Grow Your Wealth Smartly With Mutual Fund Investments
Start a SIP or lump-sum investment in mutual funds through a transparent, education-first approach for Indian investors.
- AMFI Registered Mutual Fund and SIF Distributor
- ARN - 194216
- APMI Registered PMS Distributor
- APRN - 10201
What is a Mutual Fund?
A mutual fund is a professionally managed investment vehicle that pools money from many investors to buy a diversified basket of securities — such as stocks, bonds, or a mix of both. Instead of picking individual stocks yourself, you buy units of the fund, and a qualified fund manager handles the research, selection, and ongoing management on your behalf.
Regulated by SEBI
Every scheme operates under strict regulatory oversight, with holdings, costs, and performance disclosed to investors on a regular basis.
Pooling Capital
Professional Management
Units & NAV
Your investment is represented as fund units, priced daily at the Net Asset Value (NAV) — giving you a transparent, liquid stake in the pool.
Investment Vehicle Breakdown
| Product | Minimum Investment | Strategy Flexibility |
|---|---|---|
| Mutual fund | From ₹500 | Tightly defined by category rules |
| SIF | ₹10 lakh | Long-short strategies within SEBI limits |
| PMS | ₹50 lakh | Discretionary, individual portfolio |
| AIF | ₹1 crore | Widest, including unlisted and private assets |
Types of Mutual Funds
Diversify across categories curated to your specific financial goals and risk appetite.
Equity Funds
Invest primarily in company shares to capitalise on long-term growth potential. Ideal for aggressive wealth creation.
Debt Funds
Focus on fixed-income securities like government and corporate bonds, tailored for capital preservation and steady income.
Hybrid Funds
A balanced mix of equity and debt, dynamically managed to cushion downside risk while keeping growth potential alive.
SIP vs Lumpsum
Whether you prefer disciplined monthly contributions or deploying a one-time surplus, we help align your capital with your goals.
Systematic Investment Plan (SIP)
Perfect for building consistent long-term wealth without stressing about timing the market.
- Rupee-cost averaging lowers your average cost per unit
- Builds a disciplined monthly investing habit
- Start small — from as little as ₹500/month
- Compounding benefits from regular, uninterrupted investing
Lumpsum Investment
Best suited when you have a surplus — a bonus, inheritance, or windfall — ready to deploy.
- Full market exposure from day one
- One-time execution, simple to monitor
- Useful for taking advantage of market corrections
- No recurring monthly commitment required
Start your Mutual Fund Investment journey in 4 simple steps
Investing with us is seamless, secure, and fully aligned with your financial goals — from your first login to your first review.
Complete your KYC
Verify your identity digitally with PAN, Aadhaar, and paperless bank verification.
Choose your fund
Select from our curated funds, matched to your goals and risk appetite — or ask us to recommend one.
Select investment mode
Start a monthly SIP from ₹500, or make a one-time lumpsum investment.
Track and grow
Monitor your investments anytime through your secure personal dashboard.
Your Trust, Our Priority
We operate under the regulatory guidelines of the Association of Mutual Funds in India (AMFI) and the Securities and Exchange Board of India (SEBI). Every recommendation is disclosed, and every credential is verifiable.
- AMFI Registration Number: ARN-194216
- Current Validity of ARN: 31/12/2027
- Initial Registration Date: 31/12/2021
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Frequently Asked Questions
What is a mutual fund and how does it work?
A mutual fund pools money from multiple investors to buy a diversified portfolio of stocks, bonds, or other securities, managed by professional fund managers — letting you access diversification even with small amounts.
What's the difference between SIP and lumpsum investing?
A SIP spreads your investment across regular monthly instalments, averaging your purchase cost over time. A lumpsum is a single, one-time investment — better suited when you have surplus capital ready to deploy.
Are mutual funds safe, and how are risks managed?
Mutual funds carry market risk since returns depend on underlying securities. Diversification, professional management, and matching fund category to your risk appetite are the main ways this risk is managed — but it can never be eliminated entirely.
How do I choose the right fund for my goals?
It depends on your time horizon, risk appetite, and objective — for example, ELSS for tax-saving, equity for long-term growth, or debt for capital preservation. Talk to us for a personalised recommendation.
How Do I Monitor the Performance of My Mutual Fund Investments?
You can track your mutual fund performance directly through the Dhanvantree app by regularly reviewing key metrics like NAV, historical returns, portfolio holdings, and expense ratios, as well as comparing your investments against benchmark indices and peer funds.
Can I track all of my past and present investments after onboarding?
Yes. Investors can access their portfolio through the Dhanvantree app to view holdings, transaction history and other investment-related information, depending on the product and service being used.