WHO WE ARE

We're here to help for your wealthy future.

ADS Fiduciary Wealth is an AMFI registered Mutual Fund Distribution firm established in 2024 with the intention of Distribute Right Investment products to Right customers and handhold them for achieving their financial goals and assist them for all financial and taxation needs.

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Our Services

We help our clients build their wealth through:

Mutual Funds

Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks, bonds, money market instruments, gold, silver and real estate investment trusts (REITs) etc.

PMS

Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management company, is an investment portfolio in stocks, fixed income,...

Alternative Investment

Alternative Investment Funds (AIFs) have emerged as a dynamic investment avenue, offering diversification and unique opportunities beyond traditional asset classes.

How ADS Fiduciary Wealth Services 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)

Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster

Step up the SIP annually

As your income increases annually you should increase your SIPs too. This not only helps you create a bigger corpus, it also helps you reach your goals earlier.

Difference is huge

Your SIP corpus can be 36% more in 20 years period. Example - 10% SIP Top up on Rs 10,000 monthly SIP in NIFTY 50 for 20 years period

Reach goals faster

Yes, through Top up SIP you can reach your goals earlier. Example - to reach a goal of Rs 1 Crore it takes 17 year through 10% SIP top up while it takes 20 years through regular SIP (assuming 12% return)

SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%

Let's Start Defining and Achieving Your Goals

Let's Set Your Goals

Dream Home

Wealth Creation

Retirement

Child's Education

Child's Wedding

Emergency

Check Your Risk Profile

We will ask you a set of questions to
get to know you!

Check Risk Profile

Our Latest Blog

Leveraging the PSU rally ...

Indian equities are one of the brighter corners of sunshine in the global markets. The Nifty 50 has surged by 29%, the Nifty ...

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Continued benefits of deb...

On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bill 2023, whereby she proposed that the long t...

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Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual fund facilities which offer solutions to diffe...

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Our Latest News

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The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the banking and fina ...

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To generate long-term capital appreciation / income by investing in companies that are adopting innovative themes and strategies. There is no assurance that the investment objective of ...

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