What are Mutual Funds ?

A mutual fund is a financial scheme aggregating your resources to invest in diversified assets like bonds, stocks, and money market instruments. Mutual funds are derived for like-minded stakeholders to achieve specific future goals safely. Usually, expert investors manage these funds.

Why Choose CFS for Mutual Funds?

Tailored Financial Advice

With a team of professional and experienced advisors, we aim to deliver tailored advice and guidance, keeping in mind the clients’ investment horizons, risk appetite, and financial goals. We also look after the yearly review of the portfolio and shifting as per market requirements.

Professional Guidance

Our professionals lay bare mutual fund schemes, investment objectives, and updated events in the financial market to positively impact the performance of the scheme.

Trusted Services

Our only aim is to offer our clients customizable mutual funds recommendations that ensure that their future goals are met and fulfilled on time. In case you are unaware of all the procedures that go behind applying for a mutual fund, our advisors are present to do it for you.

Advantages of Investing in Mutual Funds


Mutual funds eliminate risks by diversifying assets in different financial instruments. You can invest in small amounts and reap the benefits of stocks and bonds altogether.


Mutual funds are more liquid than any other financial instrument. You can buy or sell your mutual funds easily and quickly. It allows you to trade mutual funds anytime that you want.


The returns of mutual funds are higher than the majority of financial assets. Mutual funds historically have shared higher returns with stakeholders than FDs, RDs, bonds, and PPFs.


You can invest in mutual funds with minimal amounts. It removes the barrier of lump sum investing and opens the doors for middle-class investors.


SEBI regulates a mutual fund. Therefore, you don't have to fear while investing in mutual funds. The regulations account for a seamless transition and interest protection.

Professional Management

In mutual funds, the assets are managed by expert professionals. They have years of fund managing experience and a proven portfolio.

Ways to Invest in Mutual Funds?

Start SIP

SIP (Systematic Investment Plan) allows you to invest a fixed sum at regular intervals. SIP is one of the most recommended ways to invest in mutual fund schemes because it is convenient, helping you average out the cost of buying units at which you buy them.


When you deposit the entire amount at one go, it is called a lump sum investment. Lumpsum investments are generally done when people have got a big sum of money & is an excellent way of investing in the long-term.

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Client Testimonials

What is it like to work with Core Financial Services

Client Testimonials

What is it like to work with Core Financial Services

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