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Mutual Funds

Mutual Funds Distribution

Our Mutual Fund distribution team started its operation in September 2005, and since then, has spread widely across all parts of the country. The entire effort here is to provide you with end-to-end solutions to help you achieve your financial objectives in a hassle-free manner.

When it comes to investing, we understand that everyone has unique needs based on their own financial objectives and risk profiles. And while many investment avenues are open to investors, it is usually seen that in the longer run, equities typically outperform the others. Which is why, we believe that systematic investment in equity has the potential to help your money reap maximum returns and in turn, create more wealth for you in a shorter span of time.

However, investing in equity requires a thorough understanding of the market and its myriad complexities. This is where we step in with our expertise. Our advisors carefully understand your investment objectives and risk appetite. They accordingly help you allocate your money in schemes that are best suited for your unique needs. This way, you can hang up your boots, lie back and watch your money do all the hard work.

Risk Documentation

  • Features & Benefits
  • Eligibility and Documentation
  • FAQs

Features & Benefits

  • Equity Mutual Funds: Predominantly investing in equity and equity-related instruments (diversified)
  • Sector Funds: Technically called Thematic Funds, investing in particular sectors
  • Index Funds: Investing in exchange traded stocks, managing the funds passively
  • Fund of funds: Investing in the best performing mutual funds
  • Tax Saver Mutual Funds: Section 80C benefits, where the invested amount is locked for three years
  • Debt Mutual Funds: Investing in fixed income/government-related instruments
  • Monthly Income Plans: Where the monthly dividend is paid back to the investor
  • Liquid Funds: Investing in money market funds with high liquidity
  • Floating Rate Short Term Funds: Invests in debt securities, money market instruments & floating rate instruments with maturity profile of three months and up to 2 years
  • Gilt Funds: Investing in government-related securities
  • Fixed Maturity Plans: Fixed returns up to the maturity period
  • Gold Exchange Traded Funds: Predominantly investing in gold commodity stocks
  • New Fund Offers: The new funds launched by Fund Houses at a face value of Rs.10

Risk Documentation

Eligibility and Documentation

  • Anybody who would like to invest in mutual funds can invest or start saving in mutual funds. There is no age, sex or income barrier for investment.
  • KYC Documents: Duly signed KYC form with supported documents such as self-attested PAN card, address proof along with 1 photograph.

Fees and Charges

There are no administrative and investment advisory charges incurred by Mahindra Finance. However, as per SEBI regulations, depending on the Mutual Funds Schemes, investors have to pay an entry/exit load for each investment

Risk Documentation

FAQs

How do I invest in mutual funds and what is the procedure?+
How do I know about the scheme's performance in the past?+
How do I view my investment NAV updates?+
Where do I get information on the best performing funds?+
How and when can I liquidate my investment?+
How do I know who the Fund Manager is? Also, how do I find out about his past performance?+
How do I know the performance of my mutual fund investment?+
How do I redeem my investment?+
Can I increase/decrease/switch my SIP (Systematic Investment Plan) and lump sum amount?+
How do I change my bank account details and nominee details? +
How do I get to know the dividend history of my investment?+
How do I change my address and contact details? +

BIRLA COMMON APPLICATION FORM

BIRLA SIP OTM FORM

BIRLA MULITPAL SIP AUTO DEBIT FORM

BIRLA Application Form STP SWP

BIRLA COMMON TRANSLISP

Mutual Funds Contact Us

Write to us on: [email protected]

Dial: 1800 266 9266 (Toll free) [Mon – Sat, 9:30 am to 6:30 pm]

For Investment Queries dial: 8181010148 [Mon – Sat, 9:30 am to 6:30 pm]

Head office

Mahindra and Mahindra Financial Services Limited
2nd Floor, Sadhana House
Behind Mahindra Tower
570 PB Marg, Worli, Mumbai
Maharashtra- 400018, India

Get in Touch

Mahindra & Mahindra Financial Services Limited
4th Floor, Mahindra Towers,
Dr. G.M. Bhosale Marg,
P.K. Kurne Chowk, Worli,
Mumbai 400 018.

Click here to locate the nearest Mahindra Finance

Calculate Your EMI

  • Diverse loan offerings
  • Less documenation
  • Quick processing
Loan Amount
Tenure In Months
Rate of Interest %
Principal: 75 %
Interest Payable: 25 %

For illustration purpose only

Total Amount Payable

50000

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