Mutual Fund Distribution
We help you access regular plans of mutual fund schemes from multiple Asset Management Companies, with support at every step from KYC to redemption.
Mutual funds pool money from many investors and invest it according to the objective stated in the Scheme Information Document (SID). As an AMFI Registered Mutual Fund Distributor (ARN-68943 held by Mr. Ashok Gupta), we share scheme information, help you understand the riskometer and costs of a scheme, and process your transactions with the AMC or its registrar.
The final choice of scheme is always yours. We encourage every investor to read the SID, SAI and KIM, and to check whether a scheme's risk level matches their own comfort with ups and downs.
What is included
- KYC and FATCA documentation support
- Scheme information across equity, debt, hybrid and index categories
- New investments, switches and redemptions
- Nominee registration and updates
- Consolidated Account Statement (CAS) assistance
- Transmission support for families
How it works
- Understand your need
A conversation about your time horizon, liquidity needs and comfort with risk. - Complete KYC
PAN, Aadhaar-based KYC, bank details and nominee information. - Choose schemes
We share scheme documents and riskometers; you make the decision. - Invest and track
Transactions are processed with the AMC and you receive statements directly from the registrar.
Common questions
Do you charge a fee for mutual fund investments?
No. We receive commission from AMCs on regular plans. Direct plans of the same schemes, with a lower expense ratio, are available to investors directly from the AMC.
Where is my money held?
Your money is paid directly to the mutual fund scheme. Units are held in your name and statements are sent to you by the AMC or its registrar (CAMS or KFintech).
Can I redeem any time?
Most open-ended schemes allow redemption on any business day, subject to exit load and lock-in (for example ELSS has a three-year lock-in).
Other services
Speak with us before you invest
Share what you are looking for and we will walk you through the options, documents and next steps. No charge for a conversation.
