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A mutual fund is a pool of money that is invested according to a common investment
objective by an asset management company (AMC). The AMC offers to invest the money
of hundreds of investors according to a certain objective - to keep money liquid
or give a regular income or grow the money long term.
Investors buy a scheme if it fits in with their investment goals, like getting a
regular income now or letting the money accumulate over the long term. Investors
pay a small fraction of their total funds to the AMC each year as investment management
fees.
Learn about Investing through our
Knowledge Center Initiative to begin your Investing journey in Mutual Funds
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We are one of India's top mutual fund distribution houses who facilitate investment
across all Mutual Fund AMC’s and their Schemes.
You can invest in a paperless manner by choosing to invest Online.
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Open an Account
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Open an online investment a/c with Anand Rathi & transact seamlessly.
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Transfer Funds
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Fund your investment a/c by transferring the amount you wish to invest from your
bank a/c
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Invest
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Select Scheme by reading our research or consulting our investment advisor
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You can also download a form , fill it up. Then just walk into any of our Investment Centers & make the required investment
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1. Strong AUM base – Anand Rathi Financial Services is one of India's top
mutual fund distribution houses having Assets Under Management (AUM) of Rs.4, 000
crores.
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2. Wide Branch Network - Anand Rathi Financial Services has over 250 branches
spread across India.
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3. Diversified Product offerings - Anand Rathi Financial Services offers
the products of all leading Mutual Fund Houses.
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4. Research backed advisory support - Our philosophy is to provide consistently
superior, independent and unbiased advice to our clients backed by in-depth research.
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5. Superior Service - Our employees are well trained and better equipped
to take care of your investments. Our sales staff functions on the motto "the best
services for our esteemed clients".
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We offer lumpsum investment plans as well as systematic investment plans of all
Mutual Fund houses to our customers
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Lumpsum Investment :
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1. Long term investment horizon - The Lumpsum option is best suited for investors
with a medium to long term investment appetite & can withstand the periodic volatility.
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2. Value picking - Lumpsum investments are apt for investors who wish to
pick up funds investing in specific sectors or stocks.
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Systematic Investment Plan (SIP) - Advantages :
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1. Volatility of market - Indian markets remain at their volatile best at
most times. Timing investments in this market is difficult. SIP helps you tide over
lows and ride the highs of the stock market.
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2. Rupee Cost Averaging Advantage - When you invest the same amount in a
fund at regular intervals over time, you buy more units when the price is lower.
Thus, you may reduce your average cost per share over time.
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3. Benefits of compounding - Saving a small sum of money regularly makes
money work with greater power of compounding with significant impact on wealth accumulation.
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4. Disciplined & Regular Investing - SIP requires the investor to allocate
a specific amount regularly over a period of time. This develops a habit of regular
savings through market ups and downs, so that your investment behavior is not affected
by short term market moves.
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5. Small Amounts of Investments - One can start a SIP with lesser amounts
when compared with other market linked products. Thus investors need not wait till
they have accumulated a large capital to begin investing.
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As per SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09, following are the details of
the comparative commission earned by Anand Rathi Financial Services Ltd. (ARFSL)
from various Asset Management Companies (AMCs), whose products are being distributed:
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| Schemes (Mutual Funds) | Brokerage*** (in %) | | Upfront | Trail | | 1st year | 2nd year onwards | | | | Diversified Equity & Balanced | 0 - 1.50 | 0 - 1.00 | 0 - 1.00 | | Index | 0 - 1.00 | 0 - 0.75 | 0 - 0.50 | | Arbitrage | 0 - 0.60 | 0 - 0.40 | 0 - 0.40 | | ELSS / Tax | 0 - 4.50 | 0 - 1.00 | 0 - 1.00 | | Monthly Income | 0 - 1.25 | 0 - 1.00 | 0 - 1.00 | | Gilt | 0 - 1.00 | 0 - 1.00 | 0 - 1.00 | | Income | 0 - 1.25 | 0 - 1.25 | 0 - 1.25 | | Short term / Liquid | 0 - 0.05 | 0 - 0.50 | 0 - 0.50 | | | | | |
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***ARFSL may also receive re-imbursements towards various fund - distribution activities
including but not limited to promotions, marketing, events on behalf of AMCs that
produce such Mutual Funds/Schemes. These are non-attributable, non-periodic and
only received on above activities being carried out. This is on a best-effort basis
and ARFSL reserves the right to update the above rates as and when changes in brokerages
are effected by the AMCs. The above Schedule of Commissions is as of 1st August
2009. It is subject to change, without any prior consent and at a sole discretion
and agreement between ARFSL and the respective AMCs.
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