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Mutual Funds Advisory & Distribution

We help you navigate mutual funds with clarity and confidence.

We help you navigate mutual funds with clarity and confidence.

Our advisory approach focuses on building portfolios aligned to your goals, risk appetite, and investment horizon.

Our advisory approach focuses on building portfolios aligned to your goals, risk appetite, and investment horizon.

WHY CHOOSE OUR MUTUAL FUND ADVISORY

WHY CHOOSE OUR MUTUAL FUND ADVISORY

We help you navigate mutual funds with clarity and confidence.

Our advisory approach focuses on building portfolios aligned to your goals, risk appetite, and investment horizon.

Goal-Aligned Investing

Portfolios tailored to your financial objectives.

Goal-Aligned Investing

Portfolios tailored to your financial objectives.

Goal-Aligned Investing

Portfolios tailored to your financial objectives.

Wide Investment Universe

Access across asset classes, themes, and geographies.

Wide Investment Universe

Access across asset classes, themes, and geographies.

Wide Investment Universe

Access across asset classes, themes, and geographies.

Disciplined Portfolio Construction

Research-driven fund selection and allocation.

Disciplined Portfolio Construction

Research-driven fund selection and allocation.

Disciplined Portfolio Construction

Research-driven fund selection and allocation.

Continuous Monitoring & Rebalancing

Regular reviews keep your portfolio aligned to goals.

Continuous Monitoring & Rebalancing

Regular reviews keep your portfolio aligned to goals.

Continuous Monitoring & Rebalancing

Regular reviews keep your portfolio aligned to goals.

Digital Convenience & Transparency

Real-time tracking and reporting through our portal and app.

Digital Convenience & Transparency

Real-time tracking and reporting through our portal and app.

Digital Convenience & Transparency

Real-time tracking and reporting through our portal and app.

OFFERINGS

Invest With Us

Every category of mutual fund, in one place

Equity Funds

Long-term growth through diversified equity exposure.

Debt Funds

Hybrid Funds

International Funds

Specialised Investment Funds (SIFs)

GIFT City Funds

Our Approach

Our Approach

STEP 1

Evaluate your goals, risk appetite, and investment horizon.

STEP 2

Construct a diversified portfolio aligned with your objectives.

STEP 3

Monitor fund performance and market developments continuously.

STEP 4

Rebalance regularly to maintain alignment with your goals.

WHY MEHTA VAKIL

Curation and consistency when it matters most.

Strategies built for you, not templates.

Personal attention at every step.

One relationship, consistent guidance.

Contact Us

Equity Markets Services

Fixed Income Services

Mutual Funds Advisory & Distribution

PMS & AIF Distribution

Investor Grievance

Important Communications

Vernacular Languages

Terms & Conditions

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Client Collateral NSE

© Mehta Vakil & Co. Pvt. Ltd. 2026 | All Rights Reserved

Equity Markets Services

Fixed Income Services

Mutual Funds Advisory & Distribution

PMS & AIF Distribution

Investor Grievance

Important Communications

Vernacular Languages

Terms & Conditions

Client Collateral BSE

Client Collateral NSE

© Mehta Vakil & Co. Pvt. Ltd. 2026 | All Rights Reserved

About Us

Contact Us

Privacy Policy

Terms & Conditions

Client Collateral BSE

Client Collateral NSE

© Mehta Vakil & Co. Pvt. Ltd. 2026 | All Rights Reserved

DISCLAIMER

Risk disclosures on derivatives

Risk disclosure in the Equity Futures & Options segment aims to inform individual traders about the inherent risks involved in trading these derivative instruments. By disclosing these risks, regulatory bodies such as SEBI seek to ensure that traders are fully aware of the nature of these instruments and the challenges they pose.

9 out of 10 individual traders in the Equity Futures and Options Segment, incurred net losses.

On average, loss makers registered net trading losses close to ₹ 50,000.

Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.

Those making net trading profits, incurred between 15% to 50% of such profits as transaction costs.

Source:

DISCLAIMER

Risk disclosures on derivatives

Risk disclosure in the Equity Futures & Options segment aims to inform individual traders about the inherent risks involved in trading these derivative instruments. By disclosing these risks, regulatory bodies such as SEBI seek to ensure that traders are fully aware of the nature of these instruments and the challenges they pose.

9 out of 10 individual traders in the Equity Futures and Options Segment, incurred net losses.

On average, loss makers registered net trading losses close to ₹ 50,000.

Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.

Those making net trading profits, incurred between 15% to 50% of such profits as transaction costs.

Source:

DISCLAIMER

Risk disclosures on derivatives

Risk disclosure in the Equity Futures & Options segment aims to inform individual traders about the inherent risks involved in trading these derivative instruments. By disclosing these risks, regulatory bodies such as SEBI seek to ensure that traders are fully aware of the nature of these instruments and the challenges they pose.

9 out of 10 individual traders in the Equity Futures and Options Segment, incurred net losses.

On average, loss makers registered net trading losses close to ₹ 50,000.

Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.

Those making net trading profits, incurred between 15% to 50% of such profits as transaction costs.

Source: