Mutual Fund Distribution
Access to schemes across AMCs, with end-to-end transaction, KYC and documentation support.
Explore service
All your holdings in one view
When investments are spread across several AMCs and folios, it is hard to know where you stand. We give you a consolidated view of your mutual fund holdings, with online access through our Analytics portal.
Periodic review meetings help you see scheme-wise values, SIP status, asset allocation and documentation gaps such as missing nominees, so you stay informed about what you hold.
What we help with
Here is what this service covers when you work with us.
- Consolidated view across folios and AMCs
- Online access through our Analytics portal
- Periodic review meetings on your holdings
- Capital gains statements for tax filing
- Transaction history and SIP status
- Nominee and KYC status checks
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
- Review meetings cover factual information about your holdings and form part of our distribution service.
- Portfolio values shown are based on the latest available NAV and may differ from the realised value on redemption.
- Past performance may or may not be sustained in future.
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.
Other services
Specialized Investment Fund
SEBI's new asset class between mutual funds and PMS, with a minimum of Rs 10 lakh per PAN.
Explore service
SIP Services
Start, modify, pause or top up Systematic Investment Plans with full processing support.
Explore serviceTalk to us about your goals
Call or WhatsApp us between 10:00 AM and 8:00 PM, or visit our office in Sonagiri, Bhopal.