Mutual Funds
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management. Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyze the market and select the best investment opportunities.
About
A mutual fund pools money from investors to buy a diversified mix of equities, debt, or other instruments—managed by experts to align with your objective.
- Diversification reduces risk
- Professional fund management
- Liquidity and flexibility
- Tax-saving benefits
Other Services
Mutual Fund Investment Facilitation
- Assistance with investing in mutual fund schemes across leading AMCs
- Support for lump-sum and SIP investments
- Execution of transactions through SEBI-registered platforms (e.g., BSE StarMF / NSE NMF II)
- End-to-end digital processing for quick and secure transactions
Systematic Investment Planning (SIP)
• Facilitation on setting up and managing SIPs
• Support for SIP top-up, modification, and cancellation
• Tracking SIP performance and continuity for disciplined investing
Account, Onboarding & KYC Assistance
• Help with KYC registration and updates for both resident and NRI investors
• Assistance with PAN linking, FATCA declaration, and other compliance requirements
• Paperless and Video KYC onboarding for new investors — fast, secure, and fully digital
• Support for e-sign, e-mandate, and online account activation
• Simplified onboarding process for NRIs with NRE/NRO accounts
Portfolio Tracking and Reporting
• Access to consolidated portfolio statements
• Transaction and capital gains reports for easy tax filing
• NAV tracking and performance monitoring tools for transparency (Note: We provide tracking and reporting support, not investment advice or portfolio management.)
Investor Awareness & Education
• Articles and guides on mutual fund concepts and benefits
• SIP and goal calculators for better planning (non-advisory)
• Educational videos and market insights for informed investing
• Investor awareness initiatives as per AMFI’s “Mutual Funds Sahi Hai” campaign
Digital Investment Support
• 100% online investment process — no paperwork needed
• Secure online platform for mutual fund transactions
• Mobile-friendly dashboard for easy tracking and transactions
• Support for digital mandate (e-NACH) and auto-debit setup
NRI Investment Assistance
• End-to-end support for Non-Resident Indians (NRIs) to invest in Indian mutual funds
• Assistance with NRI KYC, FATCA, and FEMA compliance
• Facilitation on repatriation and non-repatriation options (NRE/NRO accounts)
• Online investment execution through SEBI-registered platforms
• Coordination with AMCs and RTAs for seamless processing
Features
A step-by-step journey from investing to wealth growth.
Professional Management
Skilled fund managers make investment decisions.
Diversification
Spread your risk across various assets.
Liquidity
Easily buy and sell fund units as per your needs.
Transparency
Regular updates on the fund's performance.
SIP Option
Invest a fixed amount regularly for financial discipline.
Affordability
Start investing with small amounts and build your portfolio gradually.
Numbers
A guided approach from understanding goals to building portfolios.
