Birla Sun Life Mutual Fund Advisors- Brokers Distributors IFAs Agents

Birla Sun Life Mutual Fund – Advisors-Brokers-Distributors-IFAs-Agents

We offer one of the widest arrays of fund families in the industry, and we have the tools to help you choose the right fund or basket of funds to meet your unique goals. We work closely with you to develop a mutual fund portfolio that’s suitable for your specific situation or for wealth creation.

We provide following services for Birla Sun Life Mutual Fund:

  1. Purchase of Birla Sun Life Mutual Funds.
  2. Switch of Birla Sun Life Mutual Funds from one fund to another.
  3. Systematic Investment Plan (SIP) in Birla Sun Life Mutual Funds
  4. Systematic Withdrawal Plan (SWP) in Birla Sun Life Mutual Funds
  5. Systematic Transfer Plan (STP) in Birla Sun Life Mutual Funds
  6. Sale/Redemption of Mutual Funds
  7. Offline, Online Demat Investment Services
  8. Birla Sun Life Mutual Funds Asset Allocation & Portfolio Rebalancing

The Investor has a single window to access all mutual fund product / scheme. RGESS (Rajiv Gandhi Equity Saving Scheme) available which provides Tax benefit under section 80CCG over and above section 80C of Rs. 150000/-, Birla Sun Life Mutual Funds Equity Link Saving Schemes (ELSS) gives Tax Benefit u/s 80C for investment upto Rs. 1,50,000/-.

Contact Sanriya IAPL on +91 9822 403 407 / +91 9371 011 297

We focus on five measurable potential benefits to our consumers:

(a)    Assistance selecting Mutual funds that are harder to find or harder to evaluate;

(b)    Access to Mutual Funds with lower expenses ratio or costs;

(c)    Access to funds with better consistent performance;

(d)   Mutual Fund with asset allocation and portfolio Rebalancing

(e)    Attenuation of behavioural investor biases.

Mutual funds are sold to investors through entities variously known as Mutual Fund Brokers / Mutual fund distributors / Mutual funds agents (referred to as ‘distributors’ hereafter). These distributors perform two functions. They act as agents of the Asset Management Companies (AMCs) in helping them sell their schemes. They also act as Mutual Fund advisors to investors in helping the investors choose a scheme suited to their needs.

What is the difference between an investment adviser and a financial planner?

Most financial planners are investment advisers, but not all investment advisers are financial planners. Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals.

Home Service available –Pune*

Click here for Birla Sun Life Mutual Funds Application Forms

Some of the schemes of Birla Sun Life Mutual Funds

Birla Sun Life 95 Fund
Birla Sun Life AAF
Birla Sun Life Advantage Fund
Birla Sun Life Banking And Financial Services Fund
Birla Sun Life Basic Industries Fund
Birla Sun Life Buy India Fund
Birla Sun Life Cash Plus
Birla Sun Life CEF
Birla Sun Life Constant Maturity 10 Year Gilt Fund
Birla Sun Life Dividend Yield Plus
Birla Sun Life Dynamic Bond Fund
Birla Sun Life Enhanced Arbitrage Fund
Birla Sun Life Equity Fund
Birla Sun Life Equity Savings Fund
Birla Sun Life Floating Rate Fund Short/Long Term
Birla Sun Life Freedom Fund
Birla Sun Life Frontline Equity Fund
Birla Sun Life Gilt Plus
Birla Sun Life Gold Fund
Birla Sun Life Govt. Securities Short Term
Birla Sun Life Income Fund
Birla Sun Life Income Plus
Birla Sun Life Index Fund
Birla Sun Life India GenNext Fund
Birla Sun Life India Opportunities Fund
Birla Sun Life India Reforms Fund
Birla Sun Life Infrastructure Fund
Birla Sun Life International Equity Fund
Birla Sun Life Long Term Advantage Fund
Birla Sun Life Manufacturing Equity Fund
Birla Sun Life Medium Term Plan
Birla Sun Life Midcap Fund
Birla Sun Life MIP
Birla Sun Life MNC Fund
Birla Sun Life Monthly Income
Birla Sun Life Monthly Income Plan II – Savings
Birla Sun Life Monthly Income Plan II – Wealth
Birla Sun Life New Millennium Fund
Birla Sun Life Pure Value Fund
Birla Sun Life Savings Fund
Birla Sun Life Short Term Fund –
Birla Sun Life Short Term Opportunities Fund
Birla Sun Life Small and Midcap Fund
Birla Sun Life Special Situations Fund
Birla Sun Life Tax Plan
Birla Sun Life Tax Relief 96 Fund
Birla Sun Life Top 100 Fund
Birla Sun Life Treasury Optimizer Plan
BSL Treasury Optimizer Plan

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2 comments

  1. anil rohra

    I want to invest my capital gain in nhai capital gain bonds but nhai capital gain bonds closing on 31 march 2015 after 31 march 2015 when nhai capital gain bonds issue b coz rule is after regestrey of my propertey with in 6 months capital gain invest in capital gain bonds suppose nhai issue the capital gain bonds after 6 months regestrey of my propertey after that i invest my capital gain in nhai capital gain bonds please clear

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