Pay to Marwadi
image 31 white

Mutual Funds are Always a Great Pick!

Mutual Fund Schemes Simplified With SIP or Lumpsum Payment

Open Account Now

I agree to receive communication from Marwadi Shares and Finance Limited through sms, whatsapp, email & call.

Mutual Fund | Significant returns over the long term | Effective trading opportunity

What Is A Mutual Fund?

A mutual fund is a financial scheme where an asset management company (AMC) or a professional fund manager receives money from many investors with the same investment goal. After collecting the money, it’s invested in equities, bonds, money market instruments, and/or other securities to produce capital gains. Every investor gets units that determine a holding portion of that fund. Once capital gains are accumulated through the mutual fund scheme, the profit is distributed amongst all investors in proportion to their investment after a certain amount is deducted as operating expenses.

Types Of Mutual Funds

Equity Fund

An equity fund is a financial instrument through which you can invest in shares/stocks and other financial assets such as derivatives, futures, options, etc. It is also known as a growth fund. Equity Funds are either active or passive. In an active fund, a fund manager scans the market, conducts research on companies, examines performance and looks for the best stocks to invest in. In a passive fund, the fund manager builds a portfolio that mirrors a popular market index, say Sensex or Nifty Fifty.

Furthermore, equity funds can also be divided as per market capitalisation, i.e. how much the capital market values an entire company’s equity. Thus the funds can be large-cap, mid-cap, small or micro-cap.

Equity Fund

An equity fund is a financial instrument through which you can invest in shares/stocks and other financial assets such as derivatives, futures, options, etc. It is also known as a growth fund. Equity Funds are either active or passive. In an active fund, a fund manager scans the market, conducts research on companies, examines performance and looks for the best stocks to invest in. In a passive fund, the fund manager builds a portfolio that mirrors a popular market index, say Sensex or Nifty Fifty.

Furthermore, equity funds can also be divided as per market capitalisation, i.e. how much the capital market values an entire company’s equity. Thus the funds can be large-cap, mid-cap, small or micro-cap.

Debt Fund

A debt fund invests in fixed income instruments, such as corporate and government bonds, corporate debt securities, money market instruments, etc., that offer capital appreciation. Debt funds are also referred to as fixed-income funds or bond funds.

Debt funds have a low-cost structure, relatively stable returns, relatively high liquidity, and reasonable safety.

Debt Fund

A debt fund invests in fixed income instruments, such as corporate and government bonds, corporate debt securities, money market instruments, etc., that offer capital appreciation. Debt funds are also referred to as fixed-income funds or bond funds.

Debt funds have a low-cost structure, relatively stable returns, relatively high liquidity, and reasonable safety.

Balanced Fund

A balanced fund is equally invested into equity and debt (bond) in a predetermined proportion. It is also referred to as a hybrid fund. Balanced funds help in diversifying your portfolio.

Balanced Fund

A balanced fund is equally invested into equity and debt (bond) in a predetermined proportion. It is also referred to as a hybrid fund. Balanced funds help in diversifying your portfolio.

ELSS

ELSS stands for Equity-linked Savings Scheme through which you can avail tax exemption under Section 80C of the Income Tax Act, 1961. Hence, it is also known as a tax-saving fund.

ELSS

ELSS stands for Equity-linked Savings Scheme through which you can avail tax exemption under Section 80C of the Income Tax Act, 1961. Hence, it is also known as a tax-saving fund.

Why Invest In A Mutual Fund?

Wide Variety

You will get a variety of mutual fund schemes to choose from as per your financial goal.

Modes of investment

Depending on your financial goals, you get to choose between two investment modes:
    • Lump-sum: a single yet more significant payment is made at once 
    • SIP: Several smaller instalments are made periodically 

Affordability

Via an SIP (Systematic Investment Plan), you can start investing as low as Rs. 100.

Risk Mitigation

You can keep your portfolio safe, minimise risk, and increase the probability of higher returns with a specified risk management strategy that suits your goals.

Financial Discipline

Focusing on investing a fixed amount every month will make you financially disciplined.

Improve Risk Appetite

Investing in mutual schemes will help you to be more consistent and patient over time, and shape you into a more mature investor.

Well-regulated

Mutual Funds in India are regulated by the Securities and Exchange Board of India (SEBI). Thus investors’ interests are well protected.

How To Invest In Mutual Funds At Marwadi?

  • Step
    1

    Fill  up an account opening form and get your KYC completed.
  • Step 2

    You will get a call from our company representative for online or in-person verification.
  • Step 3

    Once  verification is completed, you can invest in the right mutual fund.

Investing in mutual Funds with Marwadi Financial Services

Once you successfully submit an account opening form and get your KYC done, you will be contacted by our company representative for online or in-person verification. Once the verification is completed, you can immediately start investing in the mutual funds of your choice.

Invest In Mutual Funds

We are committed to delivering an affordable yet reliable online trading platform to enjoy all the benefits of the mutual fund schemes in your best interest.

When To Invest In Mutual Funds?

Investing in mutual funds doesn’t depend on any ‘best’ or fixed time to invest. But investing in mutual funds can indeed help you make higher returns. There are also some suggestions like investing when the market reaches rock bottom, investing when the development of the realty sector unexpectedly falls, and investing when bond yields are the highest. It is a proven method that gaining adequate knowledge about the capital market and identifying associated risks will help you make significant returns.

Benefits of Investing in Mutual Funds With Marwadi Financial Services

Transparency

Get access to price levels, market position, audited financial reports, etc., about the companies.

Diversification

Your portfolio will get exposure to different securities across various sectors.

Flexibility

There are no time or location constraints while investing in mutual funds. 

Ease of Investment

You can store and trade in different securities hassle-free.

Security

You will get utmost security while storing and trading in any financial instrument.

Monitoring

You will be able to check and observe the performance of your securities and other trading activities.

Convenience

You can trade quickly and comfortably.

High Returns

Generate a higher return on investment (ROI) over a predefined period.

Liquidity

You can quickly convert your asset into liquid cash without affecting its market price.

Save Tax

Make investments in ELSS and avail tax exemption.

Equity Mutual Fund Model Portfolio

The Equity Mutual Fund Model Portfolio is a well-researched basket of curated funds based on quantitative analysis and ready-to-go portfolios for various investor risk profiles. These portfolios are created based on a ranking method through statistical data analysis of key ratios, and the bucketing of schemes which are based on risk and volatility of funds through the distribution method. Ideal portfolios are created with top ranking funds in each category. Our MF model portfolio has 4 baskets – low risk, medium risk, high risk, and Equity Linked Savings Scheme (ELSS) funds.

Awards & Recognition

Benefits Of Mutual Fund

HIGH-RETURNS

Generate a higher Return of Investment (ROI) over a predefined period with adequate knowledge.

LIQUIDITY

You can quickly convert your asset into ready cash without affecting its market price.

TAX-SAVING

Make investments by saving on taxes.

Frequently Asked Questions

Investing in mutual funds becomes easy when you understand well.

A mutual fund distributor refers to an entity that facilitates investors/trade-in different mutual funds.

A Mutual fund portfolio consists of investments in various mutual fund schemes.

Mutual fund investment goals are categorized into three groups:— Short-term goals (1-3 years), Medium-term goals (3-5 years), Long-term goals (5 years or more).

Every mutual fund comes with different features and benefits for investors or traders. You need to choose a mutual fund scheme that aligns with your best interest. 

Investing in any mutual fund scheme may be daunting at first. But you will find investing in a mutual fund scheme easier as you gain knowledge and experience over time. 

Net Asset Value (NAV) refers to the performance of a particular mutual fund scheme. 



Our Customers Share Their Honest Experiences!

Open Demat Account