Malewar Mutual Funds
Best Financial Advice & Insurance 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 very glad to say that the Mutual Fund Services are available at your doorstep now as well as online You may call or message us through any social media account, we always serve you the best services and the mutual fund scheme as per your need and suitability.
Basics of Mutual Fund
- Basics of Mutual Funds
- History in India
- How its works in the Indian Economy
- How & Why it’s Important Today
Portfolio Management
- What is Portfolio Management
- Why it’s needed?
- Who should have managed it
- How can it do
- Identify Investor’s needs & Planning in accord
- Creating the Diversify Portfolio
- Risk Profiling
Investment Options In Mutual Funds
- 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)
- It’s the first and essential process for entering in Security Market for any Individual and Non-Individual
- Online and Offline Options are Available
- It’s not more than a 15-minute process for your PAN to be investment-ready
- On the same day, you can start investing
Online Investment & Tracking
- App-based investment tracking
- Web-based login service
- Purchase LUMSUM
- Start SIP
- Start Tax Saving (ELSS)