As you are aware, currently an investor can hold securities in either physical or electronic form. The investor can transfer the securities held in physical form by sending the certificates to the Registrar & Transfer Agent (RTA) of the Issuer, along with transfer deed. If the documents are in order, the RTA transfers the securities in the name of the transferee by endorsement at the back of the certificate(s). However, with reference to SEBI notification No. SEBI/LAD-NRO/GN/2018/24 dated 8th June 2018, and the subsequent CDSL Communique No. CDSL/OPS/DP/POLCY/2018/351 dated 6th July 2018, please note that effective from 1st April 2019, the securities held in the physical form, will not be transferable. Only the securities held in electronic form will be transferable. Hence, kindly get the physical shares, if any, dematerialized by 1st April 2019, to avoid any inconvenience regarding the transfer of securities post this date. Please note that post 1st April 2019, the physical shares can be transferred to another person only in case of transmission [means the transfer of securities in case of death of holder(s)] or in case of transposition of securities [means a change of sequence of current holder mentioned on certificate].
   
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MUTUAL FUNDS

BEST MUTUAL FUNDS TRADING

Mutual Funds are one of the best investment options because they are easy to invest, professionally managed and cost-efficient. It can be done in two ways i.e. Lump Sum (one time) or Systematic Investment Plan (SIP).
Those who want to grow their wealth over a longer period of time, avail tax benefits and enjoying tax-free returns on such long-term investments and who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks for those mutual fund investments are ideal.

Here are some key Benefits of investing in Mutual Funds:

• Diversification, Liquidity and Tax benefits
• Professional management and Low transaction costs
• Approach for Disciplined investment

Why us?

• Invest in 8,000+ schemes across 40 Asset Management Companies
• Having wide distribution reach to all the cities through our Branches, Franchisee & Independent Financial Advisors
• We provide 33,000+ running SIPs from our current clients.
• We have built Mutual Fund AUM as a Mutual Fund Distributor.
• You can Invest in mutual fund schemes through Systematic Investment Plans (SIPs), Lump sum, Systematic Transfer Plan (STP), Systematic Withdrawal Plan (SWPs) and New fund offers (NFO ‘s) across all Equity, Debt, Balanced, Tax Saving funds assets.
• We give you the extra knowledge of trading for short term while staying invested in mutual funds for long term. Cross-Margin facility giving you an option to leverage your mutual fund units for margin required to trade in equities, derivatives, and currencies.

Our products and technology:

• We provide flexibility to invest online through a single login across all Desktop, Mobile or Web devices.
• Our advanced trading platforms give instant order placement and confirmation facility.
• Integrated access to Trade-Track-Review your portfolio through multiple platforms across all devices.
• By adding good portfolio snapshots to help you monitor your investments online 24 X 7 and enable you to make faster decisions.

Advice:

• Equity, Debt, Hybrid and ELSS schemes for advice across all fund segments.
• Our Dedicated Relationship Managers and advisory team to provide timely recommendations
• Our advice across all platforms Desktop, Web, Mobile & Tablet, SmartWatch

FAQ’s

  • What is a Mutual Fund?
  • Can a mutual fund change the asset allocation while deploying funds of investors?
What is a Mutual Fund?

A mutual fund is a mechanism for merging the resources insecurities by issuing units to the investors and investing funds with objectives as disclosed in offer document. They are issues units to the investors in accordance with quantum of money invested by them. Investors of mutual funds are known as unitholders.

Can a mutual fund change the asset allocation while deploying funds of investors?

According to the market trends, any reasonable fund managers can change the asset allocation. It can be done on a short-term basis on considerations. Though the mutual fund wants to change the asset allocation on a permanent basis, they are required to inform the unitholders.