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Wealth Fund

Enhanced returns. Capital safety.

Perfect balance for the smart investor.








Fund Overview

A more aggressive alternative to the Money Market Fund, the Wealth Fund invests in a diversified portfolio of high-yield interest-bearing instruments with controlled risk.


Key Features

  • Low to moderate risk
  • Tenure-based placements (6 or 12 months)
  • Yield enhancement over standard MMFs
  • Managed with a risk-control framework

Who It’s For

Who It’s For:
✔ Intermediate investors
✔ Those seeking higher returns with some liquidity
✔ Individuals planning for 6–12 month goals

Benefits:

  • Better yields than MMF
  • Structured placement options
  • Capital preservation focus

Risks & Considerations:

  • Limited liquidity due to fixed terms
  • Returns vary by market yield levels

Let’s Talk. Let’s Plan. Let’s Grow — with the Wealth Fund.

Looking for Better Returns Without Taking Big Risks?
The Wealth Fund offers a smart middle ground between growth and safety.

📊 Invest in the Wealth Fund– Make your money work harder over 6–12 months
🤝
Speak to an Advisor – Let’s build a strategy that fits your goals and risk profile