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Mutual Funds
Mutual Funds are professionally managed investment funds that pools money from various investors to invest in securities. These investors may be retail or institutional in nature. Mutual Funds Investments for NRIs helps in long term financial planning. There are a number of features and benefits for NRIs Mutual Funds. You can also enjoy diverse benefits at a low cost. For more details about Mutual Funds for NRIs please go through the list below.
Features & Benefits
Invest through Axis Bank Branch or Online as per your convenience
The facility of making Mutual Fund investments through Axis Bank branches as well as through the Internet Banking & Axis Mobile App ensures convenience
Enjoy diverse benefits at a low cost
Mutual Funds offer NRIs a chance to invest in a diversified, professionally managed basket of securities at a low cost, making it the most suitable investment option.
Get assistance from a dedicated Relationship Manager
The dedicated Relationship Managers are equipped to assist in the financial planning process and investment decisions. Relationship Manager ensures that all your investment requirements are taken care of smoothly and efficiently.
Avail of our One Page Portfolio Snapshot
We offer a unique 'One Page Portfolio Snapshot' report across investment products to our customers, which can be viewed through our Internet Banking module.
Get your funds managed professionally for higher returns
- AMCs are managed by professionals and can carry out specialised investment activities for you.
Reduce your investment risk
Diversification among a number of investments helps reduce the risk of any single holding.
Liquidate your investment with ease
Open-ended schemes offer liquidity through on-going sale and repurchase facility so investors don't have to worry about finding a buyer for their investments.
Benefit from flexibility and transparency
Mutual Fund investors have access to Mutual Fund scheme information and other details through fact sheets, offer documents, annual reports and promotional materials. Accordingly , one can choose a scheme that matches investment
Choose a scheme that suits your risk appetite
Mutual Fund offers schemes across risk spectrum . Investors with a high risk appetite can opt for aggressive schemes, while those with a low risk appetite, or those who need a fixed income every month can opt for MIPs or
Get your funds managed professionally for higher returns
- AMCs are managed by professionals and can carry out specialised investment activities for you.
- A mix of the right assets could lead to better returns.
- A high concentration of risky assets would lead to a higher return and vice-versa.
Investing in Mutual Fund holds a lot of benefits and can also help in reducing the risk by investing across diverse portfolios. With this if you are looking to apply for mutual funds, make sure you fulfil the following requirements for Mutual Fund investments through Axis Bank.
Here is the eligibility criterion for mutual funds:
- The applicant needs to be an existing Axis Bank account holder
- The applicant needs to be KYC Compliant
- The Savings Bank Account status has to be Single or Either/Survivor
- The Account Opening Application Form has to be signed by the all the Bank Account Holders
If you are an existing Axis Bank customer and haven’t opened an Investment Services Account yet, Download Forms to register.
Make sure you have all the necessary documentation for Mutual Funds in place. To open a mutual fund account, we need to have KYC in place in accordance to SEBI. After filling up the application form along with Customer Risk profiler and KYC application, submit them to the nearest Axis Bank Branch.
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