Tata 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 Tata Mutual Fund:
- Purchase of Tata Mutual Funds.
- Switch of Tata Mutual Funds from one fund to another.
- Systematic Investment Plan (SIP) in Tata Mutual Funds
- Systematic Withdrawal Plan (SWP) in Tata Mutual Funds
- Systematic Transfer Plan (STP) in Tata Mutual Funds
- Sale/Redemption of Mutual Funds
- Offline, Online Demat Investment Services
- Tata 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/-, Tata 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.
TATA Mutual Fund Scheme
TATA BALANCED FUND
TATA BANKING & FINANCIAL SERVICES FUND
TATA DIGITAL INDIA FUND
TATA DIVIDEND YIELD FUND
TATA DUAL ADVANTAGE FUND – SCHEME A
TATA DUAL ADVANTAGE FUND-SERIES-2-SCHEME A
TATA DYNAMIC BOND FUND
TATA EQUITY OPPORTUNITIES FUND
TATA ETHICAL FUND
TATA FIXED MATURITY PLAN-SERIES 43 SCHEME – A
TATA FLOATER FUND
TATA GILT MID TERM FUND
TATA GILT SECURITIES FUND
TATA GILT SHORT MATURITY FUND
TATA INCOME FUND
TATA INCOME PLUS FUND
TATA INDEX FUND – NIFTY A
TATA INDEX FUND – SENSEX A
TATA INDIA CONSUMER FUND
TATA INDIA PHARMA & HEALTHCARE FUND
TATA INDIA TAX SAVINGS FUND
TATA INFRASTRUCTURE FUND
TATA INFRASTRUCTURE TAX SAVING FUND
TATA LARGE CAP FUND
TATA LIQUID FUND
TATA LIQUIDITY MANAGEMENT FUND
TATA MID CAP GROWTH FUND
TATA MONEY MARKET FUND
TATA REGULAR SAVING EQUITY FUND
TATA RESOURCES & ENERGY FUND
TATA RETIREMENT SAVINGS FUND-CONSERVATIVE PLAN
TATA RETIREMENT SAVINGS FUND-MODERT
TATA RETIREMENT SAVINGS FUND-PROGRE
TATA SHORT TERM BOND FUND
TATA TREASURY MANAGER FUND
TATA YOUNG CITIZENS FUND
Home Service available –Pune*
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