OUR JORNEY
Mutual Funds
Mutual Funds Made for Your Goals
Mutual funds pool money from multiple investors and invest in diversified portfolios comprising equities, debt instruments, or a combination of both. Managed by experienced professionals, mutual funds offer a flexible and transparent investment option for individuals across different income levels and financial goals.
At PTIC India, we understand that every investor is different. That’s why our mutual fund advisory is not a one-size-fits-all approach. We assess your current financial standing, life goals, and risk tolerance before recommending suitable mutual fund schemes. Our data-backed strategies and fund selection processes ensure that your money works harder for you, all while minimizing risk.
Whether you are a cautious investor looking for fixed returns, or a risk-taker aiming for long-term capital appreciation, our range of mutual fund services is designed to help you make the most of market opportunities.
Types of Mutual Funds
Equity Mutual Funds
Primarily invest in stocks and are ideal for long-term growth.
Equity Linked Savings Scheme
Tax-saving funds under Section 80C with a three-year lock-in period.
Debt Mutual Funds
Focus on bonds and fixed-income instruments, suitable for conservative investors.
Systematic Investment Plan
A disciplined approach to investing a fixed amount regularly.
Hybrid Mutual Funds
A balanced mix of equities and debt, offering moderate risk and returns.
Index Funds and ETFs
Passive investment options that track benchmark indices.
Why Choose PTIC India for Mutual Fund Investments?
With over 27 years of industry leadership, PTIC India has guided more than 7,500 clients in making sound financial decisions, managing assets worth ₹2,000+ crores. Our mutual fund services are built around trust, performance, and personalized planning.
We begin by understanding your financial aspirations—whether you’re saving for your child’s future, planning retirement, or aiming for wealth creation. Our experienced advisors filter through thousands of mutual fund schemes from leading AMCs to handpick the ones that align with your risk profile and financial goals.
PTIC India also empowers investors with goal-based planning. We help you set clear financial milestones and track your progress with ease. Our ongoing performance monitoring and portfolio rebalancing ensure your investments remain on track regardless of market volatility.
For us, transparency and investor education are top priorities. We explain every aspect of your investment in simple terms so that you always stay informed and confident. With secure, user-friendly digital platforms, you can track, invest, and redeem your mutual fund holdings at your convenience.
PTIC India is not just another investment advisor—we are your long-term financial partner, focused on delivering peace of mind and measurable success.
