TATA Mutual Fund

TATA Mutual Fund is part of Tata Group, India's largest industrial group and one of India’s most respected. It is known for its strict business ethics. The Group believes in restoring wealth to the society it serves.


Nearly two-thirds (or nearly) of Tata Sons' equity, Tata Sons' promoter company, are held by philanthropic funds. These trusts have established a number of national institutions in the natural sciences and energy, as well as medical care and energy. These trusts provide substantial annual grants and endowments for deserving institutions and individuals in the areas education, healthcare, and social uplift.


Tata Asset Management was established in 1994 and has been in the investment management business for more than 25 years. Tata Asset Management is responsible for managing investments in Tata Mutual Fund.


We are a top Indian Investment Manager and we know that managing wealth is just as important as creating it.


The company provides a variety of investment options for wealth creation and financial planning. It also manages funds across all risk-return ranges. Our fund selections allow investors to choose the right investment option for them, based on their financial goals and life stage. The company offers portfolio management services for high-net worth individuals, as well as advisory services to overseas investors and funds investing here.


Its intellectual capital and robust risk management framework, built on internal controls and balances, are the core strengths of the company. Tata Asset Management is focused on long-term, consistent results. Our goal is to achieve overall excellence within the framework transparent and rigorous risk control.


Assets Managed Assets Managed: Rs. Rs. 62077.92 crore (Mar-31-2021)


There are currently more than 20 Tata mutual funds, including fixed income, equity and hybrid. Their assets under management stood at INR 52.677.67 crore as of 31 December 2019. The fund managers use a value-based investment method to select stocks for the portfolio of Tata mutual funds. They strive to achieve the best asset allocation. Some of the most well-known funds include Tata Gilt Securities Fund and India Tax Savings Fund.




How to invest in Mutual Fund via FinSukh.com?


FinSukh.com has made mutual funds investment extremely easy, even for new investors. One can invest in mutual funds by following the 7 steps below:

  1. Tell us what you’re looking for
  2. We find the best advisor in your area
  3. You connect with the local advisor of your area
  4. Need based Financial Planning & Presentation to identify your financial goals
  5. Pick the right kind of mutual fund depending on your goals and Decide on your investment amount
  6. Documentation (KYC), Verification and Completion of Proposal
  7. Delivery of final documents with support till you reached your goals




KYC Required to Invest in Mutual Fund


Know Your Customer, commonly referred to as KYC, enables banks and financial institutions to verify the identity of their customers. You only need to do this once as a first-time investor. SEBI has prescribed requirements for KYC. An investor has to be KYC compliant while investing in a SEBI registered mutual fund. A KYC form will include identity, address, financial status, occupation, and demographic information.



Why to invest in Mutual Fund with FinSukh.com?

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