Smart Investing. Simplified.

Mutual Funds at
Finance Matrix

Finance Matrix helps you turn market opportunities into tailored mutual fund investments, with expert guidance across all options in India.

What Are Mutual Funds?

At Finance Matrix, we understand the importance of protecting your health and securing your loved ones’ future. Our expert team offers personalized health and life insurance plans tailored to your specific needs. Safeguard yourself and your family from unexpected medical expenses with our health insurance options, while ensuring their financial well-being with our life insurance.

Why Choose Mutual Funds with Finance Matrix?

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Diverse Opportunities

With 2,500+ equity, debt, hybrid, and thematic schemes, Finance Matrix finds the best-fit fund for your goals.

Expert-Led Investing

Let expert fund managers & our advisory team guide you, backed by research, analytics, & market insight.

Flexibility for All Goals

For growth, tax savings, short-term parking, or income, we find the right fund, on time.

Invest on Your Terms

Start small with SIPs or go big with lump sums, enjoy full control, minus the complexity.

Liquidity When You Need It

Most mutual funds let you access your money quickly, without long lock-in periods.

Compound Interest Calculator

See the power of compounding in action. Our calculator helps you visualize how small investments grow into significant wealth over time.

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Explore Our Range of Mutual Funds

Equity Funds – High-growth potential with higher short-term risk. Invest across large-cap, mid-cap, small-cap, or diversified equity funds. You can also save on taxes with ELSS (Equity-Linked Saving Schemes) under Section 80C.

Debt Funds – Prefer stability? These funds invest in government securities, corporate bonds, and money market instruments, offering relatively lower risk and predictable returns.

Hybrid Funds – Get the best of both worlds with equity + debt allocations. Ideal for those seeking balanced growth with reduced volatility.

Sectoral & Thematic Funds – Invest in focused themes, like technology, healthcare, ESG, or infrastructure, if you believe in the long-term growth of a specific sector.

Who Should Invest in Mutual Funds?

Mutual funds aren’t one-size-fits-all. That’s why we personalize them based on who you are and what you want to achieve.

New Investors – Get started without needing to understand the nitty-gritty of markets. Let Finance Matrix handhold you with simple, guided fund selections.

Long-Term Planners – Dreaming of retirement, your child’s education, or financial freedom? Equity-oriented mutual funds can help you build wealth over time.

Risk-Averse Savers – Looking for safety and stability? Our selection of debt and hybrid funds is designed to protect capital while generating steady returns.

Short-Term Investors – Need a parking spot for surplus funds? Choose ultra-short-term or low-duration funds to maintain liquidity with minimal risk.

Why Finance Matrix?

With Finance Matrix, you’re not just investing in mutual funds, you’re investing with confidence.

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Timely Insights and Expert Advice

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Transparent Tracking & Performance Updates

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Personalized Fund Recommendations

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Ongoing Portfolio Reviews

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A Seamless Digital Platform for Transactions

Start Your Mutual Fund Journey

With Finance Matrix, you have access to India’s top-performing funds and unbiased advice, backed by research, experience, and integrity.

Address

No. 150, 19th Main Road 2nd Block, Rajajinagar Bengaluru, Karnataka 560010

Phone Number

Business Hours

Mon – Sat : 9:30 AM – 7:30 PM
Sun: Closed