Mutual Funds

Mutual Funds is a Financial Asset which acts as an important vehicle to reach you to your financial goals. With liquidity, transparency, fund manger expertise, Mutual Funds fit well in a clients investment portfolio.

Some Mutual Fund schemes are suitable for short term requirements or goals, whereas some are better for long term goals. It can get very confusing to choose a fund that is both suitable, competent and most importantly meets your risk appetite and intent.

Let us help you make an informed choice.

How we can help

  • Assess your financial goal and risk appetite
  • Calculate the ideal amount to invest
  • Explore the various types of funds and understand their benefits
  • Allocate the right amount for the right kind of fund
  • Take you through the KYC process to get started with your investment

Mutual Fund Transaction Facilities offered

Lumpsum Investments
Systematic Investment Plan (SIP)
Systematic Transfer Plan (SWP)
Systematic Withdrawal Plan (SWP)
Redemption
Switch
Stop Systematic Transactions

Ready to get started?





Don’t hesitate to contact us for any kind of information

Call us now to start your journey towards financial freedom!

+91 98200 03266

Registered Address

102, Twinkle Apartments,
1st Floor, Opp. State Bank of India,
Vakola,
Santacruz East,
Mumbai-400055