Mutual Fund

A mutual fund is a financial intermediary which allows a group of investors to pool in their money with a predetermined investment objective. A qualified fund manager is appointed, who is responsible for investing the pooled money into specific securities and asset classes (usually stocks or bonds).


When you invest in a mutual fund, you buy a share (or portion) of the mutual fund.


We advise and service clients who wish to invest in any mutual fund available in the market. We also provide the platform to buy, sell and monitor your portfolio online.


WHY MUTUAL FUNDS
Mutual Funds offer unique advantages unmatched by most investment vehicles:


Expert Management:

Mutual Funds are managed by qualified and experienced professionals who have access to company research reports, research analysts, critical and timely market information.


Reduced Risks:

Mutual Funds help diversify your portfolio and therefore reduce your overall investment risk. To achieve a comparable diversified equity portfolio, you would not only require a lot of cash, your risk is also completely dependent on how those particular companies perform. Mutual funds offer you diversification across and within specific asset class.


Speedy access to your money:

Investors in open-ended mutual funds can buy and sell units at Net Asset Value (NAV) which is declared on a daily basis.


Affordability:

Minimum amount required to in a mutual fund is very low. For that amount, you still own a diversified portfolio.


Tax Benefits:

Equity Linked Savings Schemes (ELSS) offer tax rebates to investors under Section 80C of the Income Tax Act. Also, Capital Gains from the above Mutual Funds are tax-free in the hands of the investor.


Lower Costs:

Mutual Funds buy and sell large amounts of securities at a time, thus help reducing transaction costs. Also, Mutual Funds in India have No Entry Load.


Transparency:

Entire portfolio of the Mutual Fund scheme is disclosed to investors on a regular basis. One of the few transparent investment vehicles available in the market today.


Regulated for investor protection:

The Mutual Fund industry is regulated by SEBI in order to safeguard investors’ interest.


For any assistance, please do contact us.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN- 2512 | Date of initial Registration: 25/02/2003 | Current validity: 24/02/2025
Grievance Officer - Mr. Rakesh Pasricha, Mob: 9810192484

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