SIP Investments
Build wealth steadily with a Systematic Investment Plan (SIP). Invest a fixed amount every month in the mutual funds of your choice, with set-up support.
Mutual Fund Investments
Access equity, debt, hybrid, liquid and index funds from leading Indian fund houses, chosen to suit your goals, time horizon and risk profile.
Overview
Mutual funds pool money from many investors and are managed by professional fund managers under SEBI regulation. Different categories behave very differently, so the right mix depends on what you are investing for and how long you can stay invested.
As an AMFI-registered Mutual Fund Distributor, RWAKKA helps you understand the options available, complete your KYC and paperwork, and invest in schemes that match your risk profile. We also stay in touch afterwards.
What you get
- Choice across equity, debt, hybrid, liquid, index fund and ETF categories
- Sector, thematic and international fund options for experienced investors
- Help comparing schemes on category, track record, costs and risk
- Support with KYC, account opening and transaction paperwork
- Ongoing service for additional purchases, switches and redemptions
How it works
- 1
Understand your goals
We discuss what you are investing for, your time horizon and your comfort with risk.
- 2
Shortlist suitable schemes
We explain the fund categories that fit, and the risks of each.
- 3
Complete KYC and invest
We help with documents and set up your lumpsum or SIP investment.
- 4
Stay in touch
We share scheme updates and support you with any changes you want to make.
Mutual Fund Investments: frequently asked questions
Are mutual fund returns guaranteed?
No. Mutual fund investments are subject to market risks and returns are not guaranteed. The value of your investment can go up or down. Please read all scheme-related documents carefully before investing.
Which type of mutual fund is right for me?
It depends on your goal, how long you can stay invested and how much short-term ups and downs you can accept. Equity funds are generally suited to longer horizons. Debt and liquid funds are generally used for shorter horizons or stability. We walk you through the options before you invest.
Can I withdraw my money at any time?
Most open-ended funds can be redeemed on any business day, but some schemes have exit loads, and tax-saving ELSS funds have a three-year lock-in. We explain the terms of each scheme before you invest.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.
Related services
All services
Portfolio Review & Risk Profiling
Get a clear picture of your existing mutual fund portfolio, check that it still matches your risk profile and goals, and act on scheme updates in time.
Goal-Based Financial Planning
Plan investments around real life goals like a home, your child's education or long-term wealth, with clear targets, time frames and regular reviews.
Ready to plan your investments?
Talk to the RWAKKA team. Your first consultation is free and comes with no obligation.