8320813924 9824539636 Phone
digital.investment18@gmail.com Email

About Us

Welcome to Digital Investment believe that protection of your fund is prime job and its need to be addressed with lots of knowledge and proper planning.

Hence we follow a few (Four) step process of financial planning- Risk Profiling, Goal Planning, Portfolio structuring, and Portfolio tracking (Managing).We use a wide range of products to achieve the financial goals of our clients. We strongly recommend and use Mutual Funds in every clients portfolio creation due to its lot many advantage over other investment products Diversification, professional approach and steady growth.

Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals.

A reputed name for comprehensive financial advisory and product distribution services.

At Digital Investment our mission is to provide our client with the comprehensive, competent, customised and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that ads value to their quality of life and results in action able solutions.

At Digital Investment offer services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, Have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.


Digital Investment has tie-ups with all Asset Management Companies (AMCs) and all mutual funds schemes are part of the product. The customers have a single window access to any mutual fund product / scheme they would like to access. 
Clients of DI BSE star A/c service have access to all AMC products of direct. One can undertake transaction physical and online or through Call & Transact facility.

 

CLIENTS SERVICES

We understand that merely having a rich product basket is not enough for our valued clients.

What clients really need is a holistic platform for an entire family (or an organisation) to record, report & mange o comprehensive portfolio of holdings in to multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

CLIENT DESK

The client desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial/non- financial product, for an entire family or organisation the access to the Client Desk is given through an highly secured, unique login-id and password to every client.

The information inside the Desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not to make any entries. The Client Desk empowers you by keeping you updated and informed, anytime anywhere -through online access or through a mobile application.

Digital Investment E-Wealth A/c Service 
As a client of our DI E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – anytime, anywhere.

We offer easy transaction facility and few very unique services for mutual fund transactions in our DI E-Wealth A/c service, as given below.

  • Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
  • SIP and STP registration

What's more, we offer multiple modes of doing transactions as listed below...

  • Online Desk: Transact through online Desk
  • Phone: Call and transact through your phone

      Offline: Transact through physical instructions


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Features

Family Account

Access your family member's Portfolio
with one single login

Login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Login

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Login

Reports

View your current market value,
your profits & losses.

Login

Calculators

Calculate the amount of wealth
required for your goal

Login

Factsheet

Explore Mutual Fund schemes
and their performance

Login

Focused Funds

Check out our recommended funds
and invest into them

Login

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Login

 

Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

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. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index, or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.

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Contact Us

Phone

8320813924 9824539636
Email digital.investment18@gmail.com
Address: B Wing, Shop No.114, R K Casta Complex
Near Healing Touch Hospital Falshruti Nagar, Station Road
BHARUCH (392001) GUJARAT.
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