Mutual Funds


  • One stop shop for a range of Mutual fund products from top Mutual funds such as HDFC, ICICI Prudential, Birla sun life, Franklin Templeton, Reliance , HSBC, Sundaram BNP Paribas, Fidelity and many more
  • Cost-effective, prompt and trustworthy service
  • Facility to view your account information online 24 X 7, Updates every day.
    • You can view your latest Holding statement
    • You can view your latest transaction statement
    • You can view value of all your mutual funds in one consolidated statement
  • Easy and convenient application process
  • Good Advice keeping your financial goals in mind
  • Offline presence in various locations convenient to you for better service

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost. The flow chart below describes broadly the working of a mutual fund:
Organisation of a Mutual Fund

There are many entities involved and the diagram below illustrates the organisational set up of a mutual fund:
Professional Money Management & Research
Mutual funds are managed by professional fund managers who regularly monitor market trends and economic trends for taking investment decisions. They also have dedicated research professionals working with them who make an in depth study of the investment option to take an informed decision.
Risk Diversification
Diversification reduces risk contained in a portfolio by spreading it. It is about not putting all your eggs in one basket. As mutual funds have huge corpuses to invest in, one can be part of a large and well-diversified portfolio with very little investment.
With features like dematerialized account statements, easy subscription and redemption processes, availability of NAVs and performance details through journals, newspapers and updates and lot more; Mutual funds are sure a convenient way of investing.
One of the greatest advantages of Mutual funds investment is liquidity. Open-ended funds provide option to redeem on demand, which is extremely beneficial especially during rising or falling Markets.
Reduction in Costs
Mutual funds have a pool of money that they have to invest. So they are often involved in buying and selling of large amounts of securities that will cost much lower than when you invest on your own
Tax Advantages
Investment in mutual funds also enjoys several tax advantages. Dividends from Mutual Funds are tax-free in the hands of the investor (This however depends upon changes in Finance Act). Also Capital Gain accrued from Mutual Fund investment for a period of over one year is treated as long term capital appreciation and is tax free.
Other Advantages
Indian Mutual fund industry also presents several other benefits to the investor like: transparency - as funds have to make full disclosure of investments on a periodic basis, flexibility in terms of needs based choices, very well regulated by SEBI with very strict compliance requirements to investor friendly norms.1
Discover the earnings potential of investing in mutual funds.

To know more on how we can help you invest in mutual funds, you can visit the nearest branch or email us at or SMS “MUTUAL” to 562636465 call us at 040-39112424 or 09347372025.