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INDIA As of 16 Oct, 03:32 PM IST · may be delayed
AMFI Registered MFD & APMI Registered PMS Distributor ARN-16434 ARN-261623 APRN10250
Grow · Service

Mutual Fund Distribution

Regular plans across every major AMC in India — equity, debt, hybrid and index schemes, matched to your goal and your comfort with risk, not to a commission slab.

What is a Mutual Fund — pooled investing explained

Who this suits

Anyone starting their first SIP, consolidating scattered folios, or looking to move idle savings out of a low-interest account.

What's included

  • Access to schemes from every major fund house — HDFC, ICICI Prudential, SBI, Nippon India, Kotak, Axis, UTI and more
  • Equity, debt, hybrid, index and fund-of-fund categories explained in plain terms before you choose
  • Every unit is held directly in your own folio with the AMC — we never hold your money
  • Regular portfolio reviews, at a frequency you're comfortable with

How it works

1

Share your goal

Tell us what the money is for and roughly when you'll need it back.

2

Complete KYC

A one-time KYC through any KRA, valid across every AMC in India — usually done online in a day.

3

Pick a scheme mix

We shortlist 2–3 options across categories, with the risk of each explained before you choose.

4

Invest & track

Units are allotted directly in your own folio with the AMC; you receive a CAS every month.

Frequently asked

Q.What's the difference between a regular and a direct plan?

A regular plan includes a distributor commission built into the expense ratio — that's how we're paid for the guidance and servicing. A direct plan skips the distributor and carries a marginally lower expense ratio, but you handle selection and servicing yourself.

Q.How long does it take to start?

If your KYC is already done, a fresh purchase can be completed the same day. First-time KYC typically adds a day or two.

Q.Can I switch between schemes later?

Yes. A switch is treated as a redemption plus a fresh purchase for tax purposes, so capital gains rules apply — we'll walk you through the tax impact before you switch.

Q.What happens to my investment if something happens to Adhya Invest Mantra?

Nothing changes. Your folio sits directly with the AMC and its Registrar and Transfer Agent, entirely independent of us as the distributor.

Risk factors: Mutual fund investments are subject to market risks. NAV can go up or down. Past performance of a scheme does not indicate its future results.