Mutual Fund
Capital Growth
Mutual Fund
Professionally managed pooled investment schemes across Equity, Debt, Hybrid, and Passive categories from 37 empanelled AMCs.
Grow Your Wealth with the Right Mutual Funds
As an AMFI Registered Mutual Fund Distributor (ARN-12349), Shubh Investments helps individuals and families invest in mutual funds with clarity and discipline — choosing schemes aligned to your goals, horizon and risk comfort.
We explain every option in simple terms, keep our guidance transparent, and stay with you through periodic reviews and disciplined portfolio rebalancing.
With direct empanelment across 37 leading Indian Asset Management Companies (AMCs), we assist you in navigating Equity, Debt, Hybrid, Solution-Oriented, and Index funds tailored to your life milestones.
SIP & Lumpsum Investing
Start a monthly Systematic Investment Plan (SIP) to build wealth gradually through rupee cost averaging, or deploy a lump sum sensibly across suitable funds to balance capital growth and stability.
Goal-Based Scheme Selection
Every rupee you invest should have a clear, well-defined purpose.
- Retirement, child education, marriage & home buying goals
- Disciplined diversification across Large Cap, Flexi Cap, Hybrid & Debt funds
- Periodic reviews and rebalancing to keep asset allocation on track
- 100% digital, paperless onboarding and instant transaction execution
Salient Features & Specifications
Diverse Asset Classes
Large Cap, Mid Cap, Small Cap, Flexi Cap, Hybrid, Liquid, and Gilt funds.
Flexible Investment Modes
Invest via Systematic Investment Plan (SIP) starting at ₹500/month or lumpsum.
High Liquidity
Redeem your open-ended units anytime with funds credited to your bank in 1-2 business days.
Professional Management
Dedicated research teams and experienced fund managers actively managing portfolio risk.
Our Solutions & Your Benefits
From your first consultation to ongoing service, our solutions are built around your needs — helping you plan with clarity and move towards complete financial peace of mind.
Disciplined SIPs
Regular monthly investing that builds long-term wealth through rupee cost averaging.
Ongoing Reviews
Periodic portfolio health checks to keep your asset allocation aligned with your targets.
Goal-Based Allocation
Portfolios matched to your specific time horizons, cash flow needs, and risk comfort.
Transparent Guidance
Honest distributor guidance with full AMFI-compliant trail commission disclosure.
How We Work With You
A simple, transparent process — we listen first and understand completely before guiding you on any product.
01 Understand Goals
Understand your goals, priorities, timelines, and risk comfort.
02 Recommend Schemes
Recommend suitable mutual fund schemes in simple, clear terms.
03 KYC & Onboarding
Assist with 100% digital KYC, mandate setup, and documentation.
04 Ongoing Support
Review your portfolio periodically and stay available for ongoing support.
Who Is This Product Suitable For?
Ideal for every individual seeking inflation-beating wealth creation—from beginners starting their first SIP to seasoned investors preserving generational wealth.
Need guidance with Mutual Fund?
Schedule a direct consultation with Satish Jain for transparent distribution assistance.
Frequently Asked Questions
Quick answers about Mutual Fund. Still have a question? We are happy to help.
Yes. Satish Jain / Shubh Investments is an AMFI Registered Mutual Fund Distributor (ARN-12349, EUIN: E037180). We distribute schemes from 37 leading fund houses and provide scheme execution guidance; we do not manage discretionary money or provide portfolio management services.
We start with your financial goals, time horizon, and comfort with risk, then discuss suitable scheme categories across large cap, flexi cap, hybrid, and debt. The final investment decision always rests with you after reading scheme information documents.
No. Mutual fund returns depend on market performance and the underlying securities the scheme holds. Mutual fund investments are subject to market risks, and past performance is not indicative of future returns.
Yes. Many schemes allow you to begin with a modest SIP amount of ₹500 or ₹1,000 per month and increase it over time as your income grows.
Most open-ended schemes allow redemption at any time, with redemption proceeds credited to your bank account within 1-2 business days, though some carry exit loads or tax implications if redeemed early.
You invest in regular plans where we earn AMFI-regulated trail commission directly from the AMC. We do not charge you any separate fee for mutual fund distribution.
Regulatory Compliance & Disclosures
Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future returns. Satish Jain is an AMFI-registered Mutual Fund Distributor (ARN-12349, EUIN: E037180).