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Mutual Fund Solutions

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Equity Funds

Invest mainly in stocks. Higher risk, higher return potential. Best for long-term wealth creation.

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Debt Funds

Invest in bonds and fixed-income securities. Lower risk, steady returns.

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Hybrid Funds

A balanced mix of equity and debt. Medium risk, balanced growth with stability.

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Index Funds & ETFs

Track market indices like Nifty or Sensex. Low-cost, passive investment option.

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Solution-Oriented Funds

Customized for specific goals such as retirement or child’s education with a lock-in period.

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Fund of Funds (FOF)

A mutual fund that invests in other MF schemes instead of directly in stocks or bonds.

Milestones

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No. of Clients
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Average AUM
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SIP Book

Why to Choose Mutual Funds

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Strategic Diversification

Don't put all your eggs in one basket – mutual funds spread your money across industries.

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Tailored Flexibility

Start small with SIPs or invest lumpsums – invest according to your comfort and goals.

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Compounding Advantage

Harness the exponential power of time—consistent investments transform into significant capital over the years.

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Cost-Effective Growth

Get expert management and a diversified portfolio at a much lower cost because the expenses are shared.

Why Choose INBEST for Mutual Funds?

Integrated Solutions

Complete support from KYC to portfolio reporting.

Integrated Solutions

Detailed Reporting

Clear insights on gains, dividends, SWP, and more.

Detailed Reporting

Effortless Transactions

Smooth execution of purchases, switches, and redemptions.

Effortless Transactions

Insightful Analytics

XIRR, charts, and data to guide smarter decisions.

Insightful Analytics

Accuracy & Compliance

Services built on precision and regulatory adherence.

Accuracy & Compliance

Personalized Approach

Tailored solutions aligned with your financial goals.

Personalized Approach

How to Choose a Mutual Fund

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Start with Purpose

Start with Purpose

Wealth creation, child’s education, or retirement-start with a clear purpose

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Choose Funds

Choose Funds

Choose equity, debt, or hybrid funds based on how much risk you’re comfortable with

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Focus on Performance

Focus on Performance

Look at the fund’s long-term performance, not just short-term returns

Calculators

SIP Calculator

SIP Calculator

Calculate your Systematic Investment Plan returns and plan your investments wisely.

Lumpsum Calculator

Lumpsum Calculator

Estimate returns on your one-time investment with our lumpsum calculator.

SWP Calculator

SWP Calculator

Calculate your Systematic Withdrawal Plan and manage your regular income needs.

Frequently Asked Questions