ideal for short-term goals or emergency funds.

AXIS UNICORN | YOUR PROSPERITY IS OUR PRIORITY

At Axis Unicorn, we blend refined financial acumen with an unwavering commitment to independence. As a distinguished finance company, we craft bespoke loan and insurance solutions, unencumbered by corporate constraints. Guided by discretion and meticulous attention to detail, we curate a financial journey that is as sophisticated as it is seamless, empowering you to realize your aspirations with grace and precision.

QUICK LINKS

STAY IN TOUCH

Stay informed with curated insights, exclusive opportunities, and more – tailored just for you at Axis Unicorn

📞 +919068649801

bottom of page