Mutual Funds

Mutual Funds

We offer one of the widest arrays of fund families in the industry, and we have the tools to help you choose the right fund or basket of funds to meet your unique goals. We work closely with you to develop a mutual fund portfolio that’s suitable for your specific situation or for wealth creation.

We focus on 5 measurable potential benefits to our consumers:

(a) Assistance selecting Mutual funds that are harder to find or harder to evaluate;

(b) Access to Mutual Funds with lower expenses ratio or costs;

(c) Access to funds with better consistent performance;

(d) Mutual Fund with asset allocation and portfolio Re-balancing

(e) Attenuation of behavioral investor biases.

Mutual funds are sold to investors through entities variously known as Mutual Funds Distributors (Brokers- agents). Mutual Funds Distributors (Brokers- agents) act as agents of the Asset Management Companies (AMCs) in helping them sell their schemes. Investment Advisors act as advisors to investors in helping the investors choose a scheme suited to their needs like

Financial Planning
Tax Planning
Estate Planning
Retirement Planning
Investment Planning
Insurance – Risk Planning
Buying Real Estate
Rebalancing & Asset Allocation of Investments
Child Education Funding Planning
Child’s Marriage Funding – Planning
Health – Mediclaim Insurance

We provide all types of following services for all Mutual funds companies in India:

1. Purchase of Mutual Funds.
2. Sale/Redemption of Mutual Funds
3. Switch of Mutual Funds from one fund to others.
4. Systematic Investment Plan (SIP)
5. Systematic Withdrawal Plan (SWP)
6. Systematic Transfer Plan (STP) etc.

Mutual Fund Companies in India.

Axis Mutual Fund
Baroda Pioneer Mutual Fund
Birla Sun Life Mutual Fund
BNP Paribas Mutual Fund
BOI AXA Mutual Fund
Canara Robeco Mutual Fund
DSP Mutual Fund
Edelweiss Mutual Fund
Escorts Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
IDBI Mutual Fund
IDFC Mutual Fund
IIFL Mutual Fund
JM Financial Mutual Fund
JPMorgan Mutual Fund
Kotak Mahindra Mutual Fund
L&T Mutual Fund
LIC NOMURA Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Peerless Mutual Fund
PGIM Mutual Fund
PRINCIPAL Mutual Fund
Nippon India Mutual Fund
Invesco Mutual Fund
SBI Mutual Fund
Shriram Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
Taurus Mutual Fund
Union Mutual Fund
UTI Mutual Fund

Mutual Fund intermediary are Mutual Fund Advisor, Mutual Fund Distributors, Mutual Fund Brokers, Mutual Funds Consultants, Mutual Funds Agents, Mutual Fund IFAs. Pune Tax Saving Mutual Funds ELSS SIP

Types /Categories of Mutual Funds:

All Equity Mutual Funds,

All Debt Mutual Funds,
Equity Link Saving Schemes (ELSS) Tax Saving Mutual Funds,
Income Mutual Fund,
Liquid Mutual Fund,
Banking Mutual Fund,
Pharma Mutual Fund,
Infrastructure Mutual Funds,
Technology Mutual Funds,
Ultra Short Term Mutual Fund,
Large Cap- Mid Cap-Small Cap-Micro Cap-Flexi Cap-Multi Cap Mutual Funds,
FMCG Mutual Funds,
Gold Mutual Funds,
Hybrid Mutual Funds,
Asset Allocation Mutual Funds,
Arbitrage Mutual Funds,
Gilt Mutual Funds,
Balanced Mutual Funds,
Capital Protection Funds,
Diversified Mutual Funds,
Dividend Yield Mutual Funds,
Energy-Power Mutual Funds,
Media Mutual Funds,
MNC Mutual Funds,
Nifty – Sensex Index Mutual Funds,
Service Industry Mutual Funds,
Retirement Fund / Pention Funds
Child Gift Fund / Child Education Funds
Fixed Maturity Plan (FMP) Mutual Funds

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