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What Is A Mutual Fund (MF)?

A mutual fund is a financial scheme where an asset management company or professional fund manager obtains money from many investors with the same investment goal. After collecting, they invest it in Equity, Bonds, Money Market Instruments, or other financial instruments to produce capital gains. After buying the scheme, every investor gets units that determine a holding portion of that fund. After gaining capital through the mutual fund scheme, there will be profit distribution, where each investor will earn proportionally after getting a certain amount deducted into expenses.

Types Of Mutual Funds

Equity Fund

An Equity fund is a financial instrument through which you can invest in shares and other financial assets like derivatives, futures and options, etc. It also refers to a Growth fund.

Equity Fund

An Equity fund is a financial instrument through which you can invest in shares and other financial assets like derivatives, futures and options, etc. It also refers to a Growth fund.

Debt Fund

A Debt fund helps you invest in Money Market Instruments, Corporate & Government Bonds, and Corporate Debt Securities, etc. It also refers to Fixed Income Funds or Bond Funds.

Debt Fund

A Debt fund helps you invest in Money Market Instruments, Corporate & Government Bonds, and Corporate Debt Securities, etc. It also refers to Fixed Income Funds or Bond Funds.

Balanced Fund

A balanced fund is equally invested into equity and debt in a predetermined proportion. It is also referred to as hybrid funds.

Balanced Fund

A balanced fund is equally invested into equity and debt in a predetermined proportion. It is also referred to as hybrid funds.

ELSS

An ELSS stands for Equity-linked Savings Scheme by which you can save tax under Section 80C of the Income Tax Act, 1961. It is also known as a tax-saving fund.

ELSS

An ELSS stands for Equity-linked Savings Scheme by which you can save tax under Section 80C of the Income Tax Act, 1961. It is also known as a tax-saving fund.

Why Invest In A Mutual Fund?

Various options

You will get a variety of mutual fund schemes to choose from as per your financial goal.

Modes of investment

You will get a variety of mutual fund schemes to choose from as per your financial goal. 
    • There are two investment modes like Lump-sum or SIP
    • Lump-sum — a single yet more significant payment is made at once 
    • SIP — Several smaller instalments are made periodically 

Affordability

You can start investing as low as Rs. 100 in most mutual fund schemes like SIP.   

Risk Mitigation

You can keep your portfolio safe and ensure higher returns with a risk management strategy.

Financial Discipline

Focusing on investing a fixed amount every month will make you financially disciplined.

Improve Risk Appetite

Investing in mutual schemes will enlighten you to be more consistent and patient over time.

Well-regulated

The regulation of Mutual Funds in India is under the Securities and Exchange Board of India (SEBI), where they protect investors’ interests.

How To Invest In Mutual Funds At Marwadi?

  • Step
    1

    Fill  up an account opening form and get your KYC completed.
  • Step 2

    You will get a call from our company representative for online or in-person verification.
  • Step 3

    Once  verification is completed, you can invest in the right mutual fund.

Invest In Mutual Funds

We are committed to delivering an affordable yet reliable online trading platform to enjoy all the benefits of the mutual fund schemes in your best interest.

When To Invest In Mutual Funds?

Investing in mutual funds doesn’t work on any specific concept like best or fixed time to invest. But investing in mutual funds can indeed help you make higher returns when the performance of the capital market is down. There are also some suggestions like investing when the market reaches the rock button, investing when the unexpected fall in the development of the realty sector, investing when bond yields are the highest. While waiting for all these opportunities, make sure that you are not missing any other investment opportunities. And it is also possible that you miss matching your present situation with any of the scenarios mentioned above. However, it is a proven method that gaining adequate knowledge about the capital market and identifying associated risks will help you make significant returns.

Features Of Mutual Funds At Marwadi

Transparency

You can get price levels, market position, audited financial reports, etc., about the organization.

Diversification

Your portfolio will get exposure to different securities across various sectors.

Flexibility

You can trade at your preferred time from any place

Notification

You will get notification about your trades execution along with other happenings in the market.

Easy investment

You can store and trade in different securities with a hassle-free 

Security

You will get utmost security while storing and trading in a security.

Monitor

You will be able to check and observe the performance of your securities and other trading activities taking place.

Quick

 You will get quick execution on your trades.

Immediate

You can execute your trades at the instant.

Convenient

You can trade quickly and comfortably.

Awards & Recognition

Benefits Of Mutual Fund

HIGH-RETURNS

Generate a higher Return of Investment (ROI) over a predefined period with adequate knowledge.

LIQUIDITY

You can quickly convert your asset into ready cash without affecting its market price.

TAX-SAVING

Make investments by saving on taxes.

Frequently Asked Questions

Investing in mutual funds becomes easy when you understand well.

A mutual fund distributor refers to an entity that facilitates investors/trade-in different mutual funds.

A Mutual fund portfolio consists of investments in various mutual fund schemes.

Mutual fund investment goals are categorized into three groups:— Short-term goals (1-3 years), Medium-term goals (3-5 years), Long-term goals (5 years or more).

Every mutual fund comes with different features and benefits for investors or traders. You need to choose a mutual fund scheme that aligns with your best interest. 

Investing in any mutual fund scheme may be daunting at first. But you will find investing in a mutual fund scheme easier as you gain knowledge and experience over time. 

Net Asset Value (NAV) refers to the performance of a particular mutual fund scheme. 



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