SIP or lump sum — we help you choose the right mix of equity, debt and hybrid funds to match your financial timeline and risk appetite.
Mutual funds pool money from many investors and are professionally managed across equity, debt, hybrid and other asset classes. They remain one of the most accessible ways for salaried families in Lucknow to participate in long-term wealth creation without needing to track individual stocks.
At AD Investments, we don't push a one-size-fits-all fund list. We look at your income, goals, time horizon and comfort with volatility before recommending a portfolio — and we stay with you to review and rebalance it as your life changes.
Every fund we recommend is tied to a specific goal — retirement, a child's education, a home down payment — not a random tip.
Start a Systematic Investment Plan from as little as a few thousand rupees a month and build wealth through market cycles.
A blend of equity, debt and hybrid schemes calibrated to how much volatility you can actually sleep through.
We track fund performance and rebalance your portfolio periodically, not just at the time of purchase.
Fund selection accounts for capital gains tax treatment and ELSS options where relevant to your tax planning.
We service Regular Plans, which means ongoing hand-holding, statements support and query resolution at no extra cost to you.
"AD Investments helped me start my first SIP 6 years ago. Today my portfolio has grown beyond what I ever imagined. They feel like family."
Talk to us for free. No commitments. We'll review your financial situation and show you exactly how to move forward — step by step.
Risk Factors — Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
SEBI | AMFI | SID/SAI/KIM