Mutual Fund

Mutual Fund

Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities. They are managed by professional fund managers, providing investors with diversification, professional management, and liquidity. Various types cater to different risk appetites and investment goals.

Income Tax Objective

Silent Features

Required Document

Generally Required Financial Documents For Self Employed Category

    • All Certified Financials Statements for latest 3 financial years.
    • Bank statements.
    • Business and Personal Profile.
    • All Know Your Customer(KYC) Documents.
    • All legal and title/Property Documents to be offered as collateral.
    • Copy a Partnership deed (Applicable for a partnership Firm).
    • Copy of MOA & AA (Applicable for a Private Limited Company).


Generally Required Financial Documents For A Salaried Category

    • Latest 3 months company certified Salary Slips.
    • Latest 3 years company certified FORM No 16.
    • Latest 3 years Income Tax Returns.
    • Bank Statements.
    • All Know Your Customer(KYC) Documents.
    • All legal and title/Property Documents to be offered as collateral.