MGL Wealth IQ Private Limited

About Us

MGL Wealth IQ unlocks your wealth potential to provide financial freedom and a secured future for you and your loved ones.

Vision

To start, expand, grow and rise together with our investors.

Mission

To be the wealth creator of every Indian.

Value

Our investments are driven by fundamental research with a medium to long term view. We believe that, investment reflects its intrinsic value over medium to long term time.

Leading Team

Dhaval M Lukka

CA, B.com

A proud fellow member of the Institute of Chartered Accountants of India (ICAI) and a graduate from Jai Hind College of Commerce and Economics, Mumbai. With 11 years of invaluable experience in the finance domain at HDFC Limited, he bid adieu to the company being in the vice-presidential grade to follow his dreams in the professional career.

Surbhi Dhaval Lukka

Inter CA, B.com

She is a finance expert with over 11 years of experience in Accounts, Taxation and Audit. She is also a Qualified AMFI Mutual Fund Distributor and a proud graduate of Narsee Monjee college (NM -Vile Parle, Mumbai), dedicated to provide the best business solutions and financial services to the investors.

Services

Mutual Funds

Pool investors' money to purchase a diversified portfolio of securities managed by professional fund managers.

Loans

Borrowed sums of money that individuals or businesses repay over time, typically with interest.

PMS

Personalized investment management where professionals manage a portfolio to meet specific investment objectives.

AIF

Innovative investment solutions offering unique strategies like private equity, real estate, and hedge funds for sophisticated investors.

FD

Investment instruments where money is deposited for a fixed tenure at a predetermined interest rate, offering assured returns.

Insurance

Financial products providing coverage and protection with fixed returns for a set period.

Tax Consultancy

Expert advice on tax planning, compliance, and optimization to help manage tax liabilities effectively.

Project Finance

Funding for large-scale projects through a mix of debt and equity, where the project's cash flow and assets are used as collateral.

Features

Financial Calculators

Download Forms

Useful Links

Power of SIP

Goal Based Investment

Upcoming NFO

Frequently Asked Questions

What is a Mutual Fund?

A mutual fund is a type of investment vehicle that pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. Managed by professional fund managers, mutual funds offer investors an opportunity to diversify their investments and potentially achieve higher returns.

Why should I invest in mutual funds?

Investing in mutual funds allows you to benefit from professional management and diversification. They are suitable for both novice and experienced investors, offering a range of options to match different risk tolerances and investment goals. Mutual funds provide an accessible way to invest in a diversified portfolio without needing to pick individual securities.

What are the types of mutual funds?

There are several types of mutual funds, including:

Equity Funds: Invest primarily in stocks and aim for capital growth.
Bond Funds: Invest in bonds and aim for income and stability.
Money Market Funds: Invest in short-term, low-risk securities and aim for safety and liquidity.
Balanced Funds: Invest in a mix of stocks and bonds to balance risk and return.
Index Funds: Aim to replicate the performance of a specific index, such as the S&P 500.