Chartered Accountant
Company Secretary
Are you looking for a reliable SIP advisor near you? At AMM & Associates, we specialize in SIP consultancy services, helping you make smart investment decisions through Systematic Investment Plans (SIPs). Whether you’re a first-time investor or an experienced one, our expert guidance ensures your investments align with your financial goals.
A SIP advisor is a certified financial expert who helps you plan and manage your mutual fund investments. At AMM & Associates, our SIP advisors analyze your financial goals, risk tolerance, and time horizon to recommend suitable mutual funds. We also assist with documentation, account setup, and ongoing portfolio monitoring.
At AMM & Associates, we don’t just offer SIP advice—we provide end-to-end financial solutions. From company registration to GST services and tax planning, we ensure your business and personal finances are always compliant and optimized. Explore our GST registration services or learn about our company registration services to see how we can assist your growth.
| Feature | SIP | Fixed Deposit | Stock Market |
|---|---|---|---|
|
Risk Level |
Low to Moderate |
Low |
High |
|
Returns |
Moderate to High (Market-Linked) |
Fixed |
High (Market-Dependent) |
|
Liquidity |
High |
Moderate |
High |
|
Tax Benefits |
Yes (ELSS Funds) |
No |
No |
Step 1: Schedule a free consultation with our SIP advisors at AMM & Associates.
Step 2: Define your financial goals—retirement, child education, or wealth creation.
Step 3: Choose the right mutual funds with our expert guidance.
Step 4: Complete the registration and documentation process.
Step 5: Start investing and track performance regularly.
The 7-5-3-1 rule in SIP (Systematic Investment Plan) suggests investing for 7 years for equity funds, 5 years for balanced funds, 3 years for debt funds, and 1 year for liquid funds to maximize returns and minimize risks based on investment duration.
SIP agents typically earn a commission of 0.5% to 1.5% per year on the investment amount, depending on the mutual fund scheme and asset management company (AMC). This commission is paid as a trail fee for managing and retaining investments.
Yes, you can stop or withdraw from your SIP anytime. However, exit load charges or tax implications may apply, depending on the fund and holding period.
Yes, you can sell your SIP anytime. However, exit load and capital gains tax may apply based on the investment tenure and type of fund.
Good and fast service easy to going, well in approach, deepth knowledge of gst and various taxations.
I have had a short but effective encounter with Mr. Arora's rich experience and personal care of my finances. He isn't compelled by personal gain or constrained circumstances. His maturity and experience puts the client to confident rest and as expected delivers a mutually beneficial outcome. It was a relief to find a chartered accountant of his Calibre.
Mr. Arora is one of the most professional and respectable people I have come across. He solves all my tax and accounting woes with his immense knowledge and expertise of the area. Integrity, confidentiality, and commitment to time are only a few of the many such attributes that make working with him a pleasant experience.
Mr Arora is a through professionnal who thinks beyond his mandate and has on many an occassion offered advise that has been insightful and helpful. I have known him for nearly a decade, an unassuming gentleman with knowledege on a wide range of topics be it accounting, compliance in direct ad indirect tax, real estate, regulatory and much more. He is also a very good sounding board for issues that pertain to business operations / processes and he takes time out to listen, understand and present advise that is based on facts.
Ready to secure your financial future? At AMM & Associates, we make SIP investments simple, transparent, and result-oriented. Whether you’re looking for SIP advice, tax planning, or business registration, we’ve got you covered.
Call us at +91 9312837129
Email us at marora_mail@yahoo.com
Visit our website
Schedule a free consultation today and let our experts guide you towards smarter financial decisions!
