Sundaram 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 Sundaram Mutual Fund:
- Purchase of Sundaram Mutual Funds.
- Switch of Sundaram Mutual Funds from one fund to another.
- Systematic Investment Plan (SIP) in Sundaram Mutual Funds
- Systematic Withdrawal Plan (SWP) in Sundaram Mutual Funds
- Systematic Transfer Plan (STP) in Sundaram Mutual Funds
- Sale/Redemption of Mutual Funds
- Offline, Online Demat Investment Services
- Sundaram 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. 150,000/-, Sundaram Mutual Funds Equity Link Saving Schemes (ELSS) gives Tax Benefit u/s 80C for investment upto Rs. 1,50,000/-.
Contact Sanriya IAPL on 9822403407 / 9371011297
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.
SUNDARAM Mutual Fund Scheme
Sundaram Balanced Fund
Sundaram Banking & PSU Debt Fund
Sundaram Bond Saver
Sundaram Entertainment Opportunities Fund
Sundaram Equity Multiplier
Sundaram Equity Plus
Sundaram Financial Services Opportunities Fund
Sundaram Flexible Fund Flexsible Income Plan
Sundaram Flexible Fund Short-Term Plan
Sundaram Gilt Fund
Sundaram Global Advantage
Sundaram Growth Fund
Sundaram Income Plus
Sundaram Infrastructure Advantage Fund
Sundaram Long Term Tax Advantage Fund (I-II)
Sundaram Money Fund
Sundaram Monthly Income Plan
Sundaram Monthly Income Plan (Aggressive)
Sundaram Rural India Fund
Sundaram S.M.I.L.E Fund
Sundaram Select Debt Short-Term Asset Plan
Sundaram Select Focus
Sundaram Select Micro Cap-Series (I-X)
Sundaram Select Mid Cap
Sundaram Select Small Cap Series (II-IV)
Sundaram Select Thematic Funds – PSU Opportunities
Sundaram Tax Saver
Sundaram TOP 100 Series (I-V)
Sundaram Ultra Short term Fund
Sundaram Value Fund Series (I-II-III)
Sundaram World Brand Fund Series (I-III)
Home Service available –Pune*
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