9637700224 Phone
ce@comparteinvest.com Email

About Us

We, Comparte Capital Investment, are a Pune based company into Investment Advisory Services in Mutual Fund and Equities that offers a wide range of financial and wealth generation ideas and solutions to both individuals and institutions. If you would like to know everything about mutual funds and look for a better investment strategy, you are in the right place. Whether you are a novice investor or a seasoned one look for high-impact ideas, we can help you to make the right decision for wealth creation.

We aim to help investors to create long-term and short-term wealth through mutual fund and equity based investment. Our expert advisors help you to understand your financial objectives and choose the right plans to fulfill your dreams.          .

As an investor, you can approach us to do asset allocation, choose the best fund to invest as per your time horizon, and when you have surplus funds. You can also seek help from us to track your investment and keep them updated on the progress. Our ideas, solutions, insights, and analyses help investors to make sound investment decisions.

We have the mission of providing expert financial advice affordable to everybody, irrespective of their wealth status. Our expert advisors help investors to reach their financial goals by selecting the best mutual fund and equities, whether it is short-term or long-term Investments, through SIP, or tax-saving instruments.

With an in-depth knowledge of mutual funds and its distribution, we offer high-quality advice and solutions to our clients in different areas like its investment, sales, marketing, and business development.

View More

Features

Family Account

Access your family member's Portfolio
with one single login

Login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Login

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Login

Reports

View your current market value,
your profits & losses.

Login

Calculators

Calculate the amount of wealth
required for your goal

Login

Factsheet

Explore Mutual Fund schemes
and their performance

Login

Focused Funds

Check out our recommended funds
and invest into them

Login

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Login

 

Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

What is Mutual Fund in India

Mutual Fund is a vehicle that investing money for their investors with a common objective, but do you know the importance of mutual funds in India? It is a regulated industry in the country with a long history.  Many investors find it an ideal way to gain access to financial markets and increase their potential returns. For this reason, the importance of mutual funds is growing in India. But do you think mutual funds 'Sahi Hai'?

The popularity of mutual fund schemes has been growing in India because of the host of benefits that it offers.  Convenience is the most attractive feature of this investment option. You can get access to a wide range of the financial market by investing in a single fund. An investor with a diversified typical equity fund can spread out his money across many stocks. Even it allows him to invest a part of his fund also in fixed income securities.

With different types like Equity funds, Debt funds, Money Market funds, Hybrid funds, open-end funds, closed-end funds, growth funds, income funds, liquid funds, pension funds, and fixed maturity funds, mutual funds are easy to invest in India. Professional fund management is another attraction of this investment option. Choose its investment route named 'systematic investment plan' or SIP, and invest a fixed amount of money every month to a scheme of mutual funds to generate wealth and reach your financial goals.

View More

Market Views

Please click here for Monthly Equity & Debt Outlook Presentation – July 2020

·       Nifty (up +7.5%) finally decoupled from the US markets (S&P up only +1.8%) and outperformed during June.

 

·       Despite the headwinds, Indian markets continued to rise due to high foreign inflows (+$2.5bn, highest monthly inflows in 2020) and marginal domestic institutional buying (+$0.3bn). In sectorial trends, all sectors were up v/s May with Realty and Banks at the top.

 

·       After the border clash with China led to 20 Indian casualties, the Indian forces deployed along the 3500-km border were given “full freedom” to counter any aggressive Chinese behavior . Later both countries, however, agreed on a “step-wise mutual disengagement” from areas of friction in Ladakh averting further escalation. 

 

·       IMF projected a deeper 4.5% contraction (vs -1.9% in April) for India in FY21 citing a longer lockdown period and slower than anticipated recovery. FY22 growth forecasted at +6% vs +7.4% earlier.

 

·       Moody’s downgraded India’s rating to Baa3, last level of investment grade rating, while keeping outlook as negative. whereas Fitch reaffirmed BBB- rating but changed the outlook to negative. S&P retained BBB- rating with a stable outlook. 

 

·       The gross GST revenue collected in the month of June, 2020 is Rs 90,917 crore.

 

·       The India Manufacturing Purchasing Managers Index (PMI) edged up to 47.2 in June, compared with 30.8 in May.

 

·       May merchandise trade deficit narrowed to a decade low $3.2bn on weak crude and faster recovery in exports vs imports.

 

·       RBI’s FX reserves hit a record $500bn on portfolio inflows and lower trade deficit.

  • India Inc over the last 3 years has seen multiple shocks – from demonetisation to key reforms like GST, RERA etc. to credit freeze in aftermath of wholesale NBFC unable to get access to credit to current lockdown amidst the global supply and demand shock unleashed by Coronavirus. In the long journey of corporate India, these events almost seems like a big RESET button. A call to significantly change business practices, realign key business priorities in a changing landscape and massive consolidation across sectors.

 

  • ·       Covid19 – while initial impact was localised to Chinese economy and therefore the supply shock given large export from China, the spread of virus globally now risks creating a demand shock as well. While global coordination of policy makers and containment of virus and improvement in drugs to counter will reduce the longer term impacts of this shock, near-term demand and supply chains remain frozen amidst a significant drop in economic activity. We are slowly emerging from lockdown to phases of ‘unlocking’ the economy.

 

  • ·       While Indian government & RBI have announced few measures, we expect more measures to be announced given the unprecedented nature of events led by Covid 19. Amidst this uncertainty, Indian equities have seen large up and down moves in recent months.

 

  • ·       While near term uncertainty induces volatility in asset prices, in the long run, wealth creation in equities is a function as how businesses can profitably grow over their cost of capital sustainably. Given the long-range of reforms introduced as well as likely relief measures by government & RBI, we believe longer-term prospects of Indian equities is quite encouraging and we would advise investors to benefit from such induced volatility.

 

  • ·       Time in the market is more important than timing the market - recently, markets volatility has moved up and investors can benefit from this volatility by focusing on disciplined investing and asset allocation.

·                India FY 21 Q4 GDP numbers came in at 3.1%, dragging the full year growth at 4.2%. While the Q4 GDP was slightly higher than expectations, all previous GDP figures for FY 20 were revised downward between 4-7 basis points.

 

·                The government also came up with its increased borrowing plan for FY 21 in the month of May revised to Rs. 12 lakh crore from 7.8 lakh crore, taking the weekly borrowing to Rs. 30000 crore. However as the economy is in Risk off mode with low credit off take, the increased demand for government bonds has kept the yields anchored.

 

 

·                Shortly after the increased the Finance minister announced the “Aatmanirbhar” economic relief package of Rs 20 lakh crore.

 

·                We saw unprecedented swing in the OIL markets, the oil trading in the range of 20 to 37 dollars a barrel. Overall lower OIL and commodity prices in generally beneficial for the country. The slowdown in demand has helped to lower the trade deficit that could eventually lead to a rare surplus in current account.

 

 

·                On 22nd May the RBI Governor cut the policy rate by 40 basis points, taking the repo rate to 4%. This is the second unscheduled rate cut given by the Reserve Bank.

An overview of last week's market. #KMFMarketRoundUp (3rd July 2020 - 10th July 2020)
13/07/2020 08:06:21
Equity Market Outlook - July 2020 by Ms. Shibani Kurian - Head Of Research and Equity Fund Manager
06/07/2020 11:41:33
Monthly Debt Market Outlook- July 2020 by Ms. Lakshmi Iyer, CIO (Debt) and Head Products
06/07/2020 11:35:16
 

Contact Us

Phone

9637700224
Email ce@comparteinvest.com
Address: A/102, Amar Geet
Sholapur Road, Next to Villoo Poonawalla Hospital
Hadapsar, Pune-411028