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What is a Mutual Fund?

A Mutual Fund is a pool of money collected from many investors and invested in shares, bonds, and other assets. Managed by professional fund managers, it’s an easy way to grow your wealth without having to research or manage investments yourself.

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  • Professional Management
    Your investments are handled by experienced fund managers who carefully select and monitor securities.
  • Diversification
    Instead of investing in a single stock or bond, mutual funds spread your money across multiple investments, reducing risk.
  • Affordable & Flexible
    Start investing with as little as ₹500/month via SIP. You can add or withdraw funds anytime as per your needs.
  • Transparency
    Mutual Funds are regulated by SEBI, ensuring high transparency. The fund’s portfolio is disclosed regularly as prescribed by the regulations, and the value of each unit (NAV – Net Asset Value) is published daily, so you always know where your money is invested and how it’s performing
  • Liquidity
    You can redeem your investments anytime, making mutual funds highly liquid. (Some funds like ELSS, close-ended schemes, Children’s funds, and Pension funds have a lock-in period.
  • Tax Efficiency

    Tax Deferment Advantage – You only pay tax when you redeem your investment, allowing your money to compound without annual taxation.
    Save Tax with ELSS – Invest in Equity Linked Savings Schemes (ELSS) and claim tax deductions under Section 80C (up to ₹1.5 lakh/year).
    Long-Term Capital Gains (LTCG) – Equity oriented mutual funds enjoy tax-free LTCG up to ₹1,25,000 per year; gains above this are taxed at a favorable 12.5% rate.

We help you choose the right fund based on your goals, time horizon, and risk appetite:

  • Equity Funds – Aim for long-term wealth creation by investing primarily in stocks.
  • Debt Funds – Offer stable returns with lower risk by investing in bonds and fixed-income securities.
  • Hybrid Funds – Combine equity and debt investments to balance growth and stability.
  • ELSS (Tax-Saving Funds) – Equity funds that allow you to save tax under Section 80C while building wealth.
  • Solution-Oriented Funds – Designed to meet specific life goals like retirement planning or a child’s education.
  • 20+ years of experience in mutual fund distribution.
  • AMFI-registered mutual fund distributor and trusted by thousands of clients.
  • 99% of clients join through referrals, showing strong trust.
  • Dedicated Team of 14 Qualified Professionals.
  • Paperless, easy, and quick investment process.

Disclaimer

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. I Plus Financial Services LLP acts as an AMFI-Registered Mutual Fund Distributor and does not provide investment advisory services. All investments are at the sole discretion of the investor.

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About Us

A legacy of trust. A future of financial freedom.
Since 2006, I Plus Financial Services LLP has been a professionally managed financial services firm with one mission — to empower every individual and family to achieve financial freedom and security.

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Investment Desk: 
+91 90990 66296

Insurance Desk: 
+91 90990 66412

I Plus Financial Services LLP
Om Decora 9 Square, B – 507/508, Near Marwadi Financial Plaza, Nana Mava Main Road, Rajkot – 360001 Gujarat (India)

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Risk Factors – Investments in mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing. Mutual fund schemes do not assure or guarantee returns, and past performance may or may not be sustained in the future. Achievement of the investment objective of any scheme is not guaranteed. Investors are advised to check exit loads and the total expense ratio applicable before making investments. We deal only in regular plans of mutual fund schemes and earn a trail commission on client investments, which is disclosed at the time of investment. Direct plans of all schemes are available to investors at a lower expense ratio; however, we do not deal in direct plans and are not entitled to any commission on them. I Plus Financial Services LLP is an AMFI-registered mutual fund distributor. We are not advisors and do not provide advisory services.

AMFI Registered Mutual Fund Distributor – ARN-272332 | Date of initial registration – 13/07/2023 | Current validity of ARN – 12/07/2026

Grievance Officer- Mr. Ravi Kalariya | Phone: +91 9825722309 | Email: iplusfinserv@gmail.com

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