A Mutual Fund is a trust that pools the savings of a number of investors who share
a common financial goal. The money thus collected is then invested in capital market
instruments such as shares, debentures and other securities. The income earned through
these investments and the capital appreciation realised are shared by its unit holders
in proportion to the number of units owned by them. Thus a Mutual Fund is the most
suitable investment for the common man as it offers an opportunity to invest in
a diversified, professionally managed basket of securities at a relatively low cost.
>Choice of schemes
Wide variety of Mutual Fund Schemes exist to cater to the needs such as financial
position, risk tolerance and return expectations etc. The table below gives an overview
into the existing types of schemes in the Industry.
Open – Ended Schemes
Close – Ended Schemes
Money Market Schemes
Tax Saving Schemes
Sector Specific Schemes
>Buy / sell mutual funds in the same way as you trade
in share market.
>Get your mutual funds dematerialised and have a consolidated
view of all your holding in equity and mutual fund.
>No hassles of signing application forms for every purchase
>Complete data of all the years will be covered in a single
demat statement that is made available through R. Wadiwala
>Single point of contact at R Wadiwala for all your requirements.
>Stay updated with your latest valuation on a phone call
or by using our mobile app or website
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