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The following are the advantages of investing in mutual funds:

Professional Management: Your money is managed by professionals who have the experience and resources to thoroughly analyse the economy and financial markets, and spot good opportunities.

Diversification: With smaller amounts, you can achieve a higher degree of diversification and reduce your risk.

Liquidity and Convenience: Investing and getting back your money is easy. Also, there is very little paper work, and it is very easy to track and monitor your investments.

Tax Benefits: Some mutual fund schemes offer you tax deductions under particular sections of Income Tax Act. In addition, your returns from mutual funds (dividends and capital appreciation) are also eligible for favourable tax treatment. 

Who can invest?

⦁ Resident Indians 

⦁ Non-resident Indians (NRI) 

⦁ Persons of Indian Origin (POI) 

⦁ Indian Public Sector Undertakings 

⦁ Indian Private Sector Undertakings 

⦁ Parents/Guardians on behalf of minors 

⦁ Wakf Boards 

⦁ Hindu Undivided Family 

⦁ Sole Proprietorship Firms 

⦁ Partnership Firms 

⦁ Cooperative Societies 

⦁ Charitable or Religious Trusts 

⦁ Trustee, AMC or Sponsor of their associates 

⦁ Endowment or Registered Societies 

⦁ Army/Air Force/Navy/Para-Military funds and other eligible institutions 

⦁ Scientific and/or industrial research organizations 

⦁ And other associations, institutions, bodies, etc., authorized to invest in mutual funds 

 

What is SIP & what is role of SIP in mutual fund ? 

SIP is a method of investing a fixed sum, regularly, in a mutual fund scheme. SIP allows one to buy units on a given date each month, so that one can implement a saving plan for themselves. The biggest advantage of SIP is that one need not time the market. In timing the market, one can miss the larger rally and may stay out while markets were doing well or may enter at a wrong time when either valuation have peaked or markets are on the verge of declining. Rather than timing the market, investing every month will ensure that one is invested at the high and the low, and make the best out of an opportunity that could be tough to predict in advance

an investor can invest a pre-determined fixed amount in a scheme every month or quarterly, depending on his convenience through post-dated cheques or through ECS (auto-debit) facility. Investors need to fill up an Application form and SIP mandate form on which they need to indicate their choice for the SIP date (on which the amount will be invested). Subsequent SIPs will be auto-debited through a standing instruction given or post-dated cheques. The forms and cheques can be submitted to the office of the Mutual Fund / Investor ServiceCentre or nearest service centre of the Registrar &Transfer Agent. The amount is invested at the closing Net Asset Value (NAV) of the date of realisation of the cheque.  

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