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

  • The MMFSL Fixed Deposit has a India Ratings – ‘IND AAA / Stable’ which indicates highest safety
  • 0.25% additional interest rate for senior citizens for Samruddhi Fixed Deposits
  • 0.35% additional interest rate for all Mahindra group company employees & their relatives for Samruddhi Fixed Deposits

Eligibility and Documentation

+For Resident Individuals
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+For Companies
+For Non-Resident Indians (NRI)
+For Partnership Firms
+For Trusts and Foundations
+Charitable Trust
+HUF
+ Family Trust
+Sole Proprietorship
+Club, Association, Society

FAQs

+What are the schemes of deposits available?
+What is the difference between a non-cumulative deposit and a cumulative deposit?
+ What is the minimum deposit amount for the cumulative deposit & the non-cumulative deposit schemes?
+How do I tender the amount for the deposit?
+Is there a prescribed form for making deposit?
+If parents for the minor are not alive, then who is to be deemed as the guardian?
+Can a deposit be made in the name of minor alone?
+Can a power of the Attorney (POA) holder sign the deposit application form?
+Is there an extra interest rate for the senior citizen?
+Can a joint account be maintained?
+How do I change my correspondence address and the other personal details?
+Can a trust invest in FD?
+Can a company invest in FD?
+Is there any brokerage/incentive for deposits?
+Do you offer monthly interest on deposits?
+What are the modes by which the interest is paid?
+Interest warrants are drawn from which bank?
+Can you send the interest warrants favoring the second depositors?
+When will the interest be credited in a non-cumulative scheme?
+What happens if the prevalent interest rates come down?
+What happens if the prevalent interest rate goes up?
+When is Income Tax deducted at source from interest?
+What is Form 15G and Form 15H and where do I get it from?
+What is the difference between Form 15G and the Form 15H?
+Is it not enough to furnish the Form only once at the time of placing the deposit?
+What type of certificate do you get for the tax deducted at source and how is the certificate generated?
+In case of salaried person, if the income tax is deducted at source from salary, can he/she furnish 15G/15H?
+Can you open more than one account in the same order of names?
+In case there is an urgent need of money, can a withdrawal be made from deposits?
+Will a certificate be generated even if no tax has been deducted?
+What will be the address printed on the TDS Certificates?
+What to do if there is change in the address?
+When will the TDS certificate will dispatched?
+How to view the credit of the Tax Deducted (TDS) by the company?
+What is the significance of furnishing Permanent Account Number?
+Is it not enough to furnish the Form only once at the time of placing the deposit?
+In case if there is an urgent need for money, can a withdrawal be made from deposit?
+Can a withdrawal be made from the deposit after 3 months?
+Can a premature proceeding be paid favoring the second/third depositor?
+Will the deposit be paid back in cash?
+Can you send the payments directly to the depositor's bank?
+What is the process of taking premature withdrawal?
+Will you allow loan on deposit?
+What is the rate of interest chargeable for loans?
+If the sole depositor dies, what are the documents required?
+Do you accept NRI deposits?
+Can I apply online?
+How can I renew the deposit?
+What are options of renewal?
+Are there any Pre-closure Instructions?

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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