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Mutual Fund Distribution

Mutual Funds have emerged as a biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme. Having invested in mutual funds, there is another more herculean task of managing the funds, knowing their folios and current NAV. We will help you in evaluating the correct fund/scheme suitable to you based on your risk-bearing appetite and also help you in knowing the current NAVs and managing your folios across different funds/schemes.

Life Insurance Planning

Two major risks of Life - Living too long and living too short needs to be taken care of. We have wide range of Insurance Options to take care of both the events. Whats more! Life Insurance planning can help you achieve your financial goals and save on your taxes too. Remember - There is no substitute to Life Insurance. We will help you in structuring your insurance planning based on your needs and requirements.

Health Insurance Planning

Medical expenses are rising day by day and are only expected to go further up! Health insurance serves as hedge against medical expenses. We have good health insurance policies to cater to your needs.

General Insurance Planning

We at Advisory Services deals in all the General Insurance Products across various General Insurance Cos. as per our customer’s need and convenience.


Equity/Share Advisory Services

Investing in stock market is inarguably the best route to create wealth in long-term. However, it can also be a very risky proposition due to high risk-return trade-off prevalent in the stock market. Hence, it is more appropriate to take help of an experienced and trustworthy expert who will guide you as to when, where and how to invest.

Advisory Services

Advisory Services provides guidance in the exciting world of stock market with suitable trading solutions and value-added tools and services to enhance your trading experience.

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Latest News


Confused about which fund to invest in? Mutual funds just got easy All mutual fund schemes within a fund house will need to be appropriately distinct from each other in terms of strategy, asset allocation, etc.
Fri, 17 Nov 2017 11:45:27 +0530


Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Wed, 08 Nov 2017 12:05:50 +0530


Manish Sonthalia Manish Sonthalia also said that telco ARPUs could have bottomed out and a tariff hike is likely to be around the corner.
Fri, 03 Nov 2017 10:56:31 +0530


Swati Kulkarni Watch the interview of Swati Kulkarni, Executive Vice President and Fund Manager at UTI MF with Prashant Nair and Ekta Batra on CNBC-TV18, in which she shared her readings and outlook on market and specific stocks and sectors.
Tue, 31 Oct 2017 12:04:40 +0530


Can mutual funds help you generate tax efficient monthly fixed income? For regular returns, investors opt for fixed deposit, company deposit or small saving schemes. These suffer from disadvantages when it comes to taxation, falling interest rates liquidity in case of some emergency.
Wed, 25 Oct 2017 12:25:28 +0530


S Krishna Kumar S Krishna Kumar said that the bank recap step changed the framework with which PSU banks will be seen. He expects cement, infra stocks to get better as well.
Wed, 25 Oct 2017 10:41:39 +0530


Leo Puri CNBC-TV18 caught up with Leo Puri, MD, UTI AMC to talk about SIP culture and the outlook for the mutual fund industry going forward.
Mon, 23 Oct 2017 15:53:02 +0530


Lalit Nambiar Watch the interview of Lalit Nambiar, EVP - Fund Manager Head of Research at UTI MF with Prashant Nair, and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Wed, 18 Oct 2017 12:43:51 +0530


Adhil Shetty Your SIP investment must go up as your income rises.
Fri, 13 Oct 2017 12:14:33 +0530