ARN 113537 & 328014, verifiable on the AMFI register.
Schemes from leading Asset Management Companies.
Resident and NRI investors served nationwide.
Service desk open Monday to Saturday, 10 to 6.
EagleFin Investments is an AMFI-registered Mutual Fund Distributor operating from Viman Nagar, Pune. We exist to make the act of investing simple, documented and verifiable — never to promise an outcome the market cannot guarantee.
Our role is clearly defined. We facilitate your transactions across mutual fund schemes, assist with KYC and documentation, consolidate your holdings into a single view and stay available when you need to make a change. Every commission we earn is disclosed, and every scheme you consider comes with its own offer document for you to read.
Six focused service lines, each built around transaction support, documentation and transparent reporting — not predictions.
01
Access schemes from 40+ AMCs through a single, consolidated folio view with complete transaction support.
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02
Set up, modify, pause or step-up your Systematic Investment Plans with simple paperless instructions.
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03
Explore Section 80C eligible options including ELSS schemes with a three-year statutory lock-in.
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04
Build a long-horizon corpus through structured monthly contributions and periodic portfolio reviews.
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05
Life, health and general insurance products placed through licensed partners to protect your family.
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06
Repatriable and non-repatriable investment support for NRIs on NRE and NRO account structures.
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Anyone can show you a past return chart. We would rather show you the process that governs how your money moves, who handles it and what happens when you want it back.
A broad shelf across market-linked and fixed-return categories. Each product carries its own risk profile, tenure and taxation — explained before you commit.
Schemes investing predominantly in listed equity across large, mid and small capitalisation segments.
Fixed-income schemes spanning liquid, ultra-short, corporate bond and gilt categories.
Blended portfolios that combine equity and debt within a single scheme structure.
Equity-linked savings schemes eligible under Section 80C with a three-year lock-in.
Low-cost schemes that track a benchmark index rather than attempting to outperform it.
Corporate and bank fixed deposits with defined tenures and contracted interest rates.
No step happens on a phone call alone. Each one leaves a record you can refer back to — which is the whole point.
We record your goals, time horizon, income pattern and existing commitments. No product is discussed at this stage — we are only establishing what the money is for and when you need it.
Paperless KYC, nomination and bank mandate completed and acknowledged to you in writing. Nothing is submitted until you have confirmed every detail on the form.
Category-level shortlisting against your stated horizon, with the offer document, expense ratio, exit load and lock-in disclosed before anything is signed.
Periodic reviews measured against the goal you set, not against a benchmark we picked afterwards. Switch, redemption and nomination support whenever you ask.
Money behaves differently depending on when you need it. We start with the date and work backwards — never the other way round.
A fixed date and a rising cost. Long-horizon contributions stepped up as fees inflate, moved to safety as the admission year approaches.
A down payment due on a known date belongs nowhere near a volatile category. We match the instrument to the deadline.
The one goal with a known date and an unknown cost. Built through decades of monthly contributions, then drawn down systematically.
Section 80C utilisation mapped instalment by instalment, so you know exactly when each unit comes out of lock-in.
Adequate term and health cover placed before any long-horizon commitment, so a single event never forces an untimely redemption.
No deadline, no target figure — just a standing instruction, a long runway and the discipline to leave it alone.
We distribute schemes from leading Asset Management Companies registered with SEBI.
“My SIP folios were scattered across three different platforms. The team consolidated everything into one statement and explained each scheme category in plain language — no jargon, no pressure to switch anything.”
“As an NRI, documentation was my biggest worry. The NRE and NRO process was explained step by step and my first transaction was completed without a single trip to India.”
“What I value most is the follow-up. Every review call starts with where I stand against the goal I set, not with a new product being pitched at me.”
“Clear, patient and genuinely process-driven. My ELSS allocation for the year was sorted in one sitting with every cost and lock-in spelled out upfront.”
Plain-language explainers on how products work. Educational only — never a recommendation to buy or sell.
How investing a fixed amount every month smooths out entry prices across market cycles.
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What the three-year statutory lock-in means for your Section 80C allocation.
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A simple framework for matching short, medium and long-term goals to scheme categories.
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Repatriation rules, taxation basics and documentation for non-resident investors.
Read ArticleThe things investors actually want to know, answered without the sales gloss.
No. As a Mutual Fund Distributor we are paid commission by the Asset Management Company, embedded in the regular plan expense ratio. We invoice you nothing. You may ask us at any time what we earn on a scheme you hold or are considering, and we will tell you the figure.
They are, and we say so plainly on our Disclosure page. A direct plan carries a lower expense ratio because no distribution commission sits inside it, and you can buy one without any distributor. What you get through us instead is the paperwork done correctly, every folio in one statement, and somebody who answers the phone when a transaction goes wrong. Whether that is worth the difference is your call, and we would rather you make it with the numbers in front of you.
No, and neither can anyone else. Mutual fund schemes are market-linked; their value can fall as well as rise, and no distributor, Asset Management Company, sponsor or trustee may offer an assured return on them. If somebody promises you one, treat it as a warning sign and report it.
Most schemes accept a Systematic Investment Plan from ₹500 per month, though the exact minimum varies by scheme and is stated in its Scheme Information Document. There is no minimum relationship size at our end.
Yes. We handle NRE and NRO routing, FATCA and CRS declarations, overseas address proof and tax residency documentation. Note that some Asset Management Companies restrict investors resident in the United States and Canada; we confirm scheme-level availability before onboarding rather than after.
You can change or discontinue your distributor at any time, without giving a reason and without our consent. Your folios stay exactly where they are — they are held with the Asset Management Company, not with us. We will help with the paperwork if you ask.
Speak with our team and start a goal-linked investment journey with full transparency on costs, risks and process.
EagleFin Investments is an AMFI-registered Mutual Fund Distributor (ARN 113537 & ARN 328014). We distribute mutual fund schemes and other financial products. We do not offer portfolio management, assured returns or any form of fee-based recommendation.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Past performance of any scheme is not indicative of, and does not guarantee, future returns. The NAV of schemes may go up or down depending on market factors.
Content on this website is for general information only and must not be treated as an offer, solicitation or recommendation to buy or sell any unit or security. Investors should evaluate suitability with reference to their own objectives and consult a SEBI-registered professional where required.
By continuing, you confirm that you are accessing this website on your own initiative and that no part of it has been construed as a personalised recommendation.
Zero account opening charges this quarter. Complete paperless KYC and begin a Systematic Investment Plan from the comfort of your home.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. No assured returns are offered or implied.
