Best Credits India - Mutual Fund Services

SHAHVISTA

Your Guide to All Our Mutual Fund Services

Equity Funds 📈

Features

  • High growth potential
  • Diversified stock investments
  • Long-term wealth creation

Eligibility

  • Age: 18+ years
  • Moderate to high risk appetite
  • Investment horizon 5+ years

Documents Needed

  • KYC (PAN, Aadhaar)
  • Bank account details
  • Risk profiling form

Debt Funds 🛡️

Features

  • Stable returns
  • Lower risk than equity
  • Bonds & fixed income securities

Eligibility

  • Age: 18+ years
  • Low to moderate risk
  • Short to medium term goals

Documents Needed

  • KYC documents
  • Bank proof
  • Investment declaration

SIP Investments 💧

Features

  • Rupee cost averaging
  • Disciplined investing
  • Start from ₹500/month

Eligibility

  • Age: 18+ years
  • Regular monthly income
  • Any risk profile

Documents Needed

  • KYC & PAN
  • Bank mandate form
  • SIP enrollment form

Hybrid Funds ⚖️

Features

  • Equity + Debt mix
  • Balanced risk-return
  • Professional fund management

Eligibility

  • Age: 18+ years
  • Moderate risk appetite
  • 3-5 year horizon

Documents Needed

  • KYC documents
  • Bank details
  • Goal setting form

Lumpsum Investments 💰

Features

  • One-time investment
  • Immediate market exposure
  • Goal-based investing

Eligibility

  • Age: 18+ years
  • Available lump sum amount
  • Any investment horizon

Documents Needed

  • KYC & PAN
  • Source of funds proof
  • Bank statement
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