Mutual Fund Investment

We will facilitate to invest Lump Sum. Options available: Monthly Dividend, Monthly Systematic Withdrawal and Growth.

SIP - Systematic Investment Plan - Your Bank Account will be debited monthly on the same date and invested in Mutual Fund Scheme.

Can invest Lump Sum in Debt or Hybrid Fund and monthly automatically transfer to Equity Fund.

Can withdraw only Profit / Part amount / Full amount 

SWP - Systematic Withdrawal Plan - Can withdraw monthly or Select Monthly Dividend Option.

To Switch from one Scheme to another Scheme

We will initiate and complete online Lump Sum Investment, Monthly Investment, Switch, Withdrawal.

We will facilitate to complete new KYC, to update changes in KYC.

We will maintain all your investment details. You need not maintain any records.

We will provide the required Capital Gain details and Dividend details.  If you inform us, We will provide details and clarifications directly to your Auditor.

We will provide you Username and Password to view your Investment details anytime in your mobile and Computer.

Mutual Fund Investments are subject to market risks, please read Scheme related documents before investing.