Parpella Investment Plans

Establishing a Systematic Investment Plan (SIP) or opting for a one-time investment can be a significant step towards achieving your financial goals, and with personalized assistance from our experienced advisors, you can navigate this process with confidence and clarity. Our advisors are dedicated to understanding your unique financial situation and aspirations, ensuring that the investment strategy we recommend is tailored specifically to your needs.

When you engage with us, you have the opportunity to select from three distinct, goal-oriented investment plans designed to cater to varying time horizons and financial objectives.

Vision Plan (10+ years)

The Vision Plan is ideal for individuals who are looking to invest with a long-term perspective, typically spanning over ten years or more. This plan is designed for those who may be planning for significant life events, such as retirement, children's education, or purchasing a home. The longer investment horizon allows for a more aggressive growth strategy, potentially involving higher risk assets that can yield substantial returns over time. Our advisors will work closely with you to assess your risk tolerance and help you select the appropriate investment vehicles that align with your long-term goals.

Progress Plan (5–10 years)

For those who have a medium-term investment horizon, the Progress Plan is an excellent choice. This plan is suited for individuals who are aiming to achieve specific financial milestones within the next five to ten years. Whether you are saving for a major purchase, a wedding, or a significant travel experience, this plan takes into account your timeline and your willingness to accept certain levels of risk. Our advisors will guide you through the process of fund selection and asset allocation, ensuring that your investments are strategically positioned to grow over this period while also managing potential risks.

Stability Plan (3–5 years)

The Stability Plan is tailored for investors who prefer a shorter investment horizon of three to five years. This plan is particularly suitable for those who may be looking to preserve capital while still achieving some level of growth. It is ideal for individuals who are either preparing for imminent financial needs or who may have a lower risk tolerance. Our advisors will assist you in choosing conservative investment options that prioritize capital preservation, while still allowing for modest growth through carefully selected mutual funds.

Comprehensive Support

Regardless of the plan you choose, we provide comprehensive support throughout the investment process. This includes expert guidance on fund selection, where our advisors will help you identify the best mutual funds that align with your investment strategy and goals. We also focus on asset allocation, ensuring that your portfolio is diversified to mitigate risk while maximizing potential returns.

Additionally, our onboarding process is streamlined and efficient, utilizing standard mutual fund plans through the ARN code of SEBI-registered Mutual Fund Distributors associated with Parpella Wealth. This partnership ensures that you benefit from a wide range of investment options and professional oversight, allowing you to invest with confidence.

In conclusion, whether you are looking to establish a SIP or make a one-time investment, our personalized approach and comprehensive support will empower you to make informed decisions that align with your financial aspirations. Let us help you embark on your investment journey with clarity and purpose.

💡 A nominal booking fee of ₹499 is collected to engage with serious investors and ensure dedicated service.

✅ Includes: Understanding your goals & capital. Curated mutual fund plan with ideal weightages. Full KYC and investment setup. Lifetime support for tracking, reviews, and portfolio reallocations - at no extra cost. Invest with confidence, clarity, and a long-term plan - guided by the Parpella team.

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