Mutual Funds

Preferred Partner

All About Mutual Funds

A Mutual fund is a professionally managed financial instrument curated and managed by reputed Asset Management Companies (AMCs) with capital collected from a wide range of investors. The capital collected is generally invested in the purchase of company shares, stocks and other financial market instruments.

How can we help?

Our team of financial market professionals is trained to guide you through the entire process, from choosing the right Mutual fund to the distribution of your investment capital. We pride in providing the right guidance about the Mutual fund investments - we actively research and look for funds managed by a reputable fund management team, offering comparatively higher ROI, and having a diversified portfolio of financial holdings, offering attractive disciplined investing options like SIPs (Systematic Investment Plans).

We try to understand our clients’ needs and goals and advise them on suitable Mutual Fund investment based on factors like capital risk tolerance, capital lock-in period, minimum ROI desired, etc.

Compliance with Prerequisite KYC Requirements

We help our clients confirm to the mandated “Know Your Client (KYC)” requirements before investing in Mutual funds.

The requisite documents for KYC are:

  • Valid Proof of Identity
  • Valid Proof of Address
  • Passport size recent photograph
  • A canceled bank cheque leaf, bearing IFSC and MICR of the concerned bank

Online Investment

In current situations, especially when ‘work from home’ is becoming the new normal, we have been focusing heavily on Online Investment. Our user-friendly interface ensures that you can utilize the online investment feature to take care of all your regular investment necessities from home. Whether it be the analysis of the trending mutual fund options, comparative charts, performance of the last few years or directly investing in the fund of your choice – you are just a few clicks away.