When Beyond Money began in 2014, the mutual fund industry’s Assets Under Management (AUM) stood at ₹10.96 trillion. Fast forward to today, and that number has surged to ₹67.26 trillion.
This remarkable sixfold growth tells a powerful story: more and more people are trusting mutual funds to grow their wealth. Why? Because they’re simple, accessible, and effective.
This growth is not just about numbers—it’s about how mutual funds have empowered individuals like you to achieve financial freedom, fulfill dreams, and create a secure future. Whether you’re planning for the short-term, medium-term, or long-term, mutual funds offer solutions tailored to every goal.
Because Your Money Should Work as Hard as You Do
You want your money to grow, but not at the cost of complexity or unnecessary risks. Mutual funds make investing straightforward and effective.
At Beyond Money, we simplify the process so you can focus on what matters most: your dreams. Here’s how we make it easy for you:
Your goals drive your investment strategy. Whether it’s creating financial security or funding life’s big milestones, we start with understanding what matters to you.
Based on your needs, timeline, and risk tolerance, we recommend a mix of funds that align with your aspirations.
We guide you at every step—choosing the right funds, tracking their performance, and adjusting as your life evolves.
As your priorities change, so do your investments. We ensure your portfolio stays aligned with your goals over time.
Your dreams deserve more than just effort—they deserve a plan. Mutual funds are a proven, flexible tool to help you achieve your goals and live life on your terms.
