MutualFundWala At A Glance

Why Choose MutualFundWala

We at MutualFundwala take great pride in educating our clients. Potential investors are unaware of modalities of investing and potential risks and returns. Unlike others, our focus solely remains with the investor and the investors financial goals and risk aversion boundary. We pay due diligence while assessing risk and then go on to elaborate financial goals of the particular individual/family. We have a legacy of successfully building portfolios of several investors who started off with barely a few thousands on a monthly basis and today they have portfolios running into staggering sums of money. Our motive is to enable potential and existing investors to take informed decisions beyond the motive of mere profiteering.

As Mutual Fund advisor, we have attained dexterity in wealth creation through simplistic value based investing. Beyond rendering the professional and ethical advice, we provide a unique login-ID and password to each investor as an aid to regularly monitor their portfolio online themselves without any extra charges. Every client is aligned with a Relationship Manager (RM). RMs are just a call away. With us, you can invest through different channels like Systematic investment plans (SIP), systematic transfer plan (STP). You can also get expert advise on products like Systematic withdrawal plan (SWP), tax saving Mutual funds (ELSS) to save tax under sec 80 C.

Our MutualFundWala mobile app available on (Google Play Store) and (IOS App Store) are absolutely free and specifically designed to track investments and portfolio returns. Its rich in content and investor specific information. - So now you may invest in Mutual Funds and track every single penny without incurring any cost. Of late, we have started online purchasing and selling of mutual funds via NSE (National Stock Exchange). You just need to register yourself once, and everything will be done online and paperless mode. You can also avail essential features like online portfolio viewer and the Relationship Manager (RM).

So we, as Mutual Fund advisor and distributor, help you in investing both online and offline. Our primary objective is to make the investors and prospective investors aware and help them to take informed investing decisions. Investments that are consistent with risk appetite and investing capacities. We welcome you with your queries 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.

Invest in Mutual Funds Online

MutualFundWala as an advisor has tied up with NSE to use the infrastructure of National Stock Exchange for facilitating mutual fund transactions for their clients. You may invest in Mutual funds with a lot of ease. In order to facilitate this NSE has developed an online platform NMF II.This is an online platform which facilitates subscription, redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Switch and other transactions of mutual fund units. The paperwork for this is required just once. Thereafter everything becomes paperless.

1. Currently following types of Financial transactions are covered

PURCHASE:

  • New Mutual Funds
  • Additional Mutual Funds
  • NFO

REDEEMPTION

  • Full Units
  • Partial units/amounts

SWITCHES

  • Full Units
  • Partial Units/amounts

SUPERIOR PRODUCTS

  • Systematic Investment Plan
  • Systematic Transfer Plan

2. Clients can update following Non Financial information

  • Change in Name
  • Change in Address
  • Change in Pan
  • Nominee Registration
  • Tax status change
  • Change in Broker
  • Change in Dividend Payout Option
  • Change in Redemption Payout Option
  • Consolidation of Folios

Now invest in Mutual Funds from the comforts of your home or office.For any other information please feel free to call MutualFundwala advisor at 9891237575 or 9990237575 or contact us.



Testimonials

Based on my little experience I can say the best way to make money is to invest through a Mutual Fund. You just have to handover your money to an expert who has the expertise, proper information about funds, research / commodity market to secure you a handsome returns without the stress related to it. I invested through Mutualfundwala (Managed By Mr.Shashi Kant Bahl) in MF through systematic investment plan which i find a disciplined way of committing funds at regular intervals irrespective of marked conditions. They have maintained my portfolio after assessing the risks and benefits of the funds. They always calculate the expected return and volatility of the portfolio. Mr. sanjay is my fund manager and he manages my portfolio efficiently to secure the highest return for lowest possible risk. It is indeed very difficult to predict when the market will fall and when the same will rise therefore minimizing the risk involved in one time investment. In all this gambit the role of fund manager is very crucial. So before investing in a mutual fund, the fund manager's investment process, track record, expertise, etc., is very important to know. The fund manager also provides information concerning the fund house. Analysis of the fund should over a period of 4 to 5 years. Plus fund should also look at the returns at different times. Always remember that the past performance of the fund is not guaranteed to be repeated. - Archana Bhat

- MAPSKO GROUP

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 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


top