HOW WE OPERATE

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At GRACE FINSERV, we seamlessly integrate expert financial planning with strategic mutual fund distribution to offer you a comprehensive approach to wealth management. Our process is designed to ensure that every aspect of your financial life is thoughtfully managed and aligned with your financial goals.

Our financial planning begins with a thorough evaluation of your current situation and future objectives. We craft a customized plan that addresses your unique needs, covering everything from budgeting and retirement planning to estate management.

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Simultaneously, our mutual fund distribution services focus on selecting and managing investments that fit your financial strategy. We use rigorous analysis to choose funds that align with your goals and risk profile, ensuring your investments work in harmony with your overall plan.

We are committed to work ethically, maintaining transparency and communication and providing regular updates. You’ll receive detailed reports on both your financial plan and mutual fund performance, keeping you informed and confident in your financial journey.

Understanding our approach allows you to see how we combine these services to deliver tailored solutions that support your financial success. We are here to guide you every step of the way, offering expertise and personalized care to help you achieve your financial aspirations.

At GRACE FINSERV, we use Mutual Fund Utilities (MF Utilities) which is a centralized platform designed by AMFI (Association of Mutual Funds in India) to streamline the process of investing in mutual funds. It simplifies transactions, provides transparency, and enhances efficiency for mutual fund investors.

In Mutual Fund Utilities (MFU), investment is made by registering and obtaining a Common Account Number (CAN). It is a unique account number assigned to every investor that simplifies the transactions, management and tracking of the investors’ mutual fund investments across various mutual fund houses.

We, at Grace Finserv, will be guiding you at every step and make sure we are at par.

Here’s a step-by-step guide on how we invest through MFU:

Details and Documents required

  • Soft - copy of Self - Attested PAN CARD of investor & nominee.
  • Soft - copy of Self - Attested AADHAAR CARD of investor & nominee.
  • Soft - copy of Cancelled Cheque / Bank Statement / Passbook of Bank account to be used for investment.
  • E-mail ID and contact number of investor & nominee
  • Passport size photo of investor.
  • Source of income of investor.
  • Occupation.
  • Politically exposed or not?
  • City and country of birth.
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POINTS TO NOTE

  1. We will guide you at every step, beginning from registration, till you are investment ready and throughout your investment journey.
  2. Ensure that the bank account has sufficient balance for the debits.
  3. Double-check all the details before approving to avoid delays in processing.
  4. Each and every step requires approval of the investor.
  5. Any transaction can be done only on approval of the investor, via the link sent on email id and SMS to the investor.
  6. Investment proceeds will be directly transferred from the investors registered bank account into the mutual funds selected and vice versa in case of redemption.
  7. No investor will have to transfer the amount to our bank account.
  8. We ensure total transparency, trust, communication and secrecy.
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