Phone 807 514 8933
Our Services
Welcome to Fincaps, where we are committed to equipping you in-depth knowledge about various mutual fund schemes from leading asset management companies. Our goal is to help you understand the advantages of mutual funds compared to traditional financial products like bank fixed deposits, ULIPs, equity shares, and bonds. Our expert team is here to assist you with all your investment transactions, including new purchases, switches, and redemptions. Additionally, we provide ongoing support to guide you in monitoring the performance of your investments.
Explore a Variety of Options
Offering access to a wide range of SEBI-regulated Asset Management Companies, investors can explore mutual fund schemes across various categories. Support is provided for seamless online and offline transactions, including lump sum and SIP purchases, switches, and redemptions, ensuring a smooth and transparent process. The emphasis is on delivering clear information and reliable process assistance, enabling investors to manage their investments confidently based on their financial goals and risk profile.
Expert Guidance and Risk Analysis
Understanding each investor’s unique risk profile is a key priority, enabling guidance that remains fully within regulatory boundaries. Support is provided to help investors understand scheme categories, risk levels, and product features so they can make informed decisions. The focus is on empowering investors with clear information, risk awareness, and transparent processes. Your investment journey begins here, guided by your goals, risk comfort, and long-term financial priorities.
Systematic Investment Plans
Facilitation is provided for investing in Systematic Investment Plans (SIPs), allowing investors to invest a fixed amount regularly in a mutual fund scheme. Systematic Withdrawal Plans (SWPs) enable investors to withdraw a fixed amount at scheduled intervals, while Systematic Transfer Plans (STPs) allow for seamless transfers of a predetermined amount from one mutual fund scheme to another at regular intervals. These processes help investors manage their investments in a structured and convenient manner.
Manage Your Portfolio Effectively
A diversified mutual fund portfolio can help reduce overall volatility and align investments with an investor’s risk profile and financial goals. Support is provided for facilitating online and offline transactions such as lump sum and SIP purchases, switches between schemes, and redemptions. Investors can also access their holdings, track transaction history, download statements, and monitor portfolio performance through authorised digital platforms, ensuring a smooth and transparent investment experience.
Easy Digital Access
Digital solutions have transformed mutual fund investing by making transactions faster, safer, and more convenient. These platforms allow investors to transact online with ease. Services like e-KYC enable hassle-free account opening and verification without paperwork, while Online CAS (Consolidated Account Statement) gives transparent access to portfolio details anytime. In addition, live market watch tools keep investors updated with real-time trends for smarter decision-making. Investors can also use external links to verify their KYC status, complete the e-KYC process, download CAS reports, and track live market activity seamlessly.
Phone +91 807 514 8933
Fincaps, 16/59, Vallicode Kottayam - Poomkavu Rd, Pathanamthitta, Kerala 689656, India
AMFI Registered Mutual Fund Distributor