A mutual fund is a pool of money collected from investors and managed by a fund manager in different asset classes like equities, bonds, gold, money market instruments, and other securities. We believe mutual funds are a better way for busy investors to manage their money. We support regular mutual fund schemes to help our clients achieve their financial goals.
Investors have different needs to save and invest. Based on their financial goals and risk-taking ability, they could invest in different types of mutual funds. The following are different types of mutual funds:
Equity Funds
Bonds or Fixed Income Funds
Hybrid Funds
International Funds
Commodity Funds
The Benefits of Mutual Funds
Mutual Funds provide professional help and an investor can choose different mutual funds based on their risk profile, holding period, or financial goals. Other benefits include:
Customized investing-Bonds, equity or other asset classes
Better return than bank FDs.
Safety and regulated investments
Diversification in Gold, Silver, and Global Markets
Better Taxation
We Offer
We facilitate the buying and selling of mutual funds, providing expert insights and real-time updates to support both short-term trading and long-term investment strategies.
Goal Oriented Advisory Support
Pentad works according to an individual's age, goals, and financial requirements. We recommend the most suitable options available to meet these criteria effectively.
Regular Monitoring & Evaluation
Provides continuous monitoring of market updates, and our team suggests and supports the investment in mutual funds online in India based on the client's requirements.
Professional Assistance
We offer a range of services including financial protection, savings geared towards future goals, retirement fund management, and relevant advisory services.
Frequently Asked Questions
A mutual fund is a pool of money managed by a professional Fund Manager.
It is a trust that collects money from number of investors who share a common investment objective and invests the same in equities, bonds, money market instruments and/or other securities.
One can invest with the help through a financial intermediary- a Mutual Fund Distributor registered with AMFI.
To invest directly- online through the websites of the respective mutual funds
One can invest in mutual funds by submitting a duly completed application form along with a cheque or bank draft at the branch office or designated Investor Service Centers (ISC) of mutual Funds or Registrar & Transfer Agents of the respective the mutual funds.
Buying a mutual fund is very easy.
1. KYC individual form
2. Application form: You may need to fill in more than 1 application form to get a mutual fund or SIP.
3. You are going for an electronic transfer from your bank account, an ECS form will also need to be filled.
Proof of Identity, Address & Bank Details