Shashi Kant Bahl
Mutual Fund Investment for Every Financial Goal
Invest in mutual funds with MutualFundWala through a simple online investment process. Choose suitable mutual fund investment plans based on your financial goals, risk profile, and long-term objectives.
Goal-Based Investing
Expert Mutual Fund Guidance
Long-Term Wealth Creation
Associated with Leading Mutual Fund AMCs
Types of Mutual Funds ?
Mutual funds are investment vehicles that pool money from investors to purchase a diversified portfolio of securities, such as equities and fixed income instruments. On behalf of investors, professional fund managers invest the funds collected in a diversified portfolio of equities, fixed-income instruments, commodities, and other assets.
Investing in mutual funds offers investors the flexibility to start wth an investment amount of as low as ₹100, cancel, pause, and even withdraw the funds anytime. Long-Term Mutual Fund Investment is known for offering inflation-beating returns and has historically generated long-term wealth.
Expert Fund Management
As an investor, you can explore investment options and invest through SIP or lump sum investment in mutual fund schemes from almost all mutual fund houses.
Diversified Portfolio
Diversification is one of the key characteristics of mutual fund investing. Fund managers invest in a diversified portfolio of securities across multiple companies and sectors, and may also invest in fixed income instruments, gold, and other assets.
Flexible Investment Options
Investing in mutual funds offers investors the flexibility to start with an investment amount of as low as ₹100, cancel, pause, and even withdraw the funds anytime.
Start Investing with SIPs
You can start investing through SIP, in which mutual fund houses deduct a fixed amount every month from the investor’s registered bank account.
Goal-Based Investing
Goal-based investing helps investors plan for long-term goals such as children’s education, buying a house or car, travel, etc. For example, if you want to buy a car worth ₹10 lakh after five years, you can start investing ₹12,500 per month today. At 12% annual expected return, your expected corpus will be ₹10 lakh.
Long-Term Wealth Creation
By leveraging compounding and long-term investing, investors can generate wealth through mutual funds.
Why Invest in Mutual Funds ?
Mutual funds are investment vehicles that pool money from investors to purchase a diversified portfolio of securities, such as equities and fixed income instruments. On behalf of investors, professional fund managers invest the funds collected in a diversified portfolio of equities, fixed-income instruments, commodities, and other assets.
Investing in mutual funds offers investors the flexibility to start with an investment amount of as low as ₹100, cancel, pause, and even withdraw the funds anytime. Long-Term Mutual Fund Investment is known for offering inflation-beating returns and has historically generated long-term wealth.
Expert Fund Management
Equity
As an investor, you can explore investment options and invest through SIP or lump sum investment in mutual fund schemes from almost all mutual fund houses.
- Best for long-term goals
- Higher growth potential
- Higher volatility
Diversified Portfolio
Debt
Diversification is one of the key characteristics of mutual fund investing. Fund managers invest in a diversified portfolio of securities across multiple companies and sectors, and may also invest in fixed income instruments, gold, and other assets.
- Relatively safe
- Lower volatility
- Lower returns than equity
Flexible Investment Options
Hybrid
Investing in mutual funds offers investors the flexibility to start with an investment amount of as low as ₹100, cancel, pause, and even withdraw the funds anytime.
- Diversification
- Risk management
- Asset rebalancing
Expert Fund Management
Commodity
As an investor, you can explore investment options and invest through SIP or lump sum investment in mutual fund schemes from almost all mutual fund houses.
- Invests in gold and silver
- Performs during disruptions
- Suited to low interest periods
Diversified Portfolio
Tax Saving
Diversification is one of the key characteristics of mutual fund investing. Fund managers invest in a diversified portfolio of securities across multiple companies and sectors, and may also invest in fixed income instruments, gold, and other assets.
- Tax deduction up to ₹1.5 lakh
- Under Section 80C (old scheme)
- 3-year lock-in on units
Flexible Investment Options
SIP
Investing in mutual funds offers investors the flexibility to start with an investment amount of as low as ₹100, cancel, pause, and even withdraw the funds anytime.
- Fixed amount investing
- Typically monthly intervals
- Disciplined investing
Choose Mutual Funds Based on Your Financial Goals
Mutual funds offer the advantage of goal-based investing, wherein investors invest a fixed amount (via SIP or lump sum) today to achieve a predetermined capital at the end of the period. For example, if you want to buy a car worth ₹10 lakh after five years, you can start investing ₹12,500 per month today. This amount may return ₹10 lakh at an expected annual return of 12% by the end of the fifth year.
Expert Fund Management
As an investor, you can explore investment options and invest through SIP or lump sum investment in mutual fund schemes from almost all mutual fund houses.
Diversified Portfolio
Diversification is one of the key characteristics of mutual fund investing. Fund managers invest in a diversified portfolio of securities across multiple companies and sectors, and may also invest in fixed income instruments, gold, and other assets.
Flexible Investment Options
Investing in mutual funds offers investors the flexibility to start with an investment amount of as low as ₹100, cancel, pause, and even withdraw the funds anytime.
Expert Fund Management
As an investor, you can explore investment options and invest through SIP or lump sum investment in mutual fund schemes from almost all mutual fund houses.
Diversified Portfolio
Diversification is one of the key characteristics of mutual fund investing. Fund managers invest in a diversified portfolio of securities across multiple companies and sectors, and may also invest in fixed income instruments, gold, and other assets.
Flexible Investment Options
Investing in mutual funds offers investors the flexibility to start with an investment amount of as low as ₹100, cancel, pause, and even withdraw the funds anytime.
Plan Your Investments with Mutual Fund Calculators
Make informed investment decisions with MutualFundWala’s mutual fund calculators. Whether you’re estimating potential returns, planning for future financial goals, or comparing investment approaches, our calculators help simplify your investment planning.
How to Start Investing in Mutual Funds
Starting your mutual fund investment journey is simple. Follow these steps to choose suitable investments and begin working toward your financial goals.
Manage Your Mutual Fund Investments Anytime, Anywhere
Track your investments, monitor portfolio performance, manage SIPs, and stay connected to your financial goals with the MutualFundWala app.
You can manage your mutual fund investments with ease using the MutualFundWala app. With the app, you can track your portfolio, manage your Systematic Investment Plans (SIPs), and monitor your progress towards your financial goals from anywhere.
Portfolio Tracking
Track your portfolio and see how your investments are performing in real time.
SIP Management
Start, modify, pause, or monitor your Systematic Investment Plans whenever you need.
Goal Tracking
You can easily monitor your progress and stay focused on achieving your financial goals.
Investment Alerts
Get timely alerts about your investments, SIPs, and important portfolio updates.
Investing with MutualFundWala has been simple, guided, and transparent from day one.
Choosing the right fund for my goals felt straightforward with the guidance provided.
The app makes it easy to track my SIPs and stay on top of my financial goals.
Why Choose MutualFundWala?
AMFI Registered Mutual Fund Distributor
Expert Investment Guidance
Personalized Fund Recommendations
Transparent Investment Process
Frequently Asked Questions
What are mutual funds?
Mutual funds are investment vehicles that pool money from investors to purchase a diversified portfolio of securities, such as equities and fixed income instruments.
How do I start investing in mutual funds?
To start investing in mutual funds, you should register on the MutualFundWala website or mobile application and complete the Know Your Customer formalities.
Which mutual fund is suitable for beginners?
Suitability varies from investor to investor. Mutual fund investing isn’t one-size-fits-all. It depends on your risk appetite, time horizon, goals, etc. That said, if you’re starting out young, equity funds may be a good fit.
Should I invest through SIP or a lump sum?
Both can be used for investing. SIPs can be used to make a fixed investment monthly, while you can deposit extra funds (such as bonuses, increments) as a lump sum.
How much should I invest in mutual funds?
You can start investing in mutual funds from as low as ₹100. Ultimately, the amount depends on risk appetite, future goal, age, income, etc.
Which mutual fund category is suitable for long-term wealth creation?
A diversified portfolio of equity, fixed income, and commodities like gold may suit for long-term wealth creation.
Plan Your Investments with Mutual Fund Calculators
