Mutual Funds

Mutual Funds provide retail and institutional investors with access to professionally managed, diversified portfolios across equity, debt, and hybrid strategies through systematic investment plans (SIPs) or lump-sum investments.

They are designed for investors who want low-cost, diversified exposure to Indian and global markets without the complexity of direct stock selection or portfolio construction.

How It Works

1. Goal Mapping
   We identify your investment goals, investment horizon, and risk appetite through a structured financial discussion.
2. Fund Selection
   Our research team recommends suitable mutual funds based on performance consistency, fund manager expertise, portfolio quality, and expense ratio.
3. SIP or Lump-Sum Investment
   We help you invest through systematic monthly SIPs or a one-time lump-sum investment, depending on your financial goals and available cash flow.
4. Portfolio Review
   Your portfolio is reviewed periodically, with rebalancing recommendations whenever required to keep it aligned with your long-term objectives.

Note: String Services provides advisory for both Direct and Regular Mutual Fund Plans. Direct plans have no distributor commission, while Regular plans include a trail commission that is fully disclosed before investment.

What You’ll Need

• PAN card and a KYC-compliant bank account.
• Minimum SIP investment of ₹1,000 per month or a lump-sum investment of ₹25,000.
• Completed mutual fund application forms and investment mandates.