Home/Services/Mutual Fund Distribution

Mutual Fund Distribution

Schemes from multiple fund houses, one point of contact for every transaction and service request.

Overview

Mutual Fund Distribution

As an AMFI-registered Mutual Fund Distributor (ARN-135254), Patni Investmart helps you access mutual fund schemes from multiple Asset Management Companies. We share scheme documents, factsheets and riskometers so that you can take your own informed decision.

Once you decide, we take care of the practical side: KYC, application forms, bank mandates, transaction processing and after-sales servicing across your folios.

Enquire on WhatsApp

What's included

What we take care of

Scheme documents, factsheets and riskometers on request
Purchase, additional purchase and redemption
Switch, STP (systematic transfer) and SWP (systematic withdrawal)
Consolidated account statement (CAS) assistance
Nominee, bank and contact detail updates
Capital gains statements for tax filing

Process

How it works

Share your details

Tell us your investment horizon, needs and risk appetite.

Complete KYC

One-time KYC with PAN, Aadhaar and bank proof.

You choose

Review scheme documents and select the schemes you prefer.

We service

Transactions, statements and service requests handled end to end.

FAQs

Common questions

Do you charge a fee for mutual fund distribution?

No separate fee is charged to you. We receive commission from the AMC for investments made in regular plans. Commission details are disclosed on our Commission Disclosure page.

What is the difference between regular and direct plans?

Regular plans are bought through a distributor and include distributor commission in the expense ratio. Direct plans are bought directly from the AMC and have a lower expense ratio. You are free to choose either route.

Can I hold funds from different AMCs in one place?

Yes. You can track all folios together through our portfolio login and through your Consolidated Account Statement (CAS).

Do you tell me which fund to buy?

We do not provide investment advice. We share scheme information and help you understand product features and risks so you can decide for yourself. For personalised advice, you may consult a SEBI-registered Investment Adviser.

Please note: Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Patni Investmart is a distributor and does not provide investment advice.