MutualFundWala At A Glance

Why Choose MutualFundWala

Investors can choose from a plethora of distributors and Financial Planners. However, an investor is invariably unsure if the advisor or planner will recommend a product purely on its risk and returns potential, or get swayed by "extra" commissions and "extra incentive". Investing though MutualFundwala is altogether different. We do not pile on a product to a potential client. On the contrary, we will recommend a cluster of funds that fit in the investor's risk appetite and is most likely to meet the desired financial objectives. And we assist the prospective investor chose what’s best for him or her. This is how we create an informed investor. This “education of sorts “ goes a long way in wealth creation. Our primary focus remains the "investor" and investors financial goals and risk appetite. Several prospects have contacted us with a vague idea of investments. We started their investment journey after carefully assessing their risk appetite. we defined their financial goals and structured investments to meet those financial objectives. As a result, we have several testimonials where investors started off by investing a few thousand every month and today have portfolios running in multiple of lacs.

As Mutual Fund advisors we have mastered wealth creation through systematic investment route. Investors also get a with a unique login ID and password for online portfolio viewing.This is to aid regular monitoring of their investments. The portfolio viewer along with state of the art Mobile app is at "ZERO" service charge. Every client is assigned a specific RM (Relationship Manager) and the RM is just a phone call away.

Investors can use MutualFundWala mobile app (available at google play store) to track investments and portfolio returns. Through this app, you can track your current investments and its returns. So invest in Mutual Funds and track every rupee of your investments at Zero cost. We also have the facility of online buying and selling of mutual funds. After initial registration, everything shall be online and paperless. Besides, other features like online portfolio viewer and an RM stays. In nutshell, we are a Mutual fund advisor technologically savvy, that assist you to invest in Mutual Funds online and/or offline. In either case “The human touch” stays. For more information, feel free to contact us.

What is mutual fund

What is Mutual Fund ?

Mutualfunds are very popular in the western world but in India lot of people wonder what are Mutual Funds?? Are Mutual Funds sort of investments?? Are Mutual Funds risky??

Types of Mutual Fund

Types of Mutual Fund

An open-ended fund is a fund that is available for subscription and can be redeemed on a continuous basis. It is available for subscription throughout the year and investors can buy and sell units at prevailing NAV.

Comparison between SIP, PF and NSC

Comparison between SIP, PF and NSC

Retail investors are often confused between various names and various financial products. NSC, PF, PPF, FD etc all seem similar to them.

Why Invest in Mutual Funds

Every individual wants to save money and grow wealth, However, no one wants too much of risk but they also look at and maximising returns. If lowering risk and maximising returns is the criterion then mutual funds seems the logical way forward. Mutual fund is a professionally managed investment mechanism. Investments are managed by professional fund managers, supported by well qualified and experienced research team. A fund manager not only takes well informed decisions but also exercise aggressive decisions on entry and exit from a particular security or Industry. A retail investor can only pick a few stocks but a good fund can invest in excess of 100 stocks. And bring the number down as the market conditions change. A retail investor cannot have a low risk portfolio of balanced funds yet beat inflation but a good balanced fund has been doing this for several years.

Mutual Funds are highly regulated. Expense ratio, AMC fees, distribution commission is well defined and pro investors. Presence of a proactive regulator (Securities and exchange board of India) gives additional security to retail investors. This is unfortunately missing in some other asset classes such as real estate. SEBI ensures Mutual Funds provide full transparency, NAV's are declared on daily basis. This provides immense transparency and it is this transparency that is a prominent feature of any Mutual Fund.

Moreover, a retail investor can do so much more with a mutual fund investments. Systematic investment plans (SIP), systematic transfer plan (STP), Switch out from a debt fund to equity and vice versa, Systematic withdrawal plan (SWP), tax saving Mutual funds (ELSS) to save tax under sec 80 C. Mutual Funds is the way forward to meet one or more of your financial goals.

How will mutualfundwala assist you

Investment:

  • We will assist you in selecting schemes for investments in various debt and equity Funds.
  • We will identify your financial goals and recommends Systematic Investment Plans and other investments to achieve those financial goals.
  • We can do a portfolio health check and identify non-performing funds in your existing portfolio.
  • We shall recommend weeding out of non performing funds from your portfolio.
  • We can build a regular stream of cash inflows by investment in various dividend schemes and also through SWP (Systematic Withdrawal Plans).
  • Post investments, we shall monitor your portfolio at regular intervals and suggest suitable course correction.

Paperwork:

We will assist you with all your paperwork, this includes PAN Card, or any correction thereof KYC (Know Your Client) compliance, and all the relevant paperwork to make you invest online.



Testimonials

I have been associated with them for nearly two years and I'm very satisfied with their services and specially their transparency. What I like most is the ease with which I can access all my investments in different mutual funds and come to know how they are performing, whether I need to continue or increase SIP, etc. Highly satisfied. Wish I had started with them earlier!.

- Sudip Sen

I am associated with MutualFundWala from about 3 years...the experience has been very good.....It has seamless integration with its partners which helps me in keeping track of my funds through single unified interface without requiring to get directly in touch with multiple fund companies...All information required is available through single online portal including automatic updates on SMS.....service of agents/relationship managers is also very good...

- Guddu Warikoo

I started to invest in MFs couple of months back through MUTUALFUNDWALA and its very easy/cooperative. The staff members are very sensible and helpful. They own your queries and provide the appropriate resolution in timely manner. Overall, its very good experience working with MutualFundWala. Looking for same type of support and keep it up.

- dinesh gupta


top