Shashi Kant Bahl
EVERYTHING YOU NEED
About MutualFundWala
As a trusted mutual fund distributor in India, MutualFundWala provides end-to-end mutual fund investment solutions from goal planning tools to execution and tracking. Whether you’re looking to invest through a Systematic Investment Plan (SIP), a lump sum investment, or planning to invest for a financial goal a decade down the road, or simply calculating your projected wealth at the end of your investment period and tracking your portfolio, our resources are designed to help you make informed investment decisions.
Partnered with Leading Mutual Fund AMCs
Why MutualFundWala
Why Choose MutualFundWala for Your Mutual Fund Investments?
There are many ways to invest in mutual funds today. We focus on combining technology with real human support so you never feel alone while making financial decisions.
Effortless Digital Onboarding
Easy account creation, KYC support, and smooth online processing.
Personalised Support When You Need It
Our support team is available via call, WhatsApp, and email to help with KYC, transactions, and portfolio queries whenever you need us.
Smart, Data-Driven Portfolio View
Get a consolidated view of your investments and see how your portfolio is spread across asset classes.
Instant Access & Easy Tracking
View your investments on the app anytime instead of managing multiple statements and emails.
Secure & Compliant Platform
Your investments are made directly with AMCs through regulated channels. We follow SEBI and AMFI guidelines for mutual fund distribution.
Focus on Long-Term Wealth Creation
We encourage disciplined investing through SIPs and periodic reviews, not short-term speculation.
Founder / CEO
Meet Our Founder / CEO
Built on Trust.
Focused on
You
Our founder Mr. ShashiKant Bahl and core team members have been associated with the financial services and mutual fund industry for several years. Over time, we have helped a wide range of investors – salaried professionals, business owners, self-employed individuals, and retirees – plan and manage their mutual fund investments.
Behind our digital platform is a support team that takes your queries seriously, follows up on requests, and ensures that you receive timely support for documentation, KYC, and portfolio-related questions.
Investor-First Approach
We put our investors' goals and interests at the heart of everything we do.
Transparent Communication
We believe in clarity, honesty, and keeping you informed at every step.
Timely Support
Our team is always here to support you whenever you need us.
Meet Our Experts
Meet Our Team
Our team ensures smooth and reliable investment processes behind the scenes. From transaction handling and documentation to compliance and reporting, we focus on accuracy, transparency, and timely execution to deliver a seamless experience for investors across India.
Grow Your Wealth With MutualFundWala
Download the app to estimate your maturity value, track your portfolio, and invest with clarity anytime, anywhere.
Relationship Managers
Relationship Managers
Our Relationship Managers support you from day one. They handle onboarding, understand your goals, and help you navigate your mutual fund journey with clarity. They also manage service requests, resolve queries, and stay in touch so you get consistent support over the long term.
Operations
Backend Team
Our backend team manages the process behind every request. This includes transaction processing, documentation checks, reporting, and coordination across teams. Their focus is accuracy, compliance, and timely execution so things move smoothly without delays.
Technology
IT Team
Our IT team keeps the platform stable and secure. They manage system maintenance, website and application performance, integrations, and data security. They also handle troubleshooting and provide internal tech support so client requests don't get stuck due to technical issues.
Support
Office Runners
Our support staff handles daily office and field coordination work. This includes movement of documents, follow-ups, and operational assistance that helps the rest of the team execute tasks quickly and reliably.
Frequently Asked Questions
Common questions, answered
Here are answers to some common questions investors ask before starting their mutual fund journey with us.
Why should I invest through MutualFundWala?
We help you invest in mutual funds in a simple and organised way. You get digital convenience along with human guidance. We support you with KYC, access to fund categories based on your goals, and portfolio tracking in one place.
Is my money safe when I invest through your platform?
Your investments are made directly in mutual fund schemes of registered AMCs. Units are held in your name, and you receive confirmations and statements from the respective AMCs or registrars. We do not hold your money; we facilitate investments as a mutual fund distributor under applicable regulations.
Do you guarantee returns?
No. Mutual fund investments are subject to market risks. Returns are not guaranteed and can fluctuate based on market conditions and the type of fund chosen. We help you understand risks and choose funds aligned with your goals and risk profile.
How do I get started with MutualFundWala?
Download the MutualFundWala app, complete your digital KYC, and you can start investing through SIP or lump sum in just a few steps.
What is the minimum amount required to invest?
ou can start investing with as little as ₹100 through a SIP, making it accessible whether you’re just starting out or investing larger amounts.
Ready to start your mutual fund journey?
Join thousands of investors who plan, invest, and grow with MutualFundWala.
Mutual Fund Distributor Trail Commission
Trail commission can vary depending on the AMC, scheme and applicable distributor commission structure. The ranges below are indicative and should not be considered fixed or guaranteed rates.
| Mutual Fund Category | Indicative Trail Range (p.a.) |
|---|---|
| Equity – Small Cap | 0.80% – 1.50% |
| Equity – Mid Cap | 0.80% – 1.50% |
| Equity – Flexi/Large Cap | 0.60% – 1.50% |
| Hybrid / Multi Asset | 0.50% – 1.50% |
| Balanced Advantage | 0.50% – 0.80% |
| Debt – Corporate Bond | 0.20% – 0.50% |
| Debt – Short/Medium Duration | 0.20% – 0.50% |
| Liquid / Overnight | 0.05% – 0.20% |
| Gold / Silver Funds & FoFs | 0.20% – 0.60% |
| International / Thematic | 0.50% – 0.80% |
Already an Existing Investor?
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