Mutual Funds Distribution

Mutual Fund Investments & Distribution

The mass-affluent of India has an increasing appetite for mutual fund investments, looking for a robust choice of products as well as recommendations you can act upon and grow.

PLIndia is expanding its reach across India to reach the mass-affluent investor across the breadth of the country.

Features

  • Understanding Financial needs of clients by considering factors like risk appetite investment time horizon, age, tax implications, etc.
  • Team of experienced Relationship Managers to help select the right scheme.
  • Facility to Purchase Mutual units in physical, demat and online mode.

Advantages & Strengths

  • Unbiased and regular professional advice based on individual needs.
  • Fund allocation aimed at optimizing returns for individual investment time horizon
  • Regular and stringent monitoring of portfolios
  • Empanelled with all leading AMCs
  • Recommendations backed by thorough research
  • Monthly updates on Mutual Fund holdings and portfolio reviews
  • Facility to view portfolio online on our website

For more information on PL's Mutual Funds Distribution and Mutual Funds investment services, contact: