Portfolio Review & Tracking
A consolidated view of your mutual fund holdings, online tracking and periodic review meetings.
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Saving for your child's milestones
School, higher education and the big milestones of your child's life are easier to meet when savings start early. We facilitate products parents commonly use to save for these goals and manage all the documentation involved.
From opening a folio in your child's name to updating it when they turn eighteen, we take care of the paperwork at every stage.
What we help with
Here is what this service covers when you work with us.
- SIPs linked to your child's milestones
- Children's solution-oriented mutual funds
- Sukanya Samriddhi Yojana for the girl child
- Term cover to protect the goal
- Minor folio opening with guardian documents
- Change of status when the child turns 18
How it works
From your first call to every service request after that.
01
Connect with us
Call, WhatsApp or visit our Bhopal office to tell us what you are looking for.
02
Complete KYC
We help with KYC, risk profile and account documentation for each product.
03
Choose and invest
Review scheme or policy documents we share, then decide and transact.
04
Ongoing service
Statements, service requests, renewals and periodic reviews, handled by us.
Points to keep in mind
- Children's funds carry a lock-in of five years or until the child attains majority, whichever is earlier.
- Mutual fund investments are subject to market risks; the amount available at the milestone is not fixed.
- SSY accounts can be opened only for a girl child below 10 years of age, subject to scheme rules.
Disclosure: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Insurance is the subject matter of solicitation. Post Office scheme rates are notified by the Government and may change. The Investments Hub is an AMFI registered Mutual Fund and SIF Distributor (ARN-302730). Information on this page is for general awareness and is not a recommendation to buy or sell any product.
Other services
Mutual Fund Distribution
Access to schemes across AMCs, with end-to-end transaction, KYC and documentation support.
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Specialized Investment Fund
SEBI's new asset class between mutual funds and PMS, with a minimum of Rs 10 lakh per PAN.
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Call or WhatsApp us between 10:00 AM and 8:00 PM, or visit our office in Sonagiri, Bhopal.