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)

WHY CHOOSE US

Choose the Correct Scheme On Time​

Good Knowledge of the Investment Finance & Insurance Industry and more.

Professional & Hard Working

Our technology-driven approach helps you with online Investment without imposing any charges.

24/7 Paperless Investment Process

Just open an account without paperwork, Invest ready in a day.

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