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Trusted Mutual Fund Distributor
Mohta Finserv helps individuals and businesses access Mutual Funds, Equity investments and Insurance products. Explore suitable investment options based on your financial goals, risk profile and investment horizon.
About Us
Mohta Finserv provides information and transaction support for Mutual Fund products. Our team combines experience in financial services and technology to offer transparent processes and a smooth service experience.
We focus on presenting clear product-related information and helping individuals and families access relevant documents, digital tools, and transaction-related support. Clients are encouraged to review scheme-related documents, assess their own requirements, and understand the associated risks before making any investment decision.
At Mohta Finserv, we value informed decision-making, disciplined investing, and ethical practices. Through technology-enabled systems and responsive support, we aim to make the mutual fund journey simpler and more accessible.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.
Years of Experience
Active Clients
Team Members
Client Retention Rate
Why Mutual Funds
Mutual funds offer access to professionally managed market-linked schemes across different asset classes. They may support long-term investing, subject to market conditions and scheme-specific risks.
A simple way to begin investing
Start with an amount that fits your needs and explore schemes across asset classes.
Mutual fund schemes may invest across multiple securities or asset classes, depending on their stated investment objective. This can help spread exposure; it does not eliminate risk.
Each mutual fund scheme is managed by its designated fund manager in accordance with the Scheme Information Document and stated investment objective.
Many open-ended mutual fund schemes allow purchase and redemption on business days, subject to applicable terms, cut-off timings, exit loads, and market conditions.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.
Our Services
Mutual funds pool money from multiple investors and invest it in securities such as equity shares, bonds, and money-market instruments, in accordance with the scheme’s stated investment objective. Each scheme has its own risk level, investment approach, costs, and terms.
They offer a convenient way to access a range of market-linked schemes. Before investing, please review the Scheme Information Document, Key Information Memorandum, and other applicable documents carefully.
Equity represents ownership in a company. The value of equity shares can rise or fall based on market conditions, company performance, economic factors, and other market-related developments.
Equity-related products carry market risk and may not be appropriate for every investor. Please review all applicable documents and terms before making an investment decision.
Insurance products can help address specified financial losses or expenses arising from covered events, subject to policy terms, conditions, exclusions, waiting periods, and applicable limits.
Please read the policy wording, benefit illustration, and all related documents carefully before purchasing any insurance product.
Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals. Portfolio Management Services involve professionals making investment decisions on your behalf, aiming to deliver optimal returns.
Specialized Investment Funds are market-linked products offered under the mutual fund framework. They may follow defined investment strategies and can invest in permitted securities and instruments as described in the relevant product documents.
These products can involve higher complexity and market risk. Please read the Investment Strategy Information Document, Key Information Memorandum, and other applicable documents carefully before investing.
DIY vs Distributor Route
Mutual fund investors can invest directly with a fund house or invest through a Mutual Fund Distributor. Both routes involve market-linked schemes and require investors to review the relevant scheme documents before investing.
A Mutual Fund Distributor can provide product-related information, help with transaction processes, and assist with service requests. Investors should read all scheme-related documents and make their own investment decisions.
Option 1
Direct Plan
Option 2
Regular Plan through an MFD
Direct Plan
Invest directly with the fund house
Regular Plan
Access transaction-related support through an MFD
Direct Plan
Review scheme information independently
Regular Plan
Receive assistance in accessing scheme-related documents and product information
Direct Plan
Complete service requests directly with the fund house
Regular Plan
Get support for transaction forms and service-related requests
Direct Plan
Track account information through fund-house platforms
Regular Plan
Receive assistance with account and transaction status information
Direct Plan
Applicable costs are stated in scheme documents
Regular Plan
Applicable costs, including distribution-related costs where applicable, are stated in scheme documents
Both routes involve market-linked mutual fund schemes. Review the scheme documents, terms, costs, and applicable disclosures before making an investment decision.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.
ILLUSTRATIVE COMPARISON
Compare how the same monthly amount may perform across different asset classes using illustrative assumptions. Actual outcomes can vary based on market conditions, interest rates, product terms, costs, taxation, and the timing of investments.
at 3% simple return
at 6% compounded return
at 9% compounded return
at 14% compounded return
Actual outcomes may differ due to changes in interest rates, market conditions, product terms, costs, taxation, and the timing of investments. Returns from mutual funds and gold are not assured.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.
Review mutual fund categories and their historical performance data. Past performance does not indicate future performance.
Top performers
Showing historical 5-year return data for selected schemes in this category.
No fund data available for this category.
Want to see more funds, filters, and detailed analytics?
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in the future.
CALCULATOR TOOLS
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Client Experiences
The documentation and transaction process was explained clearly. The overall experience was smooth and well organised.
I received timely updates on my service request. The team was responsive and made the process easy to understand.
My questions regarding documents and transactions were addressed promptly. The experience was straightforward.
The team provided helpful support for completing the required formalities. Communication was clear throughout.
Our team brings experience across mutual fund distribution, operations, technology, and client service to support a clear and efficient experience.
Founder & CEO
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FAQs
The platform may provide information and transaction-related access for mutual fund products and other products, where applicable. Product availability, terms, and eligibility may vary.
A mutual fund pools money from multiple investors and invests it in securities such as equity shares, debt instruments, or a combination of these, according to the scheme’s stated investment objective.
Mutual funds are available across categories such as equity, debt, hybrid, index, and liquid funds. Each category has its own investment objective, risk level, costs, and terms.
Review the Scheme Information Document, Key Information Memorandum, Statement of Additional Information, and other applicable documents before making an investment decision.
You can complete the required process through the available platform or contact Mohta Finserv for transaction-related support. KYC and other applicable requirements may apply.
Market Insights
How Mutual Funds Support Goal-Based Investing
How Mutual Funds Support Goal-Based Investing
Understanding Risk and Return in Financial Investments
Understanding Risk and Return in Financial Investments
The Importance of Financial Planning for Long-Term Stability
The Importance of Financial Planning for Long-Term Stability
News
