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Mutual Funds

INVEST IN MUTUAL FUND Advantages of professional management Disciplined investment approach Invest via Lumpsum and SIP mode

Mutual Funds are the companies that attract a pool of money from the investors and further invest their part of the money in diversified stocks. When you purchase a mutual fund, each share represents an investor’s part of ownership in the fund. Additionally, Mutual Fund is a company where it invests in the combined holdings, a few named assets, stocks, or bor bonds, which is further known as a portfolio of every individual. Many mutual funds fall into four categories - money market funds, stock funds, target-date funds, bond funds. The major advantage that an investor can benefit post choosing to invest in mutual funds is that he/she has a professional investment manager to handle the investments. Plus, they get to invest in a diversified portfolio which automatically decreases the risk too.

  • Mutual fund Investment plans
  • Mutual fund planning
  • Liquidity and Tax benefits
  • Reduced risk of investing
Invest Now
Download Shree MF App

Shree MF is an online web app based mutual funds platform which allow users to open their account easily with paperless signup process with insightful research and goal tracker which will make your investment journey easy!

Why Choose Us
Some Reasons to work with Lakshmishree

Lakshmishree Investments & Securities Ltd (LISPL) is one of the quickest growing Stock Broking companies in India. Further, providing you with the appropriate guidance in this exciting world of the Stock Market, LISPL ensures to aid you with the ideal trading solutions. With the decades of our existence and the membership with BSE, NSE, MCX, and Depository Participant with CDSL, Lakshmishree Investment & Securities Ltd is on the urge of providing people with the Stock Trading services throughout Pan India by encouraging and facilitating every Indian to decide for their Investment structure and educating them to self-trade. Subsequently, having the in-house core Research team who dedicatedly works to assist our clients to guide them to invest in the selected stocks based on their risk and returns, LISPL renders quality research outcomes to different classes of clients as per their preferences and requirements.

Completely Online Process - no Paperwork

Now booking your IPO is no more a hassle for you. With the times going more digitalized, you can now book IPO through the online process.

Access to Quality Companies from PSU

LISPL has permitted access to quality companies from PSU that can help you with better investment opportunities.

Get stock at the lowest possible price

With the commitment-driven team of dealers, you get to access the stocks at the lowest possible price for your better investments.

No Brokerage While Applying in New IPOs

We do not charge any brokerage fees from the public while applying for the new IPOs hitting the market. Therefore, you can give a try to your investments.

Hassle-free ASBA Process

To ensure safety and keep continue to earn your interest on the application money, here at LISPL you are covered under the ASBA Process that eliminates the hassle of blocked funds.

Short Term Profit with Lower Risk

If you are a short-term investor and seek to book your profit at the lowest risk, still you have a list of those stocks displayed on LISPL's digital platforms.

24*7 Mobile App to track Portfolio Status

With the Shree Varahi App, you get to keep a watch on all your transactions or trades together for 24x7 and track your investments.

Zero Paperwork – Anytime access

With the voice of VocalForLocal, LISPL is fully digitalized, from account opening to trading and settling your investments, you can access them at any time with zero paperwork.

Dedicated Personal Advisor

No worries if you have stuck in your Stock Market journey, we have a dedicated personal advisor to guide you through

Your All-in-one Investment Account

Open today Free trading and demat account

Improve Your Portfolio
Know-Why Portfolio Restructuring Is A Key For Profit Booking

With the decades of our presence in the Stock Market, we admire the trust you keep with us. Whereas, Investments are not just the capital for your returns but they are the stability of your future times. Therefore, maintaining your portfolio appropriately will robustly help you gain utmost stability for your profit bookings.

  • The diversified Equity Stocks will help you broaden your Investment horizon.
  • You get to minimize the risk that is involved while trading in Stock Market.
  • Here at Lakshmishree, with the team of experts, we guide you through the best for securely building your portfolio.
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Most common questions
Mutual Funds - FAQs
Most of them, but not all of those. The Index funds are structured as a type of Mutual Funds, or we can state as Exchange-Traded funds (ETF). Several mutual funds are also considered Index Funds. Note:- Index funds are the ones whose investments closely fall on the track of "Market Index".
For any investor or trader, it’s always a dilemma whether to invest directly in equities or through the mutual fund route. Mutual funds are managed by an experienced fund manager having relevant experience in investing depending on the purpose of the fund.Directly investing in equities gives the investor a higher level of control over his portfolio and flexibility in decision-making.
Some of the examples of mutual funds are fixed-income funds, equity funds, Balanced funds, fund of funds, index funds, etc.
NAV is nothing but the market value of the securities held by that mutual fund on a particular date. The NAV per unit is derived by having the market value of the securities held by that particular mutual fund divided by the total number of units of that scheme on a particular date.
A mutual fund pools money from many investors and then invests that money in various financial securities or instruments such as short-term debt, stocks, bonds, etc. Investors buy units in the mutual fund scheme.
For beginners, investing in mutual funds can be done through the SIP route or periodic investment way in equity or other mutual funds under the guidance of a professional or financial service broking firm or company.
Beginners can invest in MF using the MO Investor app or our website. The Suggest Me Tool may be used by an investor under our offerings section of our website. This tool will give suggestions to invest based on the risk appetite of a client..