A mutual fund is a type of investment vehicle that pools money from multiple investors to invest in a diversified portfolio of assets—like stocks, bonds, or other securities. It’s managed by professional fund managers who make decisions about where to invest the money with the goal of generating returns for the investors.
At P M Associates, we believe smart investing should be simple and accessible. That’s where mutual funds come in. Imagine you and a group of people each put some money into a pot. Then, a finance expert (the fund manager) uses that big pot of money to buy a mix of investments. You each own a piece of the total investment based on how much you contributed.
Professional Fund Management
Managed by qualified and experienced investment professionals.
Diversification
Investments are spread across multiple assets to minimize risk.
Affordability
You can start investing with a small amount—ideal for every type of investor.
Liquidity
Easy to buy and redeem units (except for closed-end or ELSS funds).
Transparency
Regular disclosures of fund performance, portfolio, and NAV (Net Asset Value).
Regulated by SEBI
All mutual funds in India are regulated by the Securities and Exchange Board of India (SEBI), ensuring investor protection.
PAN Card
Aadhaar Card
Passport-size Photograph
Address Proof (e.g., utility bill, passport, voter ID)
Bank Account Details (cancelled cheque or bank statement)
KYC Compliance
FATCA Declaration
