FAQ
Find answers to common questions about our services, investment approach, and how we can help you achieve your financial goals
We provide:
Yes. Through GIFT City and our partners, we offer access to global funds, ETFs, bonds, and multi-market strategies in multiple currencies.
GIFT City (Gujarat International Finance Tec-City) is India’s first International Financial Services Centre (IFSC) – a hub for cross-border investments and global financial products.
Key benefits include:
GIFT City investments are processed offline at present. We coordinate all documentation, complete due diligence, and maintain records securely in our internal portfolio management software.
It is our approach to building portfolios around your life stage, goals, and values — not just market trends. For Indian mutual funds, we provide online model portfolios tailored to your profile, so you can visualise your strategy before investing.
We conduct structured reviews at least annually, and more frequently if market conditions or your life goals change. For Indian mutual funds, reviews can be done digitally. For GIFT City investments, updates are shared directly.
Yes. Clients receive periodic updates on macro trends, currency movements, and sector outlooks to help you stay informed.
We provide step-by-step guidance for online KYC updates so you can continue investing without delays.
Yes. We coordinate investment strategies with reputed tax advisors to optimise for tax efficiency in line with your residency status and portfolio objectives.
Disclaimer: We do not provide tax advice. Please consult your own professional tax advisor for guidance specific to your situation.
A professionally managed pool of investments in stocks, bonds, or other assets, designed to meet specific objectives.
A customised investment service for high-net-worth investors, where a professional portfolio manager makes investment decisions on your behalf. (Minimum: ₹50 lakh)
Category III AIFs are privately pooled investment vehicles for sophisticated investors that use advanced strategies—including derivatives, arbitrage, and leverage—to seek absolute returns, typically suited for those with higher risk appetite and adequate investment experience. (Minimum: ₹1 crore)
A SEBI-regulated fund category offering advanced strategies for sophisticated investors, bridging mutual funds and PMS. (Minimum: ₹10 lakh; upcoming soon)
Exchange-Traded Funds backed by physical gold or silver. They allow investors to gain exposure to precious metals without the need to store them physically, and they trade like stocks on an exchange.
The process of dividing your investments across asset classes (equity, debt, gold, etc.) to balance risk and return.
An evaluation of your capacity and comfort level for investment risk, used to create a suitable investment plan.
SIP allows investors to invest a fixed amount at regular intervals in mutual funds, benefiting from rupee-cost averaging and compounding over time.
Example: For younger, emerging investors, a ₹10,000 monthly SIP over 15 years can grow significantly, helping build long-term wealth.
SWP allows investors to withdraw a fixed amount from their mutual fund investments at regular intervals, providing a steady income stream.
Example: At retirement, SWP can ensure a predictable monthly income while keeping the balance invested for potential growth.
STP allows regular transfer of a fixed amount from one mutual fund scheme to another, typically from debt to equity or vice versa.
Example: During market volatility, an STP from debt to equity can help phase investments, reducing timing risk.
No. For mutual funds, all costs are built into the fund’s management fees and reflected in the NAV. PMS, AIF, and SIF fees are disclosed upfront before you invest.
Email us at connect@tatvaglobalwealth.com or fill out our Contact Form. We shall schedule a discovery session to begin your journey.
You can visit the Association of Mutual Funds in India (AMFI) website to see a full list of Asset Management Companies, their addresses, phone numbers, and investor helplines.
🔗 www.amfiindia.com → About Mutual Funds → AMCs Contact Details
Your investments remain safe with the AMC even if your distributor is unavailable. You can continue directly with the AMC or choose to assign another registered distributor by submitting a simple request form.
Disclaimer:
Tatva Global Wealth is an AMFI-registered mutual fund distributor. Investments in securities are subject to market risks, including the possible loss of principal. Please read all scheme-related documents carefully before investing. Past performance does not guarantee future returns.
The information provided in these FAQs is for general guidance and may change without prior notice. Product features, tax treatment, and regulations are subject to amendments by the relevant authorities. For the latest contact details of all Asset Management Companies (AMCs), please visit www.amfiindia.com
