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- Mutual Funds · AMFI ARN-289110
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
₹100 / month
Equity · Debt · Hybrid · Index
Quarterly
What you get :
Systematic Investment
Invest a fixed amount at fixed intervals (from ₹100). Build behavioral discipline to invest whether headlines are cheerful or terrifying.
Systematic Transfer
Place a lumpsum in a debt fund, and transfer a fixed slice into equity gradually. Perfect for bonuses, inheritances, or property proceeds.
Systematic Withdrawal
Redeem a fixed amount at regular intervals to your bank, while the balance stays invested. Designed to structure stable retirement income.
Lumpsum Investment
One-time investment sensible when both the money and the goal align. Often combined with an STP for larger relative portfolios.
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
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1
Share Your Goals
Define your horizon and risk profile
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2
See Your Options
Full cost and scheme disclosures beforehand
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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:
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.
Step-Up SIP Calculator
See what raising your SIP by a fixed percentage each year, as your income grows, does to the final corpus.
SWP Calculator
Model a monthly withdrawal from a corpus and see how long it lasts at different assumed rates.
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Devmani Traders Private Limited is an AMFI Registered Mutual Fund Distributor & SIF Distributor | ARN-289110 | Current validity: 03.03.2027, and an Authorised Person of Kotak Securities Limited in the Equity, Derivatives & Commodity segments (NSE, BSE & MCX; AP Reg. No. — NSE: AP0291562863, BSE: AP01067301154926, MCX: MCX/AP/162433). Kotak Securities Limited: CIN U99999MH1994PLC134051, SEBI Registration No. INZ000200137 (Member of NSE, BSE, MSE, MCX & NCDEX), AMFI-registered Mutual Fund Distributor (ARN 0164), PMS INP000000258, APMI APRN02879 and Research Analyst INH000000586. NSDL/CDSL: IN-DP-629-2021. We act as a distributor only. We are not a SEBI-registered Investment Adviser and do not provide investment advisory or portfolio management services. We may earn commission from AMCs on schemes distributed; details available on request. Direct plans of the same scheme carry a lower expense ratio as they pay no distributor commission. All content on this page is for general information and education only and does not constitute investment, tax or legal advice, or an offer or solicitation to invest. Calculators and the risk-profile tool are illustrative and educational only.
