Mutual Funds
Systematic investment plans and lump-sum allocation across diversified mutual fund portfolios.
Enquire About This Service
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 placements.
It is 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
Goal Mapping
We identify your investment goals, time horizon, and risk appetite through a structured discussion.
Fund Selection
Our research team recommends funds based on performance consistency, fund manager track record, and expense ratios.
SIP or Lump Sum Setup
We execute your investment via systematic monthly SIPs or one-time lump-sum allocation based on your cash flow.
Regular Review
We monitor fund performance and rebalance your portfolio as needed to stay aligned with your goals.
Note: StringFP offers mutual fund advisory on both direct and regular plans. Direct plans carry no distributor commission; regular plans include a trail commission disclosed upfront.
What You’ll Need
- PAN and KYC-compliant bank account
- Minimum SIP amount of Rs.5,000 per month or Rs.25,000 lump sum
- Signed mutual fund application forms and mandates
Have Questions?
Talk to an Advisor