How Mutual Fund Investment Helps You
Mutual funds are a powerful tool for individual investors, offering numerous benefits:
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Mutual Funds: Your Path to Wealth Creation
Your path to wealth creation — a diverse, professionally managed portfolio for your long-term goals.
Investing in mutual funds is one of the most effective ways to reach your financial goals. With ShreeVaah, you get access to a wide range of investment products from India's leading Asset Management Companies. We help you through the complexities of the market and help you build a portfolio that aligns with your risk tolerance and financial aspirations.
- Professional Management: Your money is managed by a team of experienced fund managers who make informed decisions on where to invest, saving you the time and effort of market research.
- Diversification: By pooling money from many investors, mutual funds invest across a wide variety of stocks, bonds, or other securities — reducing the risk of investing in a single asset.
- Affordability: Start with a small amount through a Systematic Investment Plan (SIP), making investing accessible to everyone.
- Liquidity: Buy or sell your mutual fund units on any business day, giving you the flexibility to access your money when needed.
How Mutual Fund Investing Helps India
- Capital Formation : Mutual funds channel small savings into productive assets like stocks and bonds, helping companies and government raise capital for growth and infrastructure.
- Financial Inclusion : By making investing accessible to a larger population, mutual funds promote a culture of saving and enhance financial inclusion nationwide.
- Market Stability : The disciplined, long-term approach of mutual fund investing provides stability to capital markets, reducing volatility from short-term trading.
Understanding Mutual Funds
A mutual fund is a trust that collects money from many investors and invests it in various securities. Returns are distributed to investors in proportion to their investment. The price of each unit is known as the Net Asset Value (NAV), calculated at the end of each business day.
Why Invest Through ShreeVaah
- Regulatory Compliance : We adhere to the strict guidelines of AMFI and SEBI, ensuring your investments are secure and transparent.
- Expert Guidance : Our team provides personalized advice to help you choose funds that match your financial goals and risk profile.
- Comprehensive Services : We provide you with the Services to keep you informed and in control:
- Portfolio reviews
- Fund switch suggestions
- Tax reports and capital gains summaries
- SIP setup and tracking
- Goal-based investment planning
- Hassle-free change-of-broker requests
These services are especially useful if you're new to investing, or if you'd simply like someone to help manage your portfolio.
Eligibility & Documents Required
Investing in mutual funds is a straightforward process with minimal documentation.
Basic Eligibility
- Identification: You must be an Indian citizen with a valid PAN and Aadhaar card.
- Bank Account: A bank account in your name is mandatory for all transactions.
Documents Required
- Proof of Identity: PAN Card (mandatory).
- Proof of Address: Aadhaar Card, Passport, or Voter ID.
- Proof of Bank Account: : A cancelled cheque or the first page of your bank passbook.
- Demat Account: While not mandatory for all funds, a valid Demat account is required for investing in some schemes.
Frequently Asked Questions
Mutual Funds FAQs
What is a Systematic Investment Plan (SIP)?
A SIP is a method of investing a fixed amount at regular intervals — typically monthly — into a mutual fund. It supports rupee cost averaging and disciplined investing.
What is the difference between an AMC and a mutual fund?
An AMC (Asset Management Company) is the entity that manages mutual funds. A mutual fund is a scheme or product offered by the AMC.
What are the main risks of investing in mutual funds?
The primary risk is market risk — the value of your investment can fluctuate with market conditions. Other risks include credit risk and liquidity risk, particularly in certain debt funds.
What is ShreeVaah's role?
We act as your trusted partner and registered mutual fund distributor, giving you access to a platform to invest across a wide range of funds, backed by expert guidance throughout your investment journey.
Important Information & Disclosures
The information on this page is for general awareness and does not constitute investment advice or a recommendation.
Registration
- AMFI ARN: 331296, valid June 16, 2025 – June 15, 2028.
- NSE Registration: AP2486036143 | BSE Registration: AP01329901173085, held as a franchisee of Choice Broking.
Our Role
ShreeVaah, a digital platform brought to you by Tre Sessanta Financial Services Private Limited, provides distribution and facilitation services only — we do not manage or sponsor mutual fund schemes, do not guarantee returns or capital protection, and do not store, invest, use, or process investor funds directly. Our role is limited to offering access to investment platforms, documentation support, and post-investment services such as SIP tracking, fund switches, and tax reports. All investment decisions are made solely by the investor, and all investments are routed through SEBI-registered AMCs and platforms.
Risk Disclosure
Mutual funds are market-linked instruments and are not deposit products — they are not insured or guaranteed by the AMC, sponsor, or any government agency unless explicitly mentioned and guaranteed by the issuer.
Their value may fluctuate due to changes in equity, debt, interest rates, currency, and macroeconomic factors. Risks include but not limited to:
Mutual fund investments are subject to market fluctuations. Past performance is not indicative of future results.
- Market Risk : value of investments may fluctuate due to market conditions.
- Credit Risk : applicable in debt funds where issuers may default.
- Liquidity Risk : some funds may have limited redemption flexibility.
Past performance is not indicative of future returns. Investors must evaluate their risk appetite, investment horizon, and financial goals before investing, and are advised to consult a certified financial advisor before making investment decisions.
Tax Disclaimer
ShreeVaah may provide capital gains summaries and tax reports for convenience. These reports are indicative and not a substitute for professional tax advice — investors should consult a qualified tax advisor for filing and compliance.
Code of Conduct Compliance
We adhere to the AMFI Code of Conduct for mutual fund distributors, including full disclosure of scheme features, risks, and costs; no assurance or indication of returns unless explicitly stated in scheme documents; avoidance of misrepresentation, churning, or commission-driven recommendations; and promotion of investor education and suitability-based product facilitation.
Due Diligence
Investors must read offer documents, term sheets, and disclosures carefully. ShreeVaah is not liable for any loss arising from reliance on incomplete or inaccurate information, and acts solely as a facilitator — not assuming responsibility for delays, defaults, or disputes between investors and issuers.
Commission & Distribution Transparency
As a mutual fund distributor, we earn trail commissions from Asset Management Companies (AMCs) for schemes distributed through our ARN, in accordance with the regulatory caps specified by SEBI/AMFI. A detailed commission structure is available upon request in accordance with AMFI guidelines.
Regulatory disclosures & statutory declarations
1. Registration & Nature of Service
- Entity Name : Tre Sessanta Financial Services Pvt. Ltd.
- AMFI Registration Number : ARN - 331296
- ARN Validity Period : 16th June 2025 to 15th June 2028
- Principal Role : Mutual Fund Distributor (MFD)
Tre Sessanta Financial Services Pvt. Ltd. is registered with the Association of Mutual Funds in India (AMFI) as an authorized Mutual Fund Distributor. We facilitate the distribution of mutual fund products and allied financial instruments. We are not registered as an Investment Adviser under SEBI (Investment Advisers) Regulations, 2013, and do not charge any fee-based advisory charges from clients. Any scheme-related discussions or suitability assessments are strictly incidental to our distribution business.
2. Statutory Risk Warning & Performance
- Market Risks : Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
- No Capital Protection / Guaranteed Returns: Mutual funds are market-linked instruments. Net Asset Values (NAVs) fluctuate based on movements in capital and debt markets. We do not promise, assure, or guarantee any fixed rates of return, dividends, or capital preservation.
- Past Performance: Historical performance of any scheme, benchmark, or index does not guarantee future results.
3. Plan Type Disclosure (Regular Plans vs. Direct Plans)
Tre Sessanta distributes Regular Plans of Mutual Fund schemes. In Regular Plans, distributor commissions are paid by the Asset Management Company (AMC) out of the scheme’s Total Expense Ratio (TER). Investors also have the option to invest in Direct Plans (which carry lower expense ratios due to the absence of distributor commissions) directly through the respective AMC websites or authorized central transaction utilities.
4. Commission Disclosure (SEBI / AMFI Mandate)
In compliance with the AMFI Code of Conduct and SEBI circulars, Tre Sessanta operates under a full-trail commission model. Commissions are received directly from AMCs for investments routed under ARN-331296. No separate out-of-pocket distribution fees are charged directly to the client.
- Equity & Hybrid Schemes: 0.50% to 1.50% p.a. (approx. trail)
- Debt / Fixed Income Schemes: 0.20% to 0.80% p.a. (approx. trail)
- Liquid & Overnight Schemes: 0.05% to 0.15% p.a. (approx. trail)
Note: Commission structures vary across AMCs, categories, and investment tenures. A comprehensive, scheme-wise commission breakdown is available upon request.The approximate trail is subject to change without prior notice by the AMC.
5. Code of Conduct & Fair Practice
In compliance with the AMFI Code of Conduct and SEBI circulars, Tre Sessanta operates under a full-trail commission model. Commissions are received directly from AMCs for investments routed under ARN-331296. No separate out-of-pocket distribution fees are charged directly to the client.
- No Rebating: In adherence to AMFI guidelines, we strictly do not practice any rebating, gift distribution, or pass-back of commissions to investors to solicit investments.
- Independent Tax / Legal Disclaimer: Tre Sessanta does not provide tax consultation or legal services. Capital gains, exit loads, and tax treatments vary based on individual tax status. Investors must seek counsel from a certified tax advisor or Chartered Accountant.
6. Investor Grievance Escalation Mechanism
If you have any unresolved queries or complaints regarding our distribution services:
- Internal Redressal: Contact our Grievance Desk at [wealth@tresessanta.in] or call [8517043883].
- Regulatory Escalation : If your grievance remains unaddressed within 30 days, you may escalate directly to SEBI through the SEBI SCORES Portal at scores.sebi.gov.in or utilize the SMART ODR Portal at smartodr.in.
