Services

Mutual Funds

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. Anybody with an invisible surplus of as little as a few thousand rupees can invest in Mutual Funds. These investors buy units of a particular Mutual Fund scheme that has a defined investment objective and strategy The money thus collected is then invested by the fund manager in different types of securities. These could range from shares to debentures to money market instruments, depending upon the scheme's stated objectives. The income earned through these investments and the capital appreciation realised by the scheme are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

Competent Finman Pvt. Ltd. is also acting as distributors for mutual funds. We are registered with AMFI and distribute mutual funds of all the AMCs all over India. Our clients can invest in any mutual fund scheme of any company through us. Other than investment advisory we also give some additional services such as

  • Doorstep facilities for the collection of all the concerned documents. i.e. we personally meet our customers and get the documentation done.

  • Time to time information of their portfolios.

  • Helping our customers make informed decisions.

IPO (Initial Public Offers)

IPO is the first offer from any corporate to public for the subscription for its shares.

Our clients can subscribe for IPO through us. We receive IPO applications from our customers at our office only. For this we are associated with DSPML, Enam Securities Pvt. Ltd. and  Intensive Fiscal Services Pvt. Ltd.

Deposit Mobilization:

The Competent Finman Pvt. Ltd. is also authorized agent for the mobilization of deposits of HDFC Ltd. The company is making every efforts to become authorized agents of other financial institutions for mobilization of the funds which is in pipeline. The investors can deposit their Fixed Deposits to these companies through us.

About IPOs you will find all the information about up coming IPOs on our site.