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Mutual Fund Distribution in Mumbai

SIP, STP and SWP options across equity, debt and hybrid schemes from leading AMCs, matched to your risk profile and reviewed on a schedule, not left on autopilot.

No forms to fill in advance. A relationship manager calls you back, usually within one working day.

Mutual funds at a glance

MINIMUM SIP
₹100 / month
CATEGORIES
Equity · Debt · Hybrid · Index
REVIEW CYCLE
Quarterly
Minimum SIP

₹100 / month

Categories

Equity · Debt · Hybrid · Index

Review Cycle

Quarterly

What you get :

As an AMFI-registered Mutual Fund Distributor (ARN-289110), we offer mutual fund schemes from leading Asset Management Companies: equity funds, debt funds, hybrid funds, index funds and ETFs, along with SIP, STP and SWP facilities. Because we work across AMCs, you compare between fund houses instead of being limited to one.

In practice, that means a conversation about your goal, horizon and comfort with risk; a shortlist of schemes that match it, explained in plain language; costs disclosed before any money moves; and a relationship manager who reviews the portfolio with you on a calendar. You decide, we execute.

A mutual fund pools money from many investors and invests it, in shares, bonds or both, under a professional fund manager, within rules set by SEBI. You own units of the scheme, and their worth moves with the fund’s NAV (net asset value), declared every business day. Your investments sit directly with the AMC and its registrar in your own name; we never hold your money. Devmani Traders facilitates the transaction and provides ongoing distribution support.

A fixed amount invested into a scheme at a fixed interval, usually monthly, starting from as little as ₹100. Because the amount is constant, you automatically buy more units when markets are down and fewer when they are up. The real power, though, is behavioural: investing happens on schedule whether the headlines are cheerful or terrifying.

You place a lumpsum in one scheme, typically a debt or liquid fund, and a fixed slice moves into another, typically equity, at regular intervals. It is how a bonus, an inheritance or the proceeds of a property sale enter the market gradually instead of on one arbitrary Tuesday.

The mirror image of a SIP: a fixed amount is redeemed from your corpus at a fixed interval and credited to your bank account, while the balance stays invested. It is how many retirees structure a monthly income from their funds. Model a withdrawal plan →

A one-time investment, sensible when the money and the goal both allow it, and often paired with an STP when the amount is large relative to your existing portfolio.

You invest in regular plans, and the expense ratio you pay is the same as through any regular-plan channel. We receive commission from the AMC, which we disclose on request. There is no separate fee charged to you.

In the interest of plain speaking: a direct plan of the same scheme carries a lower expense ratio, because it pays no distributor. What a regular plan through us buys you is a person, someone who helps you compare across AMCs, keeps the paperwork straight, reviews the portfolio on schedule, and answers the phone in a falling market. We think that is worth naming honestly, and letting you decide.

For KYC you’ll need your PAN, Aadhaar or another officially valid address proof, a photograph, and a cancelled cheque or bank statement. If your KYC is already verified with a KRA (KYC Registration Agency), you can usually begin with just your PAN and bank details. Your relationship manager handles the paperwork end to end.

From there it is three steps: share your goals, see your options with costs disclosed, and invest, with regular statements and scheduled reviews afterwards.

Your portfolio is reviewed with you on a scheduled cycle, quarterly, on the calendar, whether markets are calm or falling. We walk you through what changed, what it means for your goals, and any rebalancing options. You decide, we execute. Not sure what your risk appetite is? Take the 3-minute risk profile check before we speak.

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

SIP

Systematic Investment

Invest a fixed amount at fixed intervals (from ₹100). Build behavioral discipline to invest whether headlines are cheerful or terrifying.

STP

Systematic Transfer

Place a lumpsum in a debt fund, and transfer a fixed slice into equity gradually. Perfect for bonuses, inheritances, or property proceeds.

SWP

Systematic Withdrawal

Redeem a fixed amount at regular intervals to your bank, while the balance stays invested. Designed to structure stable retirement income.

L

Lumpsum Investment

One-time investment sensible when both the money and the goal align. Often combined with an STP for larger relative portfolios.

Our Value Proposition

Plain Speaking: Direct vs Regular Plans

A direct plan of the same scheme carries a lower expense ratio because it pays no distributor.

What a regular plan through us buys you:

  • A dedicated person to help you compare across AMCs
  • Flawless handling of end-to-end paperwork
  • Structured, on-schedule portfolio reviews
  • A reassuring voice to answer the phone in a falling market

We think that human touch and active management is worth naming honestly, and letting you decide. We receive commissions directly from the AMC, disclosed transparently on request.

Your 3-Step Journey

  1. 1

    Share Your Goals

    Define your horizon and risk profile

  2. 2

    See Your Options

    Full cost and scheme disclosures beforehand

  3. 3

    Invest & Review

    Scheduled calendar updates and rebalancing

Hassle-Free KYC Setup

If your KYC is already verified with a KRA, you can start instantly with just your PAN & Bank Details. Otherwise, keep these ready:

PAN Card
Aadhaar / OVD
Photograph
Cancelled Cheque
Plan It

Put Numbers to Your Plan

Goal SIP Calculator

Start from the destination, a target amount and a date, and see the monthly SIP that gets you there.

Open the calculator →

Step-Up SIP Calculator

See what raising your SIP by a fixed percentage each year, as your income grows, does to the final corpus.

Open the calculator →

SWP Calculator

Model a monthly withdrawal from a corpus and see how long it lasts at different assumed rates.

Open the calculator →
Prefer to start with your risk appetite?

FAQs

Common questions.

You invest in regular plans, and the expense ratio you pay is the same as through any
regular-plan channel. We receive commission from the AMC, which we disclose on request.
There is no separate fee charged to you.

Ready to start, or just have questions?

No forms to fill in advance. A relationship manager will call you back, usually within one working day.