Services

Mutual Fund Distribution & Transaction Support

Facilitation of purchase, redemption, switch, and SIP transactions
Assistance across equity, debt, hybrid, and other mutual fund categories
Support for both lump-sum and systematic investment transactions

Portfolio Structuring & Asset Allocation Support

Assistance in structuring mutual fund portfolios based on stated financial goals
Asset allocation aligned to risk profile and investment horizon
Periodic portfolio reviews for alignment with objectives

Suitability & Risk Profiling

Understanding investor risk tolerance, time horizon, and liquidity needs
Facilitating investments suitable to the client’s stated objectives
Providing product-related information to support informed decisions

Investor Education & Market Communication

Sharing mutual fund product features, risk factors, and investment characteristics
Providing educational material to improve investor awareness
Communicating regulatory or product-related updates

Specialized Support for HNIs & UHNIs

Coordinated portfolio structuring across multiple folios and AMCs
Support for family accounts and consolidated reporting
Confidential and relationship-driven servicing approach

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