Sundaram Asset Management Company is a 100% owned subsidiary of Sundaram Finance Limited (SFL), one of India's most trusted NBFCs. Sundaram Asset Management Company was established in 1996. It manages funds to meet the different investment preferences of investors.


Sundaram Asset Management Company is true to the Sundaram brand and places the retail saver at its core. Sundaram Asset Management Company expansion is driven by deep commitment to making mutual fund accessible to all. With an office in Dubai, and a subsidiary in Singapore, they have more than 90 branches in India.


Main Highlights:

  • 3.5 Million Customers
  • 25 years of experience in fund management
  • 41,613 crores assets under management


Sundaram Mutual Advantage

  • There are many products in equity, fixed income, and liquid fund spaces that can be tailored to the risk, return, and liquidity preferences of investors.
  • Fund Management is built on a strong research team and robust processes.
  • Innovation in thought leadership - First to raise funds for new themes such as Mid-caps and Capex, Leadership and Rural India.
  • Portfolio Management Services (PMS), and Alternative Investment Funds for High Net Worth Individuals (AIFs) are available through our Sundaram Alternates company
  • Stakeholders can be enriched while still maintaining the highest level of ethics




How to invest in Mutual Fund via 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.



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