Mutual Funds
Access a curated selection of mutual funds across equity, debt, and hybrid categories. Our advisors help you build a portfolio aligned with your goals, risk appetite, and investment timeline.
Overview
Mutual funds remain one of the most effective vehicles for systematic wealth creation. At SIMFIN, we go beyond simply recommending funds — we construct a diversified portfolio that considers your entire financial picture. Whether you're starting with a monthly SIP or deploying a lump sum, our research-backed fund selection ensures your money works harder. We continuously monitor fund performance, rebalance allocations, and optimize for tax efficiency so you can focus on what matters most.
What's Included
- Goal-based SIP planning
- Tax-saving ELSS funds
- Debt funds for stability
- Regular portfolio rebalancing
- Tax-efficient switching strategies
- Lump sum deployment advice
Ideal For
Investors seeking systematic wealth creation with professional guidance.
Minimum Investment
₹5,000/month SIP
Key Benefits
Disciplined Investing
SIPs instill financial discipline and help you benefit from rupee cost averaging over time.
Diversification
Spread risk across asset classes, sectors, and fund managers with a well-constructed portfolio.
Professional Management
Your investments are managed by experienced fund managers backed by deep research teams.
Liquidity
Open-ended funds offer easy entry and exit, providing flexibility when you need it most.
Tax Efficiency
Strategic use of ELSS and long-term equity funds to minimize your tax outgo.
Goal Tracking
We map each investment to a specific financial goal and track progress regularly.
Common Questions
What is the minimum amount to start a SIP?
You can start a SIP with as little as ₹500 per month, though we recommend ₹5,000 or more for meaningful wealth creation over time.
How do you select funds for my portfolio?
We use a rigorous multi-factor analysis including fund performance consistency, risk-adjusted returns, fund manager track record, expense ratios, and portfolio overlap to build an optimal selection.
Can I withdraw my money anytime?
Yes, open-ended mutual funds allow redemption at any time. However, some funds may have exit loads if redeemed within a specified period. We advise on the most tax-efficient withdrawal strategy.
How often do you review my portfolio?
We conduct quarterly reviews of your portfolio and recommend changes when market conditions or your personal circumstances warrant rebalancing.
Ready to Get Started?
Reach out to discuss how our mutual funds services can work for you.