Mutual Funds

Why Mutual Funds?

Convenient way into the stock markets

Mutual funds are ideal for investors who want to invest in various kinds of schemes with different investment objectives but do not have sufficient time and expertise to pick winning stocks. Mutual funds give you the advantage of professional management, lower transaction costs, and diversification, liquidity and tax benefits

Key Benefits of investing in Mutual Funds :

  • Diversification
  • Professional management and well regulated
  • Disciplined investment approach
  • Low transaction costs
  • Liquidity
  • Tax benefits




A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities depending upon the scheme’s stated objective. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
Following are the benefits of investing in Mutual Fund:
  • Professional management of investment
  • Opportunity available to small investors to invest in small amounts
  • A large number of schemes available to choose from
  • Better risk diversification as investment is distributed across a large number of assets
  • Liquidity available to investors
  • Benefit of economies of scale
  • Tax benefits available to customer
We offer a solution that covers Comprehensive Financial Planning, Wealth Review and Investment Strategy, Retirement Planning through Goal-driven Investing, Risk Management & Insurance Planning, Property Purchase & Financing , ESOP Advisory, Equity & F&O Trading, Commodities Trading or any subset of this gamut of services
Net Asset Value is the market value of the assets of the scheme minus its liabilities. The per unit NAV is the net asset value of the scheme divided by the number of units outstanding on the valuation date.
It is the price you pay when you invest in a scheme. It is also known as "Offer Price" and may include an entry load.
You can get in touch with us to know about our services and fee structure by willing out the form, and we will get back to you shortly.
Yes, SEBI has made it mandatory to have PAN for mutual fund investments.
In order to comply with regulatory provisions under the Prevention of Money Laundering Act 2002, Rules issued there under and related guidelines/circulars issued by SEBI, KYC formalities are required to be completed for all Unit Holders, including Guardians and Power of Attorney holders, for any investment (whether new or additional purchase) of Rs. 50,000 or more in mutual funds. For the convenience of investors in mutual funds, all mutual funds have made special arrangements with CDSL Ventures Ltd. (CVL), a wholly owned subsidiary of Central Depository Services (India) Ltd. who in turn has "POS" (Point of Service) to help customer to register for KYC.
CSA is registered with CDSL Ventures Ltd. as POS. Investors could complete the registration formalities by submitting the KYC form and relevant documents to CSA. The application form for complying with KYC will be available at CSA. The application form could also be downloaded from the websites of all mutual funds, website of CDSL Ventures Ltd. or can be downloaded from ‘download option’ in customer care section on
Currently, KYC is being done free of cost.
Investment in mutual fund schemes, through online mode, has following benefits:
  • Apply anytime from anywhere
  • Paperless transaction
  • Few simple clicks required to complete the process
  • View your holdings online
  • Track your order status
  • Online Fund Transfer to your mutual fund account.
  • A large number of schemes, from leading fund houses, available online
  • Invest in NFOs, make online purchase, redeem units, switch schemes, place order for SIP/SWP/STP online
  • View your holdings online
  • Check NAVs of scheme
  • Covert your offline folio to online
  • Check order history
  • Online fund transfer facility available with HDFC, ICICI & Axis Bank
Yes, CSA has payment gateway facility with HDFC, ICICI & Axis Bank