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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Mutual funds, handled end to end
As an AMFI registered mutual fund and SIF distributor (ARN-302730), we help investors access mutual fund schemes of various Asset Management Companies and take care of the paperwork that comes with investing, from KYC to transactions and every service request after that.
We share scheme information, scheme documents and the risk-o-meter of each scheme so you can read them and take your own investment decision. We distribute regular plans and receive commission from AMCs, as explained on our Commission Disclosure page.
What we help with
Here is what this service covers when you work with us.
- KYC and folio opening assistance
- Scheme documents (SID, SAI, KIM) shared for your review
- Lumpsum, SIP, STP and SWP transactions
- Switches, redemptions and nomination updates
- Consolidated account statement support
- Coordination with AMCs and RTAs on service requests
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
- You take every investment decision after reading the scheme related documents.
- Mutual fund units are subject to market risks; returns are neither fixed nor assured.
- Regular plans include distributor commission in their expense ratio. Direct plans of the same schemes are available directly from AMCs at a lower expense ratio.
Disclosure: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in future. 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.
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Call or WhatsApp us between 10:00 AM and 8:00 PM, or visit our office in Sonagiri, Bhopal.