Union KBC 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 Union KBC Mutual Fund:
- Purchase of Union KBC Mutual Funds.
- Switch of Union KBC Mutual Funds from one fund to another.
- Systematic Investment Plan (SIP) in Union KBC Mutual Funds
- Systematic Withdrawal Plan (SWP) in Union KBC Mutual Funds
- Systematic Transfer Plan (STP) in Union KBC Mutual Funds
- Sale/Redemption of Mutual Funds
- Offline, Online Demat Investment Services
- Union KBC 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/-, Union KBC 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.
UNION KBC Mutual Fund Scheme
UNION KBC Asset Allocation Fund – Moderate Plan
UNION KBC Capital Protection Oriented Fund- Series 3
UNION KBC Dynamic Bond Fund
UNION KBC Equity Fund
UNION KBC Liquid Fund
UNION KBC Small & Mid CAP Fund
UNION KBC Tax Saver Scheme
UNION KBC Trigger Fund
UNOIN KBC Ultra Short Ter Debt Fund
Home Service available –Pune*
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