A mutual fund is a smart, hassle-free way to grow your money. It pools money from multiple investors and is managed by a professional fund manager who invests in a diversified mix of stocks, bonds, or other securities, so you don’t have to navigate it alone.
A mutual fund is a smart, hassle-free way to grow your money. It pools money from multiple investors and is managed by a professional fund manager who invests in a diversified mix of stocks, bonds, or other securities, so you don’t have to navigate it alone.
When you invest in a mutual fund:
• You become a unit holder of the fund.
• Your money is pooled with other investors.
• The fund manager invests this pool in stocks, bonds, or other assets.
• Returns come in the form of dividends, interest, and capital gains, which are distributed back to unit holders.
It’s an efficient way to invest in a diversified portfolio, even with a small amount.
Professional Management: Your investments are managed by experts, saving you time and effort.
Diversification: Spread your risk across a wide variety of stocks and bonds, something tough to do on your own.
Economies of Scale: Lower transaction costs due to bulk buying and selling of securities.
Liquidity: Buy or sell your units anytime, just like shares.
Simplicity & Low Entry Point: Start investing with as little as ₹500. It’s easy, accessible, and beginner-friendly.
By Structure:
Open-Ended Funds: Buy or sell units anytime.
Close-Ended Funds: Fixed maturity period, tradable on exchanges.
| DEBT MUTUAL FUND | HYBRID MUTUAL FUND | EQUITY MUTUAL FUND |
|---|---|---|
| Liquid Fund | Equity-Oriented Balanced Fund | Diversified Growth Fund |
| Floating Rate Fund | Debt-Oriented Balanced Fund | Sectoral Fund |
| Short-Term Bond Fund | Children’s Plan | Tax Saving Fund |
| Income Fund | ||
| Monthly Income Fund |
Introduced in 1963 by UTI (Unit Trust of India)
Gained momentum in 1987 with the entry of non-UTI players
Over the last decade, the industry has grown significantly in quality and scale
Start building your financial future with mutual funds today.
Office Address
2nd Floor, 114/A, Behere Arcade, Prabhat Road, Pune - 411004
Phone
020-25459245-48
Email Id
mf@yogeshdpl.com
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Regulatory Registrations & Certifications : Yogesh Shah Financial Services Pvt. Ltd. (YSSPL) operates as a fully compliant and registered financial intermediary in India. Our regulatory affiliations and certifications include: SEBI Registration: YSSPL is registered with the Securities and Exchange Board of India (SEBI) as an Investment Advisor, adhering to all guidelines and regulations set forth by the authority. KYC Compliance: We conduct Know-Your-Customer (KYC) procedures as mandated by SEBI and other regulatory bodies, ensuring that all client information is accurately documented and verified. ISO Certification: YSSPL has obtained ISO certification through Intercontinental SystemCert Pvt. Ltd. (ISPL), confirming our adherence to international standards in quality management and operational excellence.
Mutual Fund investments are subject to market risks. Read all the scheme-related documents carefully before investing.
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