Mutual Fund Investment Services
Expert-guided mutual fund investments to help you achieve your financial goals with personalized strategies and ongoing portfolio management
Start Investing TodayWhy Choose Mutual Funds?
Mutual funds offer a strategic pathway to building wealth by pooling investments from multiple investors to create a diversified portfolio managed by professionals.
At Arush FinSecure, we guide you through the complex world of mutual funds, helping you select the right options based on your risk appetite, financial goals, and investment horizon.
Professional Management
Expert fund managers make investment decisions based on research and market analysis
Diversification
Spread investments across multiple securities to reduce risk
Liquidity
Easy to buy and sell units on any business day
Our Mutual Fund Services
Comprehensive solutions for all your mutual fund investment needs
Equity Funds
Investment primarily in company stocks for higher potential returns with moderate to high risk. Ideal for long-term growth and wealth creation.
- Large Cap Funds
- Mid Cap Funds
- Small Cap Funds
- Multi Cap Funds
Debt Funds
Investment in fixed-income securities like bonds and government securities. Lower risk with stable returns, suitable for capital preservation.
- Liquid Funds
- Short-term Funds
- Corporate Bond Funds
- Dynamic Bond Funds
Hybrid Funds
Balanced investment in both equity and debt instruments. Moderate risk with potential for capital appreciation and regular income.
- Balanced Funds
- Monthly Income Plans
- Conservative Hybrid
- Aggressive Hybrid
SIP Investments
Systematic Investment Plans allow regular investments of fixed amounts, benefiting from rupee cost averaging and the power of compounding.
- Monthly SIPs
- Quarterly SIPs
- Step-up SIPs
- Flexible SIPs
Tax-Saving ELSS
Equity Linked Savings Schemes offer tax deductions under Section 80C with the potential for capital appreciation and a 3-year lock-in period.
- Tax Benefits up to ₹1.5 Lakhs
- Shortest Lock-in of 3 years
- Capital Appreciation
- SIP Option Available
International Funds
Investment in foreign markets for geographical diversification and exposure to global growth opportunities with currency benefits.
- US Equity Funds
- European Market Funds
- Emerging Market Funds
- Global Thematic Funds
Our Investment Process
A systematic approach to building your mutual fund portfolio
Financial Goal Assessment
We begin by understanding your short-term and long-term financial goals, whether it's retirement planning, buying a home, children's education, or wealth creation.
Risk Profile Analysis
We evaluate your risk tolerance through a detailed questionnaire to determine whether you are a conservative, moderate, or aggressive investor.
Portfolio Construction
Based on your goals and risk profile, we create a customized mutual fund portfolio with appropriate asset allocation across different fund categories.
Investment Execution
We handle all the paperwork and execute your investments, setting up SIPs or lump sum investments as per your convenience.
Regular Monitoring & Rebalancing
We continuously track your portfolio performance and make necessary adjustments to maintain optimal asset allocation and maximize returns.
Top Performing Funds
Mutual funds that have consistently delivered strong returns
*Past performance is not indicative of future resultsEquity Large Cap
Consistent high performers
Mid & Small Cap
High growth potential
Balanced Hybrid
Stability with growth
Tax-Saving ELSS
Tax benefits with growth
Debt Funds
Stability & regular income
International Funds
Global exposure
Why Invest With Us
Proven track record of helping clients achieve their financial goals
Expert Advisory
Our team of SEBI-registered investment advisors has in-depth knowledge of the financial markets and a proven track record of delivering consistent returns for our clients.
We stay updated with the latest market trends and regulatory changes to provide you with the best investment advice.
Personalized Approach
We believe that every investor is unique. That's why we create customized investment strategies based on your individual goals, risk appetite, and time horizon.
Our advisors work closely with you to understand your needs and design a portfolio that aligns with your financial objectives.
Client Testimonials
What our clients say about our mutual fund services
"Arush FinSecure has transformed my investment journey. Their expert guidance helped me build a diversified mutual fund portfolio that has consistently outperformed the market."
Rajesh Sharma
IT Professional, Mumbai"I was hesitant about mutual funds until I met Archana. Her personalized approach and thorough understanding of the market made me comfortable. My investments have grown significantly."
Priya Desai
Business Owner, Thane"The SIP strategy recommended by Arush FinSecure has helped me build a substantial corpus for my retirement. Their regular portfolio reviews and timely adjustments have been invaluable."
Suresh Patel
Retired Professor, Navi MumbaiFrequently Asked Questions
Find answers to common questions about mutual fund investments
You can start investing in mutual funds with as little as ₹500 per month through a Systematic Investment Plan (SIP). For lump sum investments, the minimum amount typically ranges from ₹1,000 to ₹5,000, depending on the fund house and the scheme you choose.
Taxation of mutual funds depends on the type of fund and holding period:
- Equity Funds: Short-term capital gains (held for less than 12 months) are taxed at 15%, while long-term capital gains exceeding ₹1 lakh in a financial year are taxed at 10% without indexation.
- Debt Funds: Short-term capital gains (held for less than 36 months) are added to your income and taxed as per your income tax slab. Long-term capital gains are taxed at 20% with indexation benefits.
- Hybrid Funds: Taxation depends on the equity-debt allocation in the fund.
Direct plans are purchased directly from the fund house without any intermediary, resulting in lower expense ratios as there's no commission paid to distributors. Regular plans are purchased through intermediaries like financial advisors or distributors who receive a commission, which is included in the expense ratio.
Direct plans typically offer higher returns due to lower expenses, but you won't receive the guidance and service that comes with regular plans through a financial advisor.
You can redeem your mutual fund investments through various channels:
The redemption amount is typically credited to your registered bank account within 2-3 business days for equity funds and 1 business day for liquid funds.
To invest in mutual funds, you need:
- PAN Card
- Address Proof (Aadhaar, Passport, etc.)
- Canceled cheque or bank statement
- Passport-sized photographs
- KYC compliance