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Mutual Funds

Mutual Fund Investment Services in Bangalore, India

Expert Advice, Personalized Plans

Grow Your Wealth with Smart Mutual Fund Strategies

At Jogimutt Enterprises LLP, we simplify mutual fund investing for you. Whether you're just starting your investment journey or looking to diversify your existing portfolio, our expert-driven mutual fund services help you make informed, confident decisions.

With access to a wide range of top-performing mutual fund schemes across equity, debt, hybrid, and sectoral categories, we tailor solutions that align perfectly with your goals, risk appetite, and investment horizon.

Why Invest in Mutual Funds?

Mutual funds have become one of the most popular investment options in India—and for good reason. They offer:

Professional Fund Management

Experts manage your money with data-driven strategies.

Diversification

Spread your risk across different asset classes, sectors, and geographies.

Flexible Investment Options

Choose from SIPs (Systematic Investment Plans), lump-sum, or hybrid strategies.

Tax Benefits

ELSS mutual funds offer tax deductions under Section 80C.

Our Mutual Fund Services Are Designed to Deliver Results

Goal-Based Investments

financial goals—be it children’s education, retirement planning, buying a home, or wealth creation. Then, we craft a custom mutual fund plan that aligns with your needs and timeline.

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Risk Assessment & Personalized Fund Selection

Everyone’s risk tolerance is different. Our experts conduct a comprehensive risk profiling to recommend mutual funds that match your comfort level—be it low-risk debt funds or high-growth equity schemes.

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Diversified Portfolio Management

Our team ensures that your portfolio is well-balanced and diversified across asset classes, fund houses, and geographies to manage risk and maximize potential returns.

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SIP Planning & Wealth Accumulation

Want to build wealth steadily over time? We help you set up Systematic Investment Plans (SIPs) for consistent, disciplined investing—even starting with as low as ₹500/month.

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Tax-Efficient Investment Strategies

We provide strategies that optimize your returns while reducing your tax liability, including ELSS funds and capital gains tax solutions.

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What Sets Us Apart?

Diversification
Professional Management

Liquidity
Tax Efficiency

Flexibility
Compounding Growth

Get Started with Mutual Funds in 3 Simple Steps

1. Schedule a Free Consultation – Talk to our certified mutual fund advisor

2. Get a Customized Investment Plan – Based on your goals and risk profile

3. Start Investing with Confidence – Monitor and grow your wealth with expert support

What Our Customers Think

"Prashanth Jogimutt’s mutual fund services have truly transformed the way I invest. As a Senior Manager at Infosys, I needed a dependable mutual fund consultant who could align my portfolio with my career growth and future responsibilities. Prashanth’s SIP recommendations and periodic portfolio reviews have helped me build wealth consistently, even during market volatility. His personal attention and deep market insights are why I’ve continued with him for over 6 years"

Arjun Mehta

"Senior Manager, Infosys, Kochi"

"Working as a Consultant Cardiologist, I had very little time to actively manage my investments. Prashanth stepped in with mutual fund solutions that are tax-efficient, growth-focused, and easy to manage. His SIP and STP strategies have created a well-diversified portfolio, and his proactive updates give me peace of mind despite my busy schedule. I highly recommend his mutual fund services to doctors and other professionals alike"

Dr. Neha Sood

"Consultant Cardiologist, Manipal Hospitals, Bangalore"

Ready to Grow Your Wealth with Mutual Funds?

FAQs on Mutual Fund Investments

Mutual Funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities, managed by professional fund managers.

Mutual Funds are investment vehicles that pool money from various investors to invest in securities like stocks, bonds, and other assets.

Investors pool their money together. Fund managers allocate this capital across various securities to achieve growth, income, or both. Returns are distributed among investors proportionally.

  • Equity Funds
  • Debt Funds
  • Hybrid Funds
  • Sector-specific Funds are customized to align with your financial goals and risk tolerance.

Consider your risk tolerance, investment horizon, and financial goals. Jogimutt provides expert advice and analysis to help you select and review suitable funds.

  • Market Risk
  • Interest Rate Risk
  • Credit Risk
  • Liquidity Risk Jogimutt mitigates these risks through diversification and active fund management
  • Consultation
  • Fund Selection
  • Account Setup
  • Ongoing Support

Minimum investments vary, but SIPs can start from as little as ₹ 1,000 per month.

Yes. Jogimutt provides secure online portals for real-time updates, portfolio monitoring, and transactions.

  • ELSS offers deductions under Section 80C.
  • LTCG: 12.5% after ₹1.25 lakh gains
  • STCG: 20% for equity funds
  • Debt funds have different tax rules. Jogimutt offers tax-efficient fund selection strategies.

Redemptions can be done online or with our assistance. Equity funds take 2-3 working days; liquid funds take 1 working day.

Yes, they are regulated by SEBI and offer different levels of risk to suit every investor. Mutual Funds offer diversification, professional management, and accessibility to various asset classes, making them an efficient investment option for a broad range of investors.

Jogimutt tailors Mutual Fund portfolios based on individual financial goals, risk tolerance, and investment preferences. This customization ensures alignment with unique objectives.

Mutual Funds carry market risks, and the value of the fund can fluctuate. Jogimutt specializes in risk assessment and mitigation to guide investors in selecting suitable funds.

Yes, Jogimutt designs Mutual Fund strategies considering tax regulations, providing opportunities for tax efficiency while pursuing your financial goals.

Regular reviews are essential. Jogimutt recommends periodic evaluations to ensure your Mutual Fund portfolio aligns with your changing financial circumstances and goals.

Jogimutt provides a range of Mutual Funds, including equity, debt, and hybrid funds, catering to diverse risk appetites and investment preferences.

Yes, Mutual Funds offer liquidity. Jogimutt ensures a seamless redemption process, providing flexibility for investors to access their funds as needed.

Jogimutt employs a strategic approach, guiding clients through market fluctuations, providing insights, and making necessary adjustments to optimize performance.

Jogimutt is transparent about fees, which typically include management fees and expenses. We provide clear information on costs to ensure informed investment decisions. Refer Brokerage structure link at the bottom of the page.

A SIP is a regular investment method where a fixed amount is invested monthly. It helps with rupee cost averaging and wealth creation through compounding.

SIPs encourage disciplined investing, reduce market timing risks, and are affordable.

Yes, within the same fund family. Note that switching is treated as redemption and may incur capital gains tax.

  • Expense Ratio
  • Exit Load (if applicable) All fees are disclosed upfront to ensure transparency.

Yes. We support NRIs with compliance, documentation, and account linkage for easy investment.

Yes. Jogimutt is a compliant and experienced distributor. Investments are held securely with SEBI-registered AMCs.

No. While there are no guarantees, professional fund management and diversification increase the potential for long-term growth.

  • PAN Card
  • Aadhaar
  • Bank proof
  • Photograph
  • KYC completion (we assist if needed)
  • Signature on white sheet to be uploaded for UCC (Unique Client Code) creation with BSE / NSE

Yes. We offer complete online investing, from KYC to portfolio tracking and redemption.

We offer quarterly reviews, performance reports, and rebalancing suggestions to keep your goals on track.

Yes. We recommend liquid or short-duration debt funds for goals under 3 years.

We monitor performance and suggest switches if funds consistently underperform or lose alignment with your goals.

Yes, SIPs can be paused or stopped anytime without penalties. We recommend discussing this with us before making changes.

  • Direct Plans: Lower fees, no advisory support.
  • Regular Plans (Jogimutt): Include expert advice, monitoring, and ongoing support.
  • 20+ years’ experience
  • Personalized strategies
  • Transparent communication
  • Dedicated support team
  • Online & offline services
  • Global NRI assistance
  • Timely updates and insights

Yes, most open-ended mutual funds offer flexible withdrawal options.

Start Your Journey with a Free Review of Your Current Financial Profile