About MutualFundWala

MutualFundWala is a leading mutual fund distributor located in Delhi NCR. We are passionate about helping clients achieve their financial goals by providing Mutual Fund investment solutions.

We offer a wide range of mutual funds from all leading mutual fund companies in India. We assist investors invest in mutual funds be it lump sum, SIPs, STP’s Value SIP etc.

We are committed to providing our clients with a great investig experience. MutualFundWala offers a variety of resources to enable investors learn about mutual funds, including a comprehensive website, educational videos, newsletters, etc.

We leverage cutting-edge technology and deep integration to provide a seamless and user-friendly investment experience. Our online platform and mobile app offer convenient access to all investment information and transactions. Our tech will enable investors to invest conveniently and securely from anywhere. You can easily complete your KYC, open an investment account, transact and track your portfolio performance. With our guidance and hand holding investors can easily customize investments to achieve predetermined financial goals.

The Promoter of MutualFundWala is Mr. Shashikant Bahl.

MutualFundWala (ARN – 96039) and PP Mutual Fund Services Pvt Ltd (ARN – 275889) are the 2 ARN where our business are conducted.

20+

We have more than years of experience

How Do we Work?

MutualFundWala aims to help you achieve your financial goals by providing suitable mutual fund investments for your risk tolerance and investment horizon. We take the time to understand your individual needs and circumstances and work with you to create a customized investment plan that meets your specific goals.

Here is a look at our fOUR-step process for helping you succeed in your Mutual Fund investment journey:

First Step to Connect with the Investor

First Connect with the Investor

The first step is to connect with one of our experienced and knowledgeable Mutual Fund relationship managers. We will take time to understand investors financial situation and risk. We shall also answer your queries and concerns about Mutual Fund investment processes.

First Step to Connect with the Investor

Second Step Understand Investor Needs

Understand Investor Needs

Once we understand investors needs and financial objectives, we shall work together to identify suitable mutual fund schemes for investors portfolio.

Second Step Understand Investor Needs

Third Step to Start Investment

Start Investing

Once the schemes are identified, we shall start the investment process. We will assist you with opening an investment account, initial investment and setting up automatic transfers.

Third Step to Start Investment

Fourth Step to Regular Portfolio Review