Our Why

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THINK LONG TERM

I Trained for 9 years to run
9 seconds

– Usain Bolt

Curious about
Mutual Funds ?

WHAT ARE MUTUAL FUNDS?

Mutual funds collect money from several investors to invest in a mix of stocks, bonds, or other financial assets. Managed by professional fund managers; they help grow your money and diversify risk. Mutual funds are regulated by the Securities and Exchange Board of India (SEBI)

WHY SHOULD YOU INVEST IN MUTUAL FUNDS?

– Participation in India’s growth story – mutual funds allow you to gain exposure to the Indian Stock Market.

– Managed by professional fund managers that offer their expertise at a nominal fee

– Risk diversification as the fund invests in a mix of stocks, bonds, or other financial assets.

HOW CAN YOU INVEST IN MUTUAL FUNDS?

It is easy to invest in mutual funds –
– Choose mutual fund schemes that match your goals and risk levels
– Complete an application process with a desired investment amount
– Sit back, monitor and review your investments progress periodically Exchange Board of India (SEBI).

Our Approach

• CLIENT
  ONBOARDING

  CLIENT
  ONBOARDING

  Understanding you – family wealth objectives, priorities, investment horizon, risk profile and liquidity requirements

  Understanding your investments – existing portfolio across FS, Bonds,Debt, Mutual Funds, Direct equity, Alternative Investments, Real estate and others

  Initial portfolio analysis and recommendation

  Setting up individual accounts for each investor or entity

• PORTFOLIO
  CREATION

  PORTFOLIO
  CREATION

  Conduct a thorough analysis of your investment profile to structure an AIF portfolio aligned with your liquidity needs, risk appetite, and investment horizon. Our team identifies the most suitable AIF categories (Category I, II, or III) based on your financial objectives.

  Facilitate the investment process through strnctured capital calls or phased investments, ensuring a balance between optimal entry points
  and liquidity needs

  Design a detailed plan for ongoing portfolio management, with scheduled reviews for reinvestment opportunities, adjustments, and partial withdrawals as per your evolving financial goals.

• PORTFOLIO
  REVIEW

  PORTFOLIO
  REVIEW

  Access all mutual fund investments in real time basis on our digital platform

  Quarterly review and regular monitoring of your portfolio by your assigned investment manager

  Portfolio reports, transaction summary and other required documents accessible on our digital platform monitoring

Frequently Asked Questions

Is money invested in mutual funds safe?

Investing in mutual funds involves some risk, as the value of your investment can fluctuate based on market conditions and the performance of the underlying assets. While mutual funds offer diversification and professional management to help manage risk, they are NOT risk-free.

How much does Parta Capital charge for its services?

As registered mutual fund distributors, we earn commissions from mutual fund houses and do not charge clients directly. We ensure full transparency by disclosing all commissions we receive for different mutual fund schemes and provide all relevant information to help you make informed decisions.

Is money invested in mutual funds safe?

Our framework involves rigorous analysis of –
– Organizational attributes – brand strength, management pedigree, and company values
Investment attributes – quantitative, qualitative metrics, portfolio analysis, and benchmarking.
– Monitoring process – checking for style drift, analyzing performance, and reviewing fund manager strategies and views.

Our Promise

As stewards of your wealth and partners in your journey, we promise to uphold our principles in every decision we make. Together, we will navigate the path to an abundant and fulfilling future, ensuring that the wealth we manage serves not only as a testament to financial success but as a foundation for a life richly lived.

Start your Parta Journey

Got any questions or ideas to share?
Drop us a message below!
Let’s make dreams come true!

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