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About Us

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About Us

At R N KUTUMB, we strive to transform lives through exceptional financial services. As a trusted name in the industry, we understand that each individual and business has unique financial goals and challenges.

We specialize in providing personalized Mutual Fund solutions tailored to your needs, helping you build wealth steadily and securely.

Our vision is to become the most reliable financial consultancy, dedicated to guiding clients towards lasting financial freedom with honesty and customized support.

Our mission is to navigate our clients through their financial journey by offering comprehensive, goal-oriented advice and services designed to empower their growth.

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We aim to empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our client's welfare above everything else.

Mutual Fund Terminologies – FAQs

SIP (Systematic Investment Plan) is a disciplined way of investing in mutual funds by investing a fixed amount regularly (monthly/quarterly). It helps in rupee cost averaging and building wealth over time.

STP (Systematic Transfer Plan) allows investors to transfer a fixed amount from one mutual fund scheme to another at regular intervals. Often used to move from debt to equity funds gradually.

SWP (Systematic Withdrawal Plan) enables investors to withdraw a fixed sum from their investment at regular intervals. It is used for generating regular income post-retirement or otherwise.

ELSS (Equity Linked Savings Scheme) is a tax-saving mutual fund that qualifies for deduction under Section 80C. It has a lock-in period of 3 years and invests primarily in equities.

NAV (Net Asset Value) is the per-unit price of a mutual fund. It is calculated by dividing the total value of the fund's assets by the number of outstanding units.

Expense Ratio is the annual fee charged by the mutual fund company to manage your investment. It includes administrative and fund management costs.

AUM (Assets Under Management) refers to the total market value of assets that a mutual fund manages on behalf of investors.

In Growth option, profits are reinvested and no payouts are made. In Dividend option, profits are paid out to investors at intervals.

A riskometer is a tool introduced by SEBI to help investors understand the level of risk involved in a mutual fund scheme – ranging from low to high risk.

It is the minimum time period during which an investor cannot redeem the investment. ELSS has a lock-in of 3 years.
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