About Mutual Funds – Mrigaashree

Mutual Funds

(Varun Agarwal | AMFI Registered Mutual Funds Distributor | ARN-77393)

Professional Management. Diversification. Choice.

Mutual Funds are professionally managed investment vehicles that pool money from multiple investors and invest it across securities such as equities, bonds, government securities and money-market instruments, in accordance with the investment objective of the respective scheme.

Mutual funds provide investors with a wide range of choices across Equity, Debt, Hybrid, Solution-Oriented, Index Funds, ETFs and other permitted categories, allowing investments to be aligned with different investment objectives, time horizons and risk profiles.

Key Features

Professional Management – Investments are managed by professional fund managers following the stated investment strategy.
Diversification – A scheme can invest across multiple securities, helping spread exposure across investments.
Multiple Investment Options – Equity, debt, hybrid, passive and other categories are available for different investor requirements.
Systematic Investing – Investors can use facilities such as SIP to invest periodically.
Transparency & Regulation – Mutual funds in India operate within the regulatory framework prescribed by SEBI, with disclosures relating to the scheme, portfolio, expenses and risks.
Flexible Investment Approach – Depending on the scheme, investors may invest through lump-sum investments, SIPs, STPs and SWPs.

Investors may invest through a Mutual Fund Distributor or directly with the respective mutual fund/AMC.

For detailed information and investor education on Mutual Funds, investors may visit the official AMFI Investor Education portal:

AMFI Investor Education

Investors are encouraged to refer to the AMFI website for information on mutual funds, investment processes, risks and investor-related resources.

Important to Know

Mutual funds are market-linked investments and do not offer assured or guaranteed returns. The level of risk varies depending on the scheme and its underlying investments. Investors should consider their investment objective, time horizon and risk appetite and carefully read the Scheme Information Document (SID), Key Information Memorandum (KIM) and other scheme-related documents before investing.

Disclaimer: Mutual Fund investments are subject to market risks and that past performance is not indicative of future results. Read all scheme-related documents carefully before investing.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

Mrigaashree Capital Private Limited is an Authorised Person of Kotak Securities Limited in the Equity, Derivatives & Commodity segments of the Exchanges (NSE, BSE & MCX). AP Registration No – NSE: AP0291100433, BSE: AP0106730193900, MCX: MCX/AP/134782. Kotak Securities Limited: CIN U99999MH1994PLC134051, SEBI Registration No. INZ000200137 (Member of NSE, BSE, MSE, MCX & NCDEX), Research Analyst INH000000586 and NSDL/CDSL: IN-DP-629-2021.

Derivatives are a sophisticated investment device. The investor is requested to take into consideration all the risk factors before actually trading in derivative contracts.

Mrigaashree Capital Private Limited does not guarantee returns under any scheme or product. We are not a SEBI-registered Investment Adviser or Research Analyst and do not provide investment advisory, portfolio management or research services. We may earn commission or brokerage from AMCs, insurers and other product providers on products distributed; details are available on request.

For insurance, loans and fixed deposits & bonds, Mrigaashree Capital Private Limited is acting as a facilitator/distributor/referrer and is not associated with Kotak Securities Limited. These are not Exchange traded products and we are just acting as facilitator/distributor/referrer. All disputes with respect to the facilitator/distributor/referrer activity would not have access to Kotak Securities Limited/SCORES/ODR, Exchange investor redressal forum or Arbitration mechanism. Insurance is the subject matter of solicitation. Loan products are provided by partner banks/NBFCs and are subject to their eligibility criteria and credit policies. Fixed deposits and bonds are offered by the respective issuers and carry issuer credit risk. All content on this website, including calculators and the risk-profile tool, is for general information and education only and does not constitute investment, tax or legal advice, or an offer or solicitation to invest. Investors should evaluate their own objectives and risk tolerance before investing.