Mutual Funds

At GarudaMudra Resources we think mutual funds can be the easiest way to build long-term wealth… provided they’re managed with discipline and transparency. Our CA verified onboarding, SIP automation and tax-ready reporting means you invest low cost without the hassle of execution. You focus on what you’re trying to accomplish; we’ll handle the day-to-day, operational and compliance aspects of investing.

Why Garuda Mudra for Mutual Funds is the best?

Unlike legacy distributors, we cater only direct plans and charge 0% commission for all investments resulting in higher returns to you. Our approach is fully client-centric:

1. Direct Plan First – we recommend Direct mutual funds without commission from distributors.
2. Goal-focussed Portfolios –tactic SIPs, regular rebalancing and baking the allocation with your goals.
3. Family View Dashboard – corral stray folio under one login for a cohesive view.
4. Tax Hygienes & Compliance – AIS/26AS tie-outs, capital-gains working and proof packs are ready for filing season.
5. Our team works hard to invest your money wisely, and also to track and report it so it makes tax time a breeze.

What We Do

We make onboarding and ongoing maintenance easy — unprecedentedly so.

KYC & Onboarding

We take care of PAN/Aadhaar/KRA checks, nominee capture and family folio mapping to ensure that you begin smoothly.

Product Curation

We recommend the correct mix of Equity, Hybrid and Debt or Index funds based on your risk profile, time horizon, and liquidity requirements.

Execution

Be it SIP, Lumpsum, STP/SWP – we do the mandate setup, folio or demat-mode holding anything that you prefer.

Portfolio Hygiene

We consolidate various folios, update bank/nominee information, audit SIPs and advise on a step-up schedule in line with your rising income.

Reporting & Reviews

4 Times A Year check-ins provide performance context and rebalancing actions, keeping your portfolio in line with your goals.

How It Works

We operate through a straightforward and transparent four-step process:

Discovery

Risk profiling, objectives and timeframes.

Plan

Determine the category mix, amount allocated for each goal and rebalancing policy.

Execute

Paper less transactions, SIP form and Schedule, Mandate registration andconfirmation.

Monitor

Notifications of fund changes, quarterly reports, tax packs and ongoing portfolio reviews.

That structured process will eliminate the guesswork and you’ll never be left wondering where you’re at.

Eligibility & Documents Required

We cater for both Resident Investors and NRI:

1. Photo, release specimen signature) Residents: PAN aadhaar, photograph, bank proof (cancelled cheque & (signature application)
2. NRIs: Passport, visa, OCI/PIO (if any), FATCA/CRS declarations and bank proofs.

We make sure you can complete your KYC online without visiting nearly to company’s multiple times and filling lengthy forms.

Key Benefits for You

1. High Returns, Low Costs – direct plan implies no distributor commission that is hidden.
2. Professional Curation – investments selected on quality, not quantity.
3. ITS – CGT, AIS match, proof packs.
4. One Dashboard for Family –view all folios at a glance.
5. Automatic Rebalancing – stay on target without lifting a finger.
6. No Paper – onboarding, transactions and reporting 100% digital.

Who Can Invest?

1. New SIPpers who are salaried employees.
2. Self-employed workers or entrepreneurs seeking to build wealth in the long term.
3. Parents investing for children’s education or marriage Parents were usually the source of new investments.
4. NRIs who wish to retain or enhance their investments in India.
5. Retirees seeking systematic withdrawal plans.

This works if you are new to investing and want to add a little help along the way as well as for anyone with a lot of money who just wants a cleaner, more tax-efficient and better-organized portfolio.

Safety & Compliance

All transactions are done through SEBI-regulated intermediaries with PAN/Aadhaar verified. Funds are safe with your bank and nothing moves without your say so. You are the account holder with AMC or in your demat; we do not have any access to withdraw/pledge/subscription of units.

Ready to Start?

Be it for child’s education, your dream home or retirement planning, you can Build great goal based mutual fund portfolio with very low cost, high transparency and fully tax complaint using Garuda Mudra.

Schedule your FREE discovery call now! We will help you carry out your SIPs or lump sum investments in the most hassle-free way easy for you.