Mutual Fund
Mutual Fund Services
We offer a variety of services related to mutual funds, assisting you in managing your investment portfolio and maximizing returns. Below are the services we offer:
Our Services
- Facilitation of SIP, STP, SWP and Lumpsum Investments: Assistance in execution of Systematic Investment Plans (SIP), Systematic Transfer Plans (STP), Systematic Withdrawal Plans (SWP), and lump sum investments as per investor instructions.
- Mutual Fund Account Opening & KYC Support: Support for mutual fund account opening and completion of KYC formalities, subject to regulatory requirements.
- Switch and Redemption Assistance: Operational support for switch, redemption and transaction-related requests initiated by investors.
- Portfolio Reporting Support: Providing periodic portfolio statements and transaction reports as made available by AMCs/RTAs.
- Investor Service & Ongoing Support: Assistance with investor queries, service requests and coordination with AMCs/RTAs.
Mutual Fund Schemes
We offer a wide range of mutual fund schemes tailored to meet your investment goals. These include:
- Equity Schemes: Large Cap, Mid Cap, Small Cap, Multi Cap, Flexi Cap, Sectoral/Thematic Funds and Equity-Linked Savings Schemes (ELSS).
- Debt Schemes: Overnight Funds, Liquid Funds, Gilt Funds, Corporate Bond Funds and Dynamic Bond Funds.
- Hybrid Schemes: Aggressive Hybrid, Conservative Hybrid, Balanced Advantage Funds and Multi-Asset Allocation Funds.
- Solution-Oriented Schemes: Retirement Funds, Children's Funds.
- Other Schemes: Index Funds/ETFs, Fund of Funds (FoFs).
Frequently Asked Questions
What is SIP and how does it work?
SIP stands for Systematic Investment Plan, a method of investing a fixed sum regularly in mutual funds. It allows you to invest in a disciplined manner, benefiting from rupee cost averaging.
What are the tax benefits of investing in ELSS?
Equity-Linked Savings Schemes (ELSS) offer tax benefits under Section 80C of the Income Tax Act, with a lock-in period of 3 years. They also have the potential for high returns.
