Loan against Mutual Funds

Access Liquidity Without Breaking Your Investments
Mutual Funds can do more than help grow your wealth—they can also help you access funds when you need them. A Loan against Mutual Funds  allows you to unlock the value of your existing portfolio without redeeming your investments. Whether it’s for short-term needs, business requirements, or personal expenses, this facility gives you a convenient and cost-effective way to raise funds.
How It Works
  • You pledge your mutual fund units as collateral.
  • A line of credit is provided based on the value of those holdings.
  • Interest is charged only on the amount you use.
  • Your investments continue to stay intact and potentially earn returns.
Why Consider Loan Against Mutual Funds?
  • No Need to Redeem: Stay invested while meeting your financial needs.
  • Quick Processing: Faster access to funds compared to traditional loans.
  • Lower Interest Rates: Usually more affordable than personal loans.
  • Flexible Usage: Use the funds for any purpose—education, travel, business, emergencies, and more.
How We Assist
  • Help you understand the process and eligibility
  • Coordinate with partnered institutions for competitive rates
  • Ensure minimal paperwork and a smooth experience
  • Provide end-to-end support from documentation to disbursal

Your investments are working hard—now let them work smarter. Explore the benefits of a Loan Against Mutual Funds and unlock liquidity with confidence.

If you have any query, please do contact us