Mutual Fund Investments & Distribution
The mass-affluent of India has an increasing appetite for mutual fund investments, looking for a robust choice of products as well as recommendations you can act upon and grow.
PLIndia is expanding its reach across India to reach the mass-affluent investor across the breadth of the country.
Features
- Understanding Financial needs of clients by considering factors like risk appetite investment time horizon, age, tax implications, etc.
- Team of experienced Relationship Managers to help select the right scheme.
- Facility to Purchase Mutual units in physical, demat and online mode.
Advantages & Strengths
- Unbiased and regular professional advice based on individual needs.
- Fund allocation aimed at optimizing returns for individual investment time horizon
- Regular and stringent monitoring of portfolios
- Empanelled with all leading AMCs
- Recommendations backed by thorough research
- Monthly updates on Mutual Fund holdings and portfolio reviews
- Facility to view portfolio online on our website
For more information on PL's Mutual Funds Distribution and Mutual Funds investment services, contact:
- Mumbai: Mr. Pankaj Shrestha
- pankajshrestha@plindia.com | 022-66322351
- Pan India: Mr. Sandip Raichura / Mr. Deepak Chellani
- pl-mfinfo@plindia.com, sandipraichura@plindia.com, deepakchellani@plindia.com | 022 6632 2285 , 084110 02455