Your queries, answered in one place
Financial planning helps you align your money with your goals — whether it’s buying a house, funding your child’s education, building wealth, or securing retirement. Without planning, investments are scattered; with planning, they’re structured, efficient, and goal-driven.
Ant Vault is not just a distributor — we are certified financial advisors (NSE, AMFI, IRDA) with over 25 years of experience and 1000+ satisfied clients. Inspired by the discipline and foresight of ants, we ensure small, consistent steps lead to mammoth outcomes.
A mutual fund pools money from multiple investors and invests in a diversified basket of equities, bonds, or hybrid assets. It’s managed by professional fund managers, giving you the benefits of expertise, diversification, and growth.
We don’t just handpick funds — we analyze your goals, risk tolerance, and time horizon before recommending investments. With us, you get:
Mutual funds are market-linked, so they carry some risk. However, they’re structured to spread risk across asset classes. Over the long term, they’re one of the most effective ways to grow wealth.
PMS is designed for High Net-Worth Individuals (HNIs) looking for customized wealth management. If you want a portfolio tailored to your unique financial goals, PMS may be right for you.
As per SEBI regulations, the minimum investment is ₹50 lakhs.
Equities give you direct ownership in companies, offering wealth creation through capital appreciation and dividends. Ideal for long-term growth.
ETFs (Exchange Traded Funds) are baskets of securities that track indices, sectors, or asset classes. They’re low-cost, diversified, and traded like stocks on exchanges. Unlike individual equities, ETFs spread risk while providing exposure to markets.
We assess your goals, risk profile, and market trends to build a balanced portfolio of equities and ETFs — maximizing growth while managing volatility.
It’s a facility where you can borrow money by pledging your mutual fund units as collateral — without selling them. Your investments continue to grow while you get liquidity.
For short-term needs like business expansion, education fees, or emergencies — without disturbing your wealth-building journey.
NPS is a government-backed retirement savings scheme combining equity, debt, and government securities. It helps you accumulate a retirement corpus and offers tax benefits.
Yes, partial withdrawals are allowed after 3 years for specific purposes (education, medical, marriage, etc.), but full withdrawal is allowed only at retirement.
Life insurance ensures your family is financially secure if something happens to you. It covers loans, lifestyle needs, education costs, and retirement income for dependents.
A rule of thumb: 10–15 times your annual income + outstanding liabilities (like home loans). At Ant Vault, we help you calculate exact coverage based on your responsibilities.
Corporate health insurance often has limited coverage and ends when you leave your job. A personal plan ensures continuous protection for you and your family, even post-retirement.
It provides a lump sum payout on diagnosis of serious illnesses like cancer or heart disease. It helps cover treatment costs + income loss during recovery. Essential if there’s a family history of such illnesses.
We only deal with regulated, SEBI-approved products (Mutual Funds, PMS, Insurance, NPS). Our focus is on strategy, not speculation.
Absolutely! We design solutions for every life stage —