How it works

• You pledge your mutual fund units as collateral. 

• The lender gives you a loan up to 50-85% of your mutual funds' current value

• You get quick funds without redeeming your investments.

• Your mutual fund units remain invested, so you still earn dividends or capital gains.

• After repaying the loan, your pledged units are released. 

Advantages of loan against mutual funds

1. Quick liquidity without selling investments.

2. Lower interest rates than unsecured loans because it’s secured.

3. Your investment stays intact, so you keep benefiting from market growth. 

4. Useful for emergencies or important expenses. 

5. Flexible repayment options. 

6. Easy process with minimal paperwork.

This can be a good option if you need funds but don’t want to miss out on investment gains. 

How to Apply

1. Verify eligibility of your mutual fund units.

2. Select a financial institution or bank offering loans against mutual funds.

3. Pledge your units by creating a lien or pledge.

4. Submit necessary KYC and documents online.

5. Get loan approval and funds disbursed to your account.

6. Repay as per agreed terms to release your pledged units.  

Ready to unlock the value of your investments? 

Contact us today or apply online... 

Stop redemption & retain your AUM

Click on the below link or button to apply....