Being investing ready

It’s important for investors to carefully consider their investment objectives (their financial goals), risk tolerance, and investment time horizon while choosing funds.

Before you proceed you need to be KYC compliant. First, check your KYC status below. If your KYC is pending, you can proceed with either online KYC or alternatively you can also download the KYC form and handover to your MF distributor or submit to the nearest CAMS/KFINTECH/AMC office.

Check KYC status

Check your KYC compliance (requires PAN)

CAMS | NSDL | NSE KRA

Online e-KYC

Complete your KYC online in few easy steps. Keep Aadhaar and PAN handy.

KYC form

Download and fill KYC form and submit to nearest CAMS or AMC offices.

Invest in Mutual Funds.

AMFI (Association of Mutual Funds in India) Registered Mutual Fund Distributor. Kaushik Kamal Paul. ARN-114400.

DISCLAIMER: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax, and financial implications of the investment/participation in the scheme.

Start a SIP. Save Tax

E.L.S.S investments are eligible for deduction in taxable income of up to ₹1,50,000 under section 80C. E.L.S.S. have the shortest lock-in period (3 years) with possibility to earn higher returns compared to other tax-saving instruments. KNOW MORE ABOUT ELSS FUNDS

The simplest way to get started with ELSS is start a SIP.

Features of Mutual Funds

Mutual funds are managed by portfolio managers of Asset Management Companies, who make investment decisions on behalf of the investors to provide them with diversification, professional management, and potential capital appreciation.

Diversification

Diversification can reduce the negative impact of any security on the overall portfolio. Mutual funds invest in a variety of securities, which helps spread the risk.

Professional Mgmt

Fund managers analyze market trends, economic conditions, and individual securities and make investment decisions based on the fund’s objectives.

Variety of Funds

Mutual funds include equity funds, money market funds, balanced funds. You have to choose your fund based on your goals, risk tolerance, and time horizon.

Affordability

Mutual funds allow investors to participate in a diversified portfolio with a relatively small investment. Additional investments can be done regularly as per affordability.

Liquidity

You can buy or sell mutual funds on any business day at the NAV price. This allows investors with liquidity to easily convert their investments into cash.

Regulation

financial authorities in the countries where they operate regulates Mutual funds. Regulations are in place to protect investors and ensure transparency.

Transparency

MFs are required to disclose their holdings and performance regularly. Transparency helps investors make informed decisions about their investments.

Fees and Expenses

MFs may charge managing expenses and fees. Expense ratio covers the operating expenses. Sales loads are fees associated with buying or selling shares.

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