MUTUAL FUND | INSURANCE
A mutual fund is an investment vehicle that collects money from many investors and invests it in a diversified portfolio of securities such as equities, bonds, government securities, money-market instruments, or other permitted assets. The fund is managed by a professional Asset Management Company (AMC) according to the scheme’s investment objective. Investors receive units representing their proportionate ownership in the fund. The value of each unit is represented by the Net Asset Value (NAV). In India, mutual funds are regulated by SEBI, while AMFI promotes industry standards and investor awareness. Mutual funds provide diversification, professional management, liquidity, transparency, and regulated investment opportunities.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-280696 | Date of initial registration – 19 July 2023 | Current validity of ARN – 15 NOV 2029
APMI Registered PMS Distributor – APRN08604 | Date of initial registration – 17 December 2025 | Current validity of ARN – 16 December 2028
Grievance Officer- SHIVA KUMAR | shiva@rpwealth.in
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