Your financial goals are as unique as you are. We bring to you a bouquet of services that aligns to your particular financial need and risk appetite.
Explore the various products on offer and reach out to us for more information.
As a AMFI registered Mutual Fund Distributor (MFD) in India, we can provide much more than simply helping you buy a mutual fund. The real value lies in helping investors select suitable schemes, execute transactions, monitor portfolios, and provide ongoing service.
AMFI provides standardized forms and processes covering KYC and various investor-service requirements.
As and MFD we understand the investors:
This is important because SEBI/AMFI requirements emphasize acting in the investor's interest, exercising due diligence and ensuring suitability/appropriateness in mutual fund distribution.
As an MFD, we can help investors understand and select from the mutual fund schemes that we as distributors are authorized to distribute, including:
While doing scheme selection, we can explain and help you in the following:
As and MFD we do not recommend a scheme merely because it generates commission; We follow AMFI's Code specifically, according to which investor interest remain paramount to us.
SIP-related services
As an MFD we can assist with:
This is one of the fundamental services we offer as an MFD.
SEBI describes the distributor's role as including helping investors execute transactions with AMCs.
This is where as an MFD, we can add significant ongoing value.
Portfolio services
As a good MFD, we would like to move from:
"I sell mutual funds"
to:
"I continuously monitor and service your mutual fund portfolio."
As an MFD can help investors understand mutual fund investments in the context of objectives such as:
We as and MFD can demonstrate projected outcomes under different assumptions and help the investor understand the implications of changing the SIP, investment horizon, etc. To sum up, we can help in comprehensive investment planning and solutions around it.
As an MFD can provide investors with:
As an MFD. we can help investors understand mutual-fund-related tax information, such as:
However, we always suggest to consult a tax professional because as an MFD we may not be appropriately qualified.
Day-to-day service can include:
We follow AMFI guideline which emphasizes prompt and competent investor service and grievance handling.
