Mutual Funds

Let's Know About

Mutual Funds

Mutual funds offer a structured approach to wealth creation, allowing investors to benefit from market opportunities while diversifying their portfolios. We provide seamless access to a wide range of mutual fund options tailored to different risk appetites and financial goals.

Why It Matters?

Mutual funds help you build long-term wealth with professional management and diversification, making investing simpler and more efficient.

Who is it for?

  • First-time investors looking to start their journey
  • Experienced investors seeking diversification
  • NRIs wishing to invest in Indian mutual funds

Why Choose MySarathii?

With our expertise, we ensure a smooth investment experience, helping you grow your wealth confidently.
S.NoKey Highlights of Mutual Fund
1.Basket based investing
2.Online portfolio view
3.SIP mandate online
4.Online redemption
5.Reports downloads
6.App based transaction
7.Admin console to initiate client transaction
8.Multi asset portfolio view
9.Quick fund selection
10.Goal based calculators
11.Direct pay to MF - no risk of payment to intermediary

Advantages of Investing in

Mutual Funds

Professional Management :

The primary advantage of funds is the professional management of your money. Investors purchase funds because they do not have the time or the expertise to manage their own portfolio. A mutual fund is a relatively inexpensive way for a small investor to get a full-time manager to make and monitor the investments.

Diversification :

By owning “shares”(known as “units”) in a mutual fund instead of owning individual stocks or bonds, your risk is spread out. The idea behind diversification is to invest in a number of assets so that a loss in any particular investment is minimized by gains in others. In other words, the more stocks and bonds you own, the less any one of them can hurt you. Large mutual funds typically own hundreds of different stocks in many different industries. It wouldn’t be possible for a small investor to build this kind of portfolio with a small amount of money.

Simplicity :

Buying a mutual fund is easy! The minimum investment is also very small. As little as Rs 500 can be invested on a monthly basis. Just contact us to know more.

Liquidity :

Just like an individual stock, a mutual fund allows you to sell the units at any time.

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