Mutual Funds

Pooled schemes managed by AMFI-registered asset management companies, across every SEBI category.

A mutual fund pools money from many investors and invests it according to a stated objective. The scheme is run by an asset management company, supervised by a trustee structure, and the Net Asset Value is published every business day. SEBI defines the categories, so a large cap fund at one house has to follow the same mandate as a large cap fund at another.

We distribute across fund houses under our AMFI registration and run the servicing layer — onboarding, folio creation, transactions, mandates, statements, nominations and transmission. Scheme selection is yours, or that of a SEBI-registered investment adviser you appoint. Execution and records are ours.

Key features

• Equity, debt, hybrid, index and solution-oriented categories as defined by SEBI
• Lump sum, SIP, STP and SWP transaction modes on the same folio
• Daily published NAV and open-ended liquidity in most categories
• Consolidated statements across fund houses on a single family view
• Nomination, KYC and bank mandate hygiene maintained on every folio
• Transmission and claim paperwork handled end to end