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Investactive Mutual Fund

INVESTACTIVE MUTUAL FUND ALLOCATION PORTFOLIOS

With InvestActive Mutual Funds Allocation Portfolios, you can conveniently invest in a bouquet of Mutual Funds as per your risk appetite.

Objective: To deliver superior risk adjusted returns to clients by creating a portfolio of Mutual Funds based on the clients’ risk profile.

Features & Benefits:

Concentrated portfolio of 3 MF schemes in each category shortlisted based on comprehensive research process
Rebalancing and review every 3 months
Quarterly performance report and newsletter
All transactions executed digitally and units in demat form – no need for physical application forms
100% invested at all times – no timing of markets
Client has option to ask advisor to switch risk profile based on outlook*
Holding period advised of 2 years & above
Minimum investment Rs. 2 lakhs and in multiples of Rs.1 lakh

* Exit loads as applicable for switches / redemptions in mutual fund scheme.

Get in touch with us by email on investactivemf@plindia.com or call 022 6632 2366 / 1860 210 2222.

Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do's & Don't's) in Vernacular Language : BSE | NSE | MCX

1) Attention Investors: Prevent Unauthorised transactions in your account. Update your Mobile Numbers/Email IDs with your Stock Brokers. Receive information of your transactions directly from Exchange on your Mobile/Email at the end of the Day .......... Issued in the interest of Investors. 2) Attention Investors: Prevent Unauthorized Transactions in your demat account. Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL/ NSDL on the same day..........issued in the interest of investors. 3) KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. 4) No need to issue cheques by investors while subscribing to IPO. Just write Bank Account Number & sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account .