01 / INVEST
Mutual funds
Explore professionally managed schemes with different objectives and risks, including investing through SIPs.
A more personal way to begin
For the life you’re building.
Every goal has a story. Let’s start with yours and explore mutual fund investing, one clear step at a time.
Start a conversation ↗Try the calculator ↓✦ Plan for tomorrow✦ Understand mutual funds✦ Explore SIPs✦ Start a conversation
A little clarity goes a long way
Give your goals a starting point.
Try an illustration, learn the basics and bring your questions to a conversation. Your goals and comfort with risk matter.
Discuss your goals ↗Try an illustration
SIP calculator
Type your own values below to see how regular contributions might accumulate over time.
Type or paste values. Amount: ₹0–₹1 crore; period: 1–50 whole years; assumed return: 0–30% per year.
Illustrative future value₹9,14,730Total contributions: ₹6,00,000
Illustration only, assuming contributions at the beginning of each month, monthly compounding and a constant assumed return. Returns vary and are not guaranteed; inflation, fees and taxes are excluded. This is not a forecast.
Explore your options
Solutions for different needs.
Talk to Vasudha about the options you are interested in. Availability, eligibility and the role of the relevant provider vary by product.
02 / INVEST
Portfolio management services
Explore portfolio management services offered by a registered portfolio manager, subject to applicable eligibility and terms.
03 / BORROW
Loan against mutual funds
Explore a secured loan against eligible holdings. Lending is subject to the lender’s approval, terms, charges and risks.
04 / PROTECT
Insurance
Discuss your insurance needs with Vasudha. Available products and the relevant authorised provider or intermediary can be confirmed during your enquiry.
Vasudha Knowledge Centre
Learn before you decide.
Explore short introductions and trusted resources at your own pace.
01 / BASICS
What is a mutual fund?
A mutual fund pools money from investors and invests according to a scheme’s objective. Each scheme carries different risks.
02 / SIP
A regular investing method
An SIP lets you invest a selected amount at intervals. It does not guarantee profits or protect against losses.
03 / GOALS
Questions to consider
What is your goal? When might you need the money? How comfortable are you with changes in value?
Trusted learning resources
Go deeper with AMFI.
AMFI is the Association of Mutual Funds in India. These links open AMFI’s external investor education resources.
Mutual fund investing
Learn how mutual funds work and ways to invest.
Explore AMFI resources ↗Investor services
Read about investor services and common investment concepts.
View investor information ↗Your next step
From a question to a conversation.
Explore
Use an illustration and learn the basics.
Connect
Tell us what matters and ask your questions.
Get started
When you are ready, complete account opening and KYC directly on the external provider’s website. Open an account ↗
Existing clients
Your account, one click away.
Choose the account you use. Each link opens an external provider’s website in a new tab.
E-Wealth account
Access your E-Wealth account.
Open E-Wealth ↗Client Desk
Access Client Desk 2.0.
Open Client Desk ↗Not sure which account to use? Ask Vasudha on WhatsApp ↗. Enter your credentials only on the external provider’s website.
Client experiences
Stories from our community.
We look forward to sharing real client experiences here.
Client testimonials will be added after their wording and permission to publish have been confirmed.
Investor resources
Helpful next steps.
Getting started & KYC
Learn about account opening and KYC questions through our service provider, or contact Vasudha for assistance.
Account information ↗Explore more tools
Explore goal and financial planning tools offered by our service provider.
Tools and calculators ↗Help and support
Contact Vasudha for help or review the external provider’s customer support and grievance information.
Provider customer support ↗Your questions, answered
Start with the basics.
What happens after I contact Vasudha?
We will discuss your questions and, when you are ready, help you begin account opening. You complete registration and KYC directly on the external provider’s platform, subject to its requirements.
What is a mutual fund?
A mutual fund pools money from investors and invests it according to a scheme’s objective. Risks differ by scheme.
Does an SIP guarantee returns?
No. An SIP is a way to invest regularly. Investment values can rise or fall, and returns are not guaranteed.
How do existing clients access their account?
Choose your account in the Client Login section below. You will sign in directly on the external provider’s website. Contact Vasudha if you are unsure which option to use.
See client login options ↓Connect with Vasudha
Let’s talk about your goals.
Contact us by WhatsApp or email with your name, mobile number, email address and enquiry. Use the account-opening link in the Get started section when you are ready.
Message on WhatsApp
Send us a message to start a conversation.
+91 94286 28808 ↗Give us a call
Prefer to speak? Call us directly.
+91 94286 28808 ↗Send us an email
Write to us with your questions.
nehal.trivedi@vasudhainvestment.com ↗For account access, visit the client login section. Please enter PAN, date of birth, bank details and identity documents directly on the external provider’s platform. Never send passwords or OTPs by message or email.