Can I form a holding company to invest in mutual funds?

Yes, you can invest through a proprietorship, partnership or a private limited company in a mutual fund. It could be more tax efficient to do it that way as well. Do consult a SEBI Registered Investment Advisor to get this structured properly.

As always invest only in direct plan of the selected mutual fund to avoid broker trail commissions. You stand to gain 40% more in the long run with this smart move.

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Is Your Mutual Fund Working Hard Enough?

Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you’re in the right scheme for your risk profile and investment horizon.

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