Mutual Fund Investment Services
Diversify your portfolio through professionally managed mutual funds. SIP and Lump sum investment solutions tailormade for you.
Why Invest in Mutual Funds?
Mutual Funds pool savings from thousands of investors to invest in a diversified basket of stocks, bonds, and corporate debt. Managed by expert fund managers, mutual funds offer retail investors professional management and diversification at minimal cost.
At Shri Venkatesh Stock Broker Services, we guide you to choose the best mutual funds corresponding to your risk appetite, horizon, and capital objectives. We help you invest through Systemic Investment Plans (SIP) or lump sum configurations.
SIP vs Lump Sum
Systematic Investment Plan (SIP)
Invest a fixed sum of money periodically (monthly/quarterly) in your chosen mutual fund scheme. Benefits from rupee-cost averaging and compounding over long terms.
- Rupee cost averaging
- Disciplined savings habit
- Power of compounding
Lump Sum Investment
Invest a substantial one-time block of capital in mutual funds. Best suited when you have surplus funds and want to capture market low points or long term goals.
- Ideal for one-time wealth block
- Complete asset control
- Custom withdrawal options (SWP)
Interactive SIP Calculator
Project your future capital appreciation based on monthly SIP contributions, years, and expected growth rate.
Invest in Mutual Funds
Connect with our advisors to choose the best mutual funds or log in directly to manage your MF investments.
Log In to Disa MF Portal⚠ SEBI Regulatory Notice
"Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future return metrics."