Mutual Fund Distribution
Regular plans across 40+ AMCs — equity, debt, hybrid and index schemes shortlisted against your goal, never against a sales target.
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Six distribution services, each described with its limits as well as its benefits. We are AMFI Registered Mutual Fund Distributors — we do not provide investment advisory or portfolio management services.
Our services
Most people arrive with a goal rather than a product in mind. Start anywhere — we work backwards from the goal either way.
Regular plans across 40+ AMCs — equity, debt, hybrid and index schemes shortlisted against your goal, never against a sales target.
Learn moreStart, pause, step up or switch a Systematic Investment Plan. We handle the mandate, the paperwork and the reminders so the habit sticks.
Learn moreELSS funds and other Section 80C options under the old regime, explained with their lock-in and market risk stated up front.
Learn moreA home, a child's education, a wedding, an emergency fund — each goal costed for inflation and given its own portfolio, so nothing competes.
Learn moreBuild a corpus through your earning years, then structure a Systematic Withdrawal Plan for a steady monthly draw once the salary stops.
Learn moreNRE/NRO-route investing for non-residents, including FATCA declarations, repatriation rules and the tax paperwork that comes with them.
Learn moreCommon to every service
Whichever service you use, four things do not change.
Every discussion starts with what can go wrong — drawdowns, lock-ins, exit loads, credit risk — before it gets to what could go right.
You know the trail rate on what you hold, and how a regular plan differs from a direct plan, before you commit a rupee.
Two ARNs, two names, one phone number. You always know exactly who is responsible for your folio.
KYC, mandates, nominations, switches, redemptions and transmission — the unglamorous parts are ours to carry.
Begin the conversation
Tell us the goal and roughly when you need the money. We will tell you which of these actually applies — and which does not.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns, and there is no assurance of capital protection or guaranteed returns.
Credible Investments is the trade name of Amit Agrawal (ARN-119490) and Meenakshi Agrawal (ARN-119982), AMFI Registered Mutual Fund Distributors. We distribute regular plans of mutual fund schemes and receive commission from Asset Management Companies for doing so. We are distributors, not investment advisers, and nothing on this website is investment advice, research or a recommendation to buy or sell.
Registration granted by SEBI and certification from NISM/AMFI in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.