Mutual Fund Advisors Brokers Distributors Agents Consultants

Mutual Fund Advisors-Brokers-Distributors-Agents-Consultants-Advisory Service

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 focus on 5 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.

 We provide all types of following services for all Mutual funds companies:

1. Purchase of Mutual Funds.

2. Sale/Redemption of Mutual Funds

3. Switch of Mutual Funds from one fund to others.

4. Systematic Investment Plan (SIP)

5. Systematic Withdrawal Plan (SWP)

6. Systematic Transfer Plan (STP)

We have tie-ups with below mentioned Asset Management Companies (AMCs) and for all mutual funds schemes, are part of our product basket. We offer any mutual fund scheme to our client. The customers have a single window access to any mutual fund product / scheme they would like to access.

Also RGESS Scheme available. (Rajiv Gandhi Equity Saving Scheme) Tax benefit under section 80CCG over and above section 80C of Rs. 150000/-pune

Contact Sanriya IAPL on 9822403407 / 9371011297

We are providing all above services to below mentioned Mutual funds companies:

  • Axis Mutual Fund Advisors-Brokers-Distributors-Agents
    Baroda Pioneer Mutual Fund Advisors-Brokers-Distributors-Agents
    Birla Sun Life Mutual Fund Advisors-Brokers-Distributors-Agents
    BNP Paribas Mutual Fund Advisors-Brokers-Distributors-Agents
    BOI AXA Mutual Fund Advisors-Brokers-Distributors-Agents
    Canara Robeco Mutual Fund Advisors-Brokers-Distributors-Agents
    Deutsche Mutual Fund Advisors-Brokers-Distributors-Agents
    DSP BlackRock Mutual Fund Advisors-Brokers-Distributors-Agents
    Edelweiss Mutual Fund Advisors-Brokers-Distributors-Agents
    Escorts Mutual Fund Advisors-Brokers-Distributors-Agents
    Franklin Templeton Mutual Fund Advisors-Brokers-Distributors-Agents
    Goldman Sachs Mutual Fund Advisors-Brokers-Distributors-Agents
    HDFC Mutual Fund Advisors-Brokers-Distributors-Agents
    HSBC Mutual Fund Advisors-Brokers-Distributors-Agents
    ICICI Prudential Mutual Fund Advisors-Brokers-Distributors-Agents
    IDBI Mutual Fund Advisors-Brokers-Distributors-Agents
    IDFC Mutual Fund Advisors-Brokers-Distributors-Agents
    IIFL Mutual Fund Advisors-Brokers-Distributors-Agents
    Indiabulls Mutual Fund Advisors-Brokers-Distributors-Agents
    ING Mutual Fund Advisors-Brokers-Distributors-Agents
    JM Financial Mutual Fund Advisors-Brokers-Distributors-Agents
    JP Morgan Mutual Fund Advisors-Brokers-Distributors-Agents
    Kotak Mahindra Mutual Fund Advisors-Brokers-Distributors-Agents
    L&T Mutual Fund Advisors-Brokers-Distributors-Agents
    LIC Nomura Mutual Fund Advisors-Brokers-Distributors-Agents
    Mirae Asset Mutual Fund Advisors-Brokers-Distributors-Agents
    Morgan Stanley Mutual Fund Advisors-Brokers-Distributors-Agents
    Motilal Oswal Mutual Fund Advisors-Brokers-Distributors-Agents
    Peerless Mutual Fund Advisors-Brokers-Distributors-Agents
    PineBridge Mutual Fund Advisors-Brokers-Distributors-Agents
    PPFAS Mutual Fund Advisors-Brokers-Distributors-Agents
    Pramerica Mutual Fund Advisors-Brokers-Distributors-Agents
    Principal Mutual Fund Advisors-Brokers-Distributors-Agents
    Quantum Mutual Fund Advisors-Brokers-Distributors-Agents
    Reliance Mutual Fund Advisors-Brokers-Distributors-Agents
    Religare Invesco Mutual Fund Advisors-Brokers-Distributors-Agents
    Sahara Mutual Fund Advisors-Brokers-Distributors-Agents
    SBI Mutual Fund Advisors-Brokers-Distributors-Agents
    Shriram Mutual Fund Advisors-Brokers-Distributors-Agents
    Sundaram Mutual Fund Advisors-Brokers-Distributors-Agents
    Tata Mutual Fund Advisors-Brokers-Distributors-Agents
    Taurus Mutual Fund Advisors-Brokers-Distributors-Agents
    Union KBC Mutual Fund Advisors-Brokers-Distributors-Agents
    UTI Mutual Fund Advisors-Brokers-Distributors-Agents.

Mutual funds are sold to investors through entities variously known as Brokers / distributors / 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 advisors to investors in helping the investors choose a scheme suited to their needs. 

  • Who is Mutual Fund Agent: A Mutual Fund agent is a person who obtains a valid certificate through the exams conducted by the National Institute of Securities Markets (NISM). 
  • Who is Mutual Fund Advisors? An investment adviser is an individual or a firm that is in the business of giving advice about Mutual Funds to clients. 
  • Difference between Agent and Advisor: are not one and the same, they are different in their profession. Agent will work for the commission they will earn from the AMC. The advisor will work for the fees they earn from the investor. Advisor should thing about the profit that their client will earn for each financial year. 
  • What is an investment adviser? An investment adviser is an individual or a firm that is in the business of giving advice about Mutual Funds to clients. 
  • 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 like
  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • Investment Planning
  • Insurance – Risk Planning
  • Buying Real Estate ( Home /Plot etc.)
  • Rebalancing & Asset Allocation of Investments
  • Child Education Funding Planning
  • Childs Marriage Funding – Planning
  • Health – Mediclaim Insurance

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3 comments

  1. CHANCHALA

    Hi,
    I want to start an SIP in mutual funds , i just want to know that
    Do you charged some fees to start a sip in mutual funds?
    If yes, how much fees you charged?
    please let me know the details about the above matter

    Regards,
    chanchala

  2. If you want to invest in Mutual Fund through SIP. If you want to know complete information about Mutual Fund. And how he works.If you want a free advicery from our side. If you  Want to know which fund perform better in the Market. Which fund gives you the highest return. Call our financial advisor. We are giving the free advisor to all the people who want to invest in mutual fund. Mo: 9833346272

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