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Mutual Funds

Goal-driven financial advice that helps you take the best investment decisions to build wealth

Paperless, quick processes that enable you to invest instantly using your Aadhaar card

Instant personalized recommendations from Money Mitr, India’s friendliest robo advisor

Dedicated advisors who help you create portfolios on demand, review and manage your investments over phone, e-mail, chat and Skype

Fund reviews and recommendations from our research team that help you take wise investment decisions

Innovative tools like flexible Systematic Investment Plans (SIPs), trigger-based investing, Value-averaging Investment Plans (VIPs), instant portfolio reviews and more

We feel pride in introducing ourselves as one of the Best Financial Advisors.

Our Services

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities


Equity is the difference between the value of the assets and the cost of the liabilities of something owned.

Corporate FD

A fixed deposit is a financial instrument provided by banks which provides investors with a higher rate of interest than a regular savings account, until the given maturity date.

SIP with Insurance

SIP's are an HMRC (Her Majesty's Revenue & Customs) approved, tax efficient all employee plan, which provides companies with the flexibility to tailor the plan to meet their business needs.

Fixed Maturity Plan

FMPs are close-ended fixed maturity schemes that invest in debt securities such as treasury bills (T-bills) commercial papers (CPs), certificates of deposit (CDs), and government and corporate bonds. More reforms needed for MF industry to grow. Close-ended funds are open for subscription for a limited period.

Liquid Funds

Liquid fund is a category of mutual fund which invests primarily in money market instruments like certificate of deposits, treasury bills, commercial papers and term deposits. Lower maturity period of these underlying assets helps a fund manager in meeting the redemption demand from investors.

A Financial Plan Is a
Life Plan!

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

We offer a suite of financial services to make investing friendly.