Access to a diversified portfolio with a low investment, professional fund management, tax savings, liquidity, etc. are some of the factors that have contributed to making mutual funds an integral component of an investment portfolio.

At Emkay, we believe that mutual funds enable you to fulfill your various life goals ranging from regular income generation to capital appreciation to planning for a secure retirement. There is a scheme for one and all. The key is to select schemes which will take you closer to your goals. Armed with this belief, we have emerged as one of the market leaders for advisory in mutual fund investments.

• Use our in-depth research analysis to provide our clients with independent and unbiased solutions.
• Seek to first understand our client's investment objectives, his risk taking ability and the investment horizon.
• Then recommend the best basket of schemes across various categories, to build a portfolio unique to his needs.
• Monitor the portfolio regularly, to ensure that the performance is as per expectations.

Believing in the philosophy 'not one size fits all', and, 'past performance is not a guarantee for future performance', we believe in giving you access to a variety of mutual fund schemes across fund houses. You can invest in schemes offered by:

At Emkay, we believe that there are some who wish to invest with no particular financial goal in mind - they are looking only at wealth build-up. To cater to this segment, we have created 3 mutual fund investment portfolios based on the risk appetite of the investors. So, if you are one of them, then, allocate your investment as per the recommended portfolio which matches your risk taking ability.

If you are a low risk taker, we understand that capital preservation with stability of income is of importance to you. Hence, we recommend an investment portfolio which is more aligned towards debt vis-à-vis equity. A nominal exposure to equity is recommended to marginally improve the overall returns without taking on undue additional risk.

If you are a medium risk taker, we understand that you wish to strike a balance between long-term growth and safety of capital. Hence, we recommend an investment portfolio where debt and equity enjoy a similar proportion.

In case you have a high risk appetite, we understand for you capital growth over the long term is important. Hence, we recommend an investment portfolio which is more aligned towards equity vis-à-vis debt. A nominal exposure to debt is recommended to lend stability to the portfolio.

• Strong research:
  By investing in a strong, in-house research team, we are always updated not only with schemes' performances but also their investment rational and future outlook. Hence, we are able to sift through thousands of schemes to arrive at the chosen few which would be quality performers in the future.
• Client profiling:
  We study individual needs of our clients to determine a portfolio tailor-made to meet their requirements based on their risk tolerance.
• Portfolio tracking:
  Believing that the work does not end at investing, Emkay regularly monitor client portfolio and provides periodic portfolio report updates on:
  • Portfolio performance
  • Portfolio composition
  • Profit/loss statements
  • Summary of investments
  • Capital gains details
  • Dividend income statements
  • Sector exposure
  • Stock specific exposure
• Integrated approach:
  At Emkay, we integrate our resources and expertise to provide solutions to our clients which exceed their expectations. We constantly thrive to build long standing one-on-one relationships with our clients.

If you wish to appoint Emkay to create a mutual fund portfolio which is unique to your investment needs, you can call us on 022 - 6612 1342

Alternately, if you have already identified the scheme(s) that you wish to invest in, you can either invest by visiting any of our offices/branches or through the online mode.

Remember, if you are investing in a fund house for the first time, you will need to submit a KYC (Know Your Customer) form. This form can be collected from any of our offices/branches. Alternately, you can download it from www.amfiindia.com. The duly completed form along with photocopies and original proof of identity and address and PAN card need to be submitted to us. We will in-turn forward it to the mutual fund house, who will give an acknowledgement that all information mentioned in the form is correct.

On receipt of the acknowledgement from the fund house towards the KYC form, you can begin investing.

• Collect the application form from our office.
• Submit the completed form along with a copy of the PAN Card and the KYC acknowledgement received, along with the cheque/DD drawn in favour of the scheme.
• On successful application, your bank account will be debited and you will be allotted units based on the prevailing day's NAV.

A copy of the PAN card also needs to be submitted if the investment sum is greater than Rs. 50,000/-

• You need to open a broking account with us.
• Complete the transaction order. The bank account which is linked to the trading account will be debited with the investment sum and you will be allotted units based on the prevailing day's NAV.

To know more about our service, you can contact us at 022 - 6612 1342