Welcome to Ur Mutual Fund Distributor, your trusted partner in financial planning. With access to mutual funds from almost all Asset Management Companies (AMCs) in India, we are here to guide you on your investment journey and help you achieve your financial goals.
At Ur Mutual Fund Distributor, we understand the importance of a well-planned financial strategy. We not only assist you in choosing the right mutual funds, but also guide you so that your portfolio is aligned with your risk profile and asset allocation.
Here are some key services we offer:
- Risk Profile Assessment: Determine your risk tolerance and investment preferences with our comprehensive risk profile assessment. This will help us recommend suitable mutual funds that align with your risk appetite.
- Asset Allocation Planning: Create a well-diversified portfolio by allocating your investments across various asset classes. We will assist you in determining the optimal asset allocation based on your goals and risk profile.
- Goal Planning: Identify and prioritize your short-term, medium-term, and long-term financial goals. Whether it’s buying a house, funding your child’s education, or planning for retirement, we will help you develop a roadmap to achieve all your goals.
- Systematic Investment Plan (SIP): Understand the benefits of investing through SIPs. We will explain how SIPs can help you inculcate disciplined investing habits and benefit from the power of compounding over the long term.
- Systematic Withdrawal Plan (SWP): Learn about the importance of SWPs for generating regular income from your investments. We will guide you on setting up SWPs to meet your cash flow requirements during retirement or any other financial need.
- E-KYC and Mutual Fund Purchase: Complete your E-KYC (Know Your Customer) process seamlessly with us and purchase mutual funds that align with your goals and needs.
At UrMutualFundDistributor, we believe in building lifelong relationships with our clients. We treat our customers as part of our family and strive to provide personalized and holistic financial solutions. Contact us @9482590290, Ajeet Rana (ARN-276819)