A common pool of money into which investors place their contributions to be invested in accordance with a stated objective. The ownership of the fund is joint or mutual.The fund belongs to all investors Ownership is proportionate to contribution made by one. Mutual Fund gives small or individual investors access to diversified, professionally managed portfolios at low price.

Investment strategies

​One time investment also called lump sum investment is one of the modes of investment in mutual funds. It is for investors who wish to invest large amount at once rather than investing on regular intervals

Why one time investment?
  • Large unit of allotments
  • Wealth Application

Systematic Investment Plan, commonly referred to as an SIP allows creating wealth for long term with small fixed amounts on a regular basis in a mutual fund scheme and helps you to bring closer to your financial goals.

Why SIP?

  • You can start with minimum investments as low as Rs. 500 per month
  • Makes you a disciplined investor
  • Power of compounding makes your money grow
  • Helps in averaging your purchase cost
Systematic Transfer Plan (STP) is a plan that allows an investor to periodically transfer a certain amount / switch (redeem) certain units from one scheme and invest in another scheme of the same mutual fund house or AMC with a proper consent to ongoing mutual fund scheme.

Why STP?
  • Reshuffling/ rebalancing the portfolio
  • Helps in averaging your cost
Systematic Withdrawal Plan (SWP) also called regular withdrawal plan (RWP) helps an investor to withdraw a specific amount of money/units from the fund at pre defined time. It helps the investor to use the same money as a regular source of income or they can use the same sum of money as reinvestment.

Why SWP?
  • Tax benefit
  • Regular Income
  • Avoids market volatility

Mutual Funds are subject to market regulations that ensures accountability and fairness to investors. It provides liquidity and diversification in portfolio with minimal investment requirements. Venus Tradex assists and advice clients to achieve their financial goal. We understand the investor’s risk profile and recommend products suitable for his need. We help our prospective investors to understand how any investment fit in their overall financial plan. A lot of research goes into tracking best investment option across sectors and markets, and we help our investors by our research and advice in optimizing portfolio and minimize the risk. We provide combination of improves technology and expert research advises to track your financial goals, manage portfolio, generate reports and much more.



  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

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