Mutual Fund Distribution
One point of contact for buying, switching and redeeming mutual fund units across fund houses.
Overview
Mutual Fund Distribution
We distribute regular plans of mutual fund schemes from leading asset management companies (AMCs). You decide what to invest in; we explain the scheme documents, carry out the transactions and stay with you for the servicing that follows — statements, nominations, bank changes and redemptions.
As a distributor, we receive commission from AMCs on the regular plans you invest in. This is built into the scheme’s expense ratio, and the rates are listed on our Commission Disclosure page. Ask us about them at any time.
What we help with
What is included
Scheme categories, explained
Equity, debt, hybrid, index and solution-oriented schemes — with the riskometer, objective and costs shown side by side before you invest.
Lump sum and SIP transactions
One-time purchases and monthly SIPs placed online, with confirmations from the AMC or registrar sent straight to you.
Switches, STPs and redemptions
Move money between schemes of the same fund house or redeem units, with exit loads and tax impact pointed out first.
Consolidated statements
A single view of your folios across AMCs through CAMS, KFintech or MF Central, whenever you ask for one.
Nomination and KYC updates
Add or change nominees, update your mobile, email, address or bank mandate, and keep KYC in “validated” status.
Transmission support
If a unit holder passes away, we guide nominees and legal heirs through the claim paperwork, step by step.
How it works
Four simple steps
Talk to us
Tell us what the money is for, when you may need it and how much volatility you are comfortable with.
Complete KYC
We check your KYC status with the KRAs and help with fresh KYC or modifications if needed.
Choose schemes
We share scheme information documents, riskometers and costs. The final choice is always yours.
Invest and stay serviced
We place the transaction and remain your contact for statements and service requests.
Questions
Frequently asked
What is a regular plan?
Every mutual fund scheme has a direct plan and a regular plan. A regular plan is bought through a distributor and carries distribution commission within its expense ratio. That is the plan we distribute.
Do you charge a separate fee?
No. For mutual fund distribution we are paid through commission from the AMC. We do not charge you a separate fee for it.
Can I see all my funds in one place?
Yes. A Consolidated Account Statement (CAS) from CAMS, KFintech or MF Central shows all your folios. We can request one for you.
Good to know
- Mutual fund investments are subject to market risks. Returns are not assured.
- Past performance of a scheme may or may not be sustained in future.
- Exit loads and capital-gains tax may apply on redemption. Check the scheme document.
Ready to take the first step?
Talk to us about KYC, your first SIP, an NRI investment or an insurance renewal. We reply on call, email and WhatsApp.