SubhamInvestments

SUBHAM INVESTMENTS Wealth Management & Investment Platform SUBHAM INVESTMENTS is a comprehensive solution designed to help you manage and grow your investments. Whether you are an individual investor or a financial distributor (MFD), the platform simplifies the entire investment journey

• Easy account opening We help you quickly open your mutual fund account and start investing. With us, you don’t need a demat account to start buying mutual funds.

• Easy fund selection & investment We have tried to make it simpler for you to select the right mutual fund scheme for your financial goals. Once you have shortlisted the schemes, you can go ahead and buy in 3 simple clicks!

• No account opening charges We don’t levy any charges from our customers. There are no demat charges as well.

• Live portfolio tracking

• Human connect Financial matters require discussion and we have humans to help you in the process. You can either call us or get in touch with our distributors in your location.

What Types of Transactions are Possible You can do following types of transactions for mutual funds in India • Systematic Investment Plan (SIP): Regular monthly investments in mutual funds • One-time lump sum • Sell / Redemption: Withdraw money from your mutual fund investments • Switch: Shift your investment from one scheme to another of the same mutual fund • Systematic Withdrawal Plan (SWP): You can withdraw / sell your investments at fixed interval • Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at fixed interval. It works within a mutual fund. • Instant Redemption: For some liquid schemes, you can instantly redeem your investments upto Rs. 50,000.

What Financial Goals can be Achieved • Build Long-Term Wealth: Suitable for meeting long-term goals with more than 3 years horizon • Save Tax: Suitable for saving taxes under Section 80C. Provides lowest lock-in among other tax saving options • Meet Short-term Goals: Suitable for superior tax adjusted returns for surplus funds over one year • Plan for Retirement: Suitable for building wealth for post retirement life • Save for Children: Suitable for accumulating funds for children education / marriage • Regular Income: Suitable for superior tax adjusted returns for regular income over more than 3 years horizon

Which Mutual Funds are Available You can buy-sell following mutual funds schemes

Aditya Birla Sun Life Mutual Fund Axis Mutual Fund Baroda Pioneer Mutual Fund BOI AXA Mutual Fund Canara Robeco Mutual Fund DHFL Pramerica Mutual Fund DSP Blackrock Mutual Fund Edelweiss Mutual Fund Escorts Mutual Fund Franklin Templeton Mutual Fund HDFC Mutual Fund ICICI Prudential Mutual Fund IDBI Mutual Fund IDFC Mutual Fund Indiabulls Mutual Fund Invesco Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund L&T Mutual Fund LIC Mutual Fund Mahindra Mutual Fund Mirae Asset Management Motilal Oswal Mutual Fund Peerless Mutual Fund PPFAS Mutual Fund Principal Mutual Fund Reliance Mutual Fund SBI Mutual Fund Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Taurus Mutual Fund Union Mutual Fund UTI Mutual Fund