OVERVIEW
Mutual Funds
Mutual Funds are an excellent way to diversify your investment portfolio with the help of market experts. Welcome to PESB Mutual Fund Center, a place where you can meet all your mutual fund investment needs.
Dedicated Relationship Manager: A one-point contact for your investment needs, and a coherent market outlook.
Transparency in reporting and access to portfolio round the clock to track your portfolio.
Cash Flow Analysis for coherent goal planning and asset allocation.
Host of Investment Options: Government bonds, Corporate FDs (NBFC's and HFC's), Mutual Funds and Wealth baskets.
Why Mutual Fund
A smart way to reach your financial goals
Systematic investment plan (SIP) is one of the biggest blessings for an investor. It aims at wealth creation by investing small sums of money at regular intervals in a pre-defined mutual fund scheme allowing rupee cost averaging with the added benefit of power of compounding.
It inculcates the habit of disciplined investing that helps you to plan for your future - child's education, buying a house, daughter's wedding.
Why invest in mutual funds?
- Diversified portfolio
- Liquidity
- Tax saving
- Managed by professionals
- Convenience of small investments
- Low transaction cost
Reasons to invest in Mutual Funds with PESB
Assistance at every step of the investment process.
Access to thousands of mutual fund schemes at one place.
Unbiased investment recommendations backed by in-depth research.
Portfolio designing tailored to your need and continuous portfolio monitoring.
Invest in mutual funds using your trading account.
Hasslefree transaction from your ledger.
Pledgeable mutual fund schemes.
Depositories makes your investment safe and secure.
Combined ledger.
PESB Mutual Fund APP
It’s easy to start
We think big and have hands in all leading technology platforms to provide you wide array of services.
Open your account online
Open a trading and Demat account online in 15 minutes and start investing. Step into the world of trading, with exciting trading platform.
Get email confirmation
Once you open online or off line A/C you will get instantly one email with all credentials of back office and online trading credentials.
Fund your account instantly
To start investing and trading need to add fund in your A/C, we have a facility of Bank transfer, UPI Transfer you can deposit cheque.
Become an investor or trader
After your fund available you can start trading or investing. We have products like research, basket order, SIP etc.