Mutual Funds

The full universe of India's top AMCs, distilled to a portfolio.

From large-cap stability to small-cap growth, ELSS tax efficiency to liquid-fund parking — we build allocation aligned to your goals.

Categories we cover

A scheme for every horizon and risk band.

12–14% historical

Equity Large Cap

Stability + steady compounding. Anchor of any long-horizon portfolio.

18–24% historical

Equity Mid & Small

Growth-heavy. For investors with 7+ year horizons and risk appetite.

10–12% historical

Hybrid / Balanced

Dynamic equity-debt allocation. Lower drawdowns, smoother ride.

14–18% historical

ELSS Tax Saver

80C-deductible (up to ₹1.5L) with a 3-year lock-in. Equity exposure.

7–9% historical

Debt & Liquid

Capital preservation + emergency parking. Better than savings accounts.

11–13% historical

Index & ETFs

Low-cost passive exposure to Nifty 50, Nifty Next 50, S&P 500 and more.

AMC partners

Distribute from India's most trusted AMCs

HD HDFC Mutual Fund

IC ICICI Prudential MF

SB SBI Mutual Fund

AX Axis Mutual Fund

KO Kotak Mahindra MF

NI Nippon India MF

MI Mirae Asset MF

DS DSP Mutual Fund

UT UTI Mutual Fund

AB Aditya Birla Sun Life

Project the future

See your wealth compound, before you commit.

Move the sliders. Watch the chart. Talk to us about the numbers.

Monthly Investment

₹

₹500 ₹500,000

Investment Period

Yrs

1Yrs 40Yrs

Expected Return

1% 30%

Why distribute via FinSec

Same fund, same NAV — smarter setup.

When you invest in a mutual fund through FinSec Vision, you pay the same NAV as anyone else. The difference is what surrounds it — research, monitoring, rebalancing, and a human you can call.

Hand-picked fund shortlist

Around 150 funds reviewed monthly; only 12 make our model lists.
Goal-mapped allocation

Every rupee tied to a goal, horizon and risk band — not random.
Tax-aware rebalancing

We rebalance when it improves after-tax outcomes, not before.
A real advisor, always

Same person, year after year — no call-centre hand-offs.

A sample model allocation

For a 35-year-old with a 20-year horizon · moderate risk

Equity · Flexicap 35%

Equity · Large Cap 20%

Equity · Mid/Small 15%

Hybrid · Balanced 15%

ELSS · Tax Saver 10%

Liquid / Emergency 5%

Indicative only — your actual allocation depends on your goals, risk, taxes and cashflow.

FAQ

Common questions

FinSec Vision is an AMFI-registered Mutual Fund Distributor. Investment transactions execute directly with the respective AMCs — we facilitate, advise and report.

You can begin a Systematic Investment Plan (SIP) with as little as ₹500 per month. Lumpsum investments typically start at ₹5,000 depending on the scheme.

Equity funds attract 10% LTCG above ₹1 lakh of gains held over one year, and 15% STCG below that. Debt funds are taxed at your slab rate from 2023 onwards. Specific cases vary — we recommend personalised tax advice.

Yes. Most AMCs allow pausing for 1–3 months or stopping a SIP with a few business days’ notice. We help process either request the same day.

A Step-Up SIP automatically increases your monthly contribution by a chosen percentage every year — typically 10%. It aligns your investing with your income growth.

Yes. We complete e-KYC via Aadhaar OTP, eSign mandates, and activate SIPs digitally. Most clients are fully set up within 48 hours of the discovery call.

Yes. We support NRE, NRO and FCNR account routing across most AMCs. Note: US and Canadian NRIs face FATCA-related restrictions on certain AMCs.

We advise on term, health and life insurance — independently. Where appropriate we coordinate with IRDA-licensed partners; we do not push insurance as an investment product.

Ready when you are

Build the portfolio your future deserves.

Talk to a FinSec advisor. No obligation, no fee for the first conversation.

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