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Investment Services
Investment Services
Invest smartly with expert, research-backed insights tailored to your goals.
At Canopy Wealth, we guide you through a wide range of investment options to help you grow, preserve, and draw income from your wealth. Our advisory is grounded in independent research, risk management, and your long-term financial well-being.
Informed investment choices
Diverse portfolio management
Education-driven approach
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Mutual Fund Portfolio Management
Our Mutual Fund Portfolio Management service simplifies investing, offering personalized strategies and continuous support for your financial growth.
Diversified portfolios across equity, debt, hybrid, and thematic funds
Tailored fund selection based on your financial goals and risk profile
Regular reviews and rebalancing to stay on track
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Equity & Debt Investment Strategies
Discover tailored investment strategies designed to meet your financial goals and empower your investment journey with expert guidance and support.
Strategic asset allocation across direct equity, bonds, and fixed income instruments
Tactical sector rotation, blue-chip investments, and conservative debt products
Ideal for long-term growth and capital protection
SIP (Systematic Investment Plan) Planning
Our SIP planning services empower you to make informed investment decisions, ensuring a secure financial future tailored to your unique goals and aspirations.
Build wealth through disciplined, regular investing
Ideal for long-term goals like education, retirement, or buying a home
Smart SIP strategies: step-up SIPs, goal-linked SIPs, and staggered investing
SWP & Monthly Income Solutions
Systematic Withdrawal Plans (SWP) to generate monthly cash flows
Designed for retirees, homemakers, and investors needing regular income
Tax-efficient withdrawals from mutual fund investments
Monthly income plans (MIPs) from debt and hybrid funds for stability and liquidity
Tax-Efficient Investment Options
ELSS funds for 80C tax benefits
Capital gains tax planning through optimal asset selection
Investment structuring for post-tax efficiency
Direct Equity - Open an account ( Demat & Trading)
Stock portfolio design based on detailed research and analysis
Technical and fundamental details
Sectoral allocation, market timing, and performance tracking
Get Financial Guidance
Fill out the form to receive personalized financial advice tailored to your goals and needs.
