Malewar Mutual Funds & insurance

Best Mutual Funds Advise, Insurance Services & Other Financial Services you can count on

Invest your time and efforts in growing your wealth.
Leave the accounting to us.

Certified | Experienced | Professional

What We Do

We are committed to provide you with proper guidance and financial planning according to your needs and available funds, you can invest with us for various purpose child education, child marriage, retirement planning, holiday planning and all financial management with future planning.

What is Mutual Funds?

Basics of Mutual Funds
History in India
How its work?
Why It’s Important Today

What is Portfolio Management?

What is Portfolio Management?
Why it’s needed?
Who should have managed it?
How can it do?
Why Identify Investor’s Needs & Planning?
What is the Diversify Portfolio?
What is Risk Profiling?

What are Investment Options?

SIP (Systematic Investment Plan)
Lump-Sum Purchase,
ELSS (Equity Link Saving Schemes)
NFO (New Fund Offering)
ETF (Equity Traded Fund)
Large Cap Funds
Mid Cap Funds
Small-Cap Funds

KYC (Know Your Customer)?

The first step to entering the Security Market
Aadhaar and PAN must be linked
Only do it Once
Do Online or Offline
It takes only less than 20 min
On the same day start investing

Online Investment & Tracking

App-based investment tracking
Web-based login service
Fresh Purchase (LUMSUM)
Start SIP (Systematic Investment Plan)
Tax Saving with (Equity Linked Saving Scheme)

Branding Partners

Unlisted Securities
Listed Securities
Fixed Deposit
Gold Bonds

Govt. & RBI Bonds and Fixed Deposit
NPS ICICI
Transaction Exchange
Payment Clearing Partner
Portfolio Service

Why Choose Us

Choose the Correct Scheme On Time​

Best Knowledge of Investment Finance & Insurance Industry and Professional Guidance.

Professional & Hard Working

Our technology-driven approach helps you with online Investment.

24/7 Paperless Investment

Register without paperwork, Be Invest ready in a day, KYC, e-mandate. Open Now

Declaration

Mutual Fund Investment Subject to Market risk, read all scheme related documents carefully, or
contact you Distributor Or Financial Advisor before investing in security market

Scroll to Top