Empowering Your Wealth Journey with Mutual Funds

At PATH TO WEALTH, we are committed to delivering outcome-driven investment strategies that help our clients build sustainable wealth. Guided by our core philosophy, "OUTCOME MATTERS," we go beyond conventional mutual fund recommendations by leveraging Business Intelligence, AI-powered analytics, and data-driven decision-making to maximize financial success.

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How Path to Wealth 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

Every step of life has a specific monetary goal attached to it. You have to maneuver the steering wheel at the right time to reach them in time. We will help you plan to get you where you want to be.

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%

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