Mutual Funds
Make your money work as hard as you do.
A mutual fund pools money from many investors and a professional fund manager invests it in shares, bonds or both. We help you choose funds that match your goal, time horizon and comfort with risk, then review your portfolio regularly so it stays on track.
- Start from
- ₹500 (SIP) or ₹1,000 (lumpsum)
- Fund types
- Equity, debt, hybrid, index
- Regulated by
- SEBI
- Tax saving
- ELSS under Sec 80C
Choose the mutual funds that fits you
Not sure which one is right? Tell us your situation and we'll recommend the best fit.
Equity funds
Large, mid, small and flexi-cap funds for long-term wealth creation over 5+ years.
Debt funds
Liquid, short-duration and corporate bond funds for stability and parking surplus money.
Hybrid funds
A mix of equity and debt, such as balanced advantage funds, for smoother returns.
ELSS (tax-saving)
Equity funds with a 3-year lock-in that qualify for deduction under Section 80C.
Index funds & ETFs
Low-cost funds that track indices such as the Nifty 50 or Sensex.
International funds
Invest in global companies to diversify beyond India.
Why people choose our mutual funds advice
- Managed by experienced, SEBI-regulated fund houses
- Start small with SIPs from ₹500 a month
- High liquidity: most funds can be redeemed any working day
- Diversification across many companies in one investment
- Goal-based fund selection and regular portfolio reviews
- Fully online KYC and investing
What to know before you invest
We explain the risks, costs and taxes in plain words, so you invest with clear expectations.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns.
- Lumpsum investments in one or more funds
- Monthly SIPs and step-up SIPs
- STP: move money gradually from debt to equity
- SWP: regular monthly income from your corpus
- Portfolio review and rebalancing support
- Salaried professionals building long-term wealth
- Parents saving for education and marriage
- Anyone planning retirement
- Taxpayers looking to save under Section 80C (ELSS)
- First-time investors who want professional management
- Returns are market-linked and not guaranteed
- Equity funds can fall sharply in the short term
- Exit loads may apply on early redemption
- Capital gains are taxable as per current rules
- Expense ratio is charged by the fund house
Mutual Funds returns: what affects them?
Mutual fund returns are market-linked and not guaranteed. These are the factors that shape what you actually earn over time.
What it depends on
- Type of fund and its mix of equity and debt
- How long you stay invested
- Market conditions during your investment period
- The fund's expense ratio and any exit load
- Taxes on gains as per the capital gains rules in force
- Investing regularly (SIP) versus investing all at once
How to make your money work harder
- Start early and stay invested through market ups and downs
- Match each fund to a goal and its timeline
- Step up your SIP every year with your income
- Review once a year and rebalance if your asset mix drifts
- Avoid stopping SIPs when markets fall
Documents required for Mutual Funds
Choose your applicant type to see the checklist. Keep self-attested copies ready; we'll collect and verify them for you.
KYC Documents
4 items- PAN Card
- Aadhaar Card
- Recent Photograph
- Address Proof (if different from Aadhaar)
Bank & Nominee
3 items- Cancelled Cheque / Bank Statement
- Nominee Details
- Mobile Number & Email linked to PAN
KYC Documents
4 items- Entity PAN Card
- MOA / AOA / COI or Partnership / Trust Deed
- Board Resolution / Authority Letter
- KYC of Authorised Signatories
Bank & Ownership
3 items- Cancelled Cheque / Bank Statement
- Beneficial Ownership Declaration
- FATCA / CRS Declaration
The exact list can vary by fund house and your profile. Not sure what applies to you? Our advisor will confirm in one call.
From first call to your goal
Scroll through the steps to see what we do at each stage.
Expert tips before you invest
- 1Match the fund to your time horizon: debt for under 3 years, equity for 5 years and more.
- 2Stay invested through market falls; time in the market matters more than timing it.
- 3Review your portfolio once a year and rebalance if your asset mix drifts.
Mutual Funds: common questions
Talk to an expert today
Share a few details and we will call you back. The first consultation is free.
- Call us+91 92122 66375
- WhatsAppChat with an advisor
- Office hoursMon to Sat, 10:00 am to 7:00 pm
Request a call back
We usually respond the same working day.
You may also need
SIP (Systematic Investment Plan)
Invest a fixed amount every month in mutual funds and grow wealth with the power of compounding.
SWP (Systematic Withdrawal Plan)
Get a fixed monthly income from your mutual fund investments while the rest stays invested.
Term Life Insurance
High life cover at a low premium, so your family stays financially secure.
Your financial goals,
one window away.
Speak to an advisor today. Free consultation, honest advice, and help with every document.