Mutual Funds

We are AMFI certified Mutual Distributor. On our wealth management journey we do financial assessment to guide the customers to achieve their individual wealth creation.

Features and Benefits

Professional Management

Mutual Funds are Professionally managed & backed by robust research

Liquidity

There is no lock in period. Any time funds can be withdrawn based on current market conditions.

Affordability

Mutual funds investments can start with lowest amt of Rs.500/-

Well Diversified

Mutual funds investment done on Basket of Stocks & Bonds.

Eligibility & Documents

Documents

  • Pan & aadhar of applicant
  • Cancelled cheque
  • Nominee identy proof

Frequently Asked Questions

A mutual fund is a financial vehicle that pools assets from shareholders to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional money managers, who allocate the fund's assets and attempt to produce capital gains or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

  1. LargeCap
  2. Midcap
  3. Small cap
  4. Debt funds
  5. Index Funds
  6. International Funds

  1. Professional Management
  2. Liquidity
  3. Minimum & Flexible investments
  4. Diversification
  5. Limited Risk

  1. Wealth management 40 yrs of combined experience
  2. Digital & Hassle free process
  3. One stop point for multiple AMC’s

Connect with Our Financial Experts for Personalized Advice