Start a SIP
Understand the basics of Systematic Investment Plans, how SIPs work and the information generally required to begin.
Ask on WhatsAppMutual Fund Distribution
Mutual Fund Distribution Support Made Simple
Get clear information and assistance for mutual fund investments, SIPs, KYC-related requirements and other applicable processes through WhatsApp.
WhatsApp-first supportClear process guidanceAMFI-registered MFD
Get started
Start with a simple WhatsApp conversation.
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
About the service
Mutual fund distribution with clear, practical guidance
Serveez provides mutual fund distribution assistance through an AMFI-registered Mutual Fund Distributor. We help customers understand the general investment process, documentation, applicable requirements and available next steps.
The suitability and appropriateness of any investment depend on the investor's circumstances, applicable scheme information and the relevant regulatory requirements. Customers should review scheme-related documents before making investment decisions.
What we can help with
Mutual fund assistance for common requirements
Choose a topic and start a WhatsApp conversation for relevant information and assistance.
Lump-sum Investment
Get general information about lump-sum mutual fund investments and the process involved.
Ask on WhatsAppKYC Assistance
Get guidance on mutual fund KYC requirements and the next steps based on your situation.
Ask on WhatsAppELSS Information
Understand the basic features of Equity Linked Savings Schemes and the applicable investment considerations.
Ask on WhatsAppNFO Information
Get general information about New Fund Offers and where to review the relevant scheme documents.
Ask on WhatsAppMutual Fund Process
Understand the general process involved in selecting, investing in and servicing mutual fund investments.
Ask on WhatsAppHow it works
Three simple steps
Start with your requirement and continue through WhatsApp.
01
Tell us what you need
Send your mutual fund-related requirement through WhatsApp.
02
Understand the process
We provide relevant information and explain the applicable next steps.
03
Proceed as applicable
Complete the required process based on the applicable AMC, scheme and regulatory requirements.
Before you invest
Review the relevant scheme-related documents carefully.
Understand the investment objective, risks and applicable costs.
Consider your own financial circumstances and investment requirements.
Do not rely on guaranteed or assured return claims.
Important mutual fund disclosure
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Information provided through Serveez is intended to assist customers with the applicable mutual fund distribution process. Investment decisions remain subject to the relevant scheme documents, regulatory requirements and investor circumstances.
Distributor details
AMFI-registered Mutual Fund Distributor
Chaitanya Kumar Neelisetti
AMFI-registered Mutual Fund Distributor
ARN: 347140
Mutual fund distribution services are subject to applicable regulatory requirements and scheme-level terms and conditions.
Have a mutual fund requirement?
Start with a simple WhatsApp message.