Mutual Fund Distribution
We distribute regular plans of mutual fund schemes across equity, debt, hybrid and index categories, from the first folio through to redemption.
A mutual fund pools money from many investors and invests it according to a stated mandate. What varies between schemes is what they hold, how long you are expected to stay invested, and how much the value can move in the meantime. Choosing between them is less about picking a winner and more about matching the scheme's mandate to your own horizon.
Our role is distribution and service: getting the folio opened correctly, placing the transactions you approve, and keeping the records that make everything afterwards simple. We are paid commission by the Asset Management Company out of the scheme's expense ratio. You pay us nothing directly.
Included in this service
- Folio opening with complete KYC, FATCA and bank mandate registration
- Purchases, switches, redemptions and transmission requests placed on your instruction
- Consolidated statements covering every AMC you hold with us
- Capital gains statements prepared ahead of the filing deadline
- Nomination, address, bank and contact updates followed to completion
- Physical and digital copies of every scheme document you are entitled to
What we need from you
- PAN and Aadhaar, with a recent photograph
- A cancelled cheque or bank statement showing your name and IFSC
- Existing folio statements if you are consolidating records
- For NRIs, passport, visa or residence permit and overseas address proof
What happens after you invest
- A written confirmation of the transaction from us, plus the AMC's own account statement
- Review meetings on a schedule you set — quarterly, half-yearly or annual
- Alerts when a mandate is about to fail or a KYC record needs refreshing
- A single point of contact for redemption, whenever you choose to make it
Asked often, answered plainly
Have a question about mutual fund distribution?
Call, WhatsApp or send an enquiry. You will speak to Veerendra Kumar A D, not a call centre.
