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Swayambhu Wealth & Legacy
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Mutual funds

A Financial Plan Can Guide the Investment. The Product Helps Implement It.

Mutual Funds may form part of a long-term investment strategy when appropriate to the client's goals, risk profile and time horizon.

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ARN
181844
EUIN
E366971
FPSB
IN161733

How do mutual funds fit into a financial plan?

Mutual funds may form part of a long-term investment strategy when appropriate to your goals, risk profile and time horizon. As an AMFI Registered Mutual Fund Distributor (ARN 181844), Swayambhu offers MF distribution, SIPs, goal-based implementation, portfolio review, investment tracking and periodic review. The plan guides the investment; the product helps implement it.

Implementation services

  • MF Distribution

  • Systematic Investment Plans (SIPs)

  • Goal-Based Implementation

  • Portfolio Review

  • Investment Tracking

  • Periodic Review

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Registration details

Remuneration Disclosure:

MF distribution may involve commission/trail remuneration from the relevant AMC, as permitted by applicable rules. Clients should understand the nature of the distribution relationship and applicable remuneration before investing.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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Sachin Agarwal

AMFI Registered Mutual Fund Distributor

ARN:
181844
EUIN:
E366971

More ways to invest

Mutual funds, answered.

Is Swayambhu a registered mutual fund distributor?

Yes. Sachin Agarwal of Swayambhu Wealth & Legacy is an AMFI Registered Mutual Fund Distributor, ARN: 181844, EUIN: E366971.

When do mutual funds fit into a plan?

Mutual Funds may form part of a long-term investment strategy when appropriate to the client's goals, risk profile and time horizon. A financial plan can guide the investment; the product helps implement it.

Which mutual fund services are offered?

MF distribution, Systematic Investment Plans (SIPs), goal-based implementation, portfolio review, investment tracking and periodic review.

How is mutual fund distribution remunerated?

MF distribution may involve commission/trail remuneration from the relevant AMC, as permitted by applicable rules. Clients should understand the nature of the distribution relationship and applicable remuneration before investing.

Are mutual fund investments subject to risk?

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.