Mutual Fund
At Khajana Group, we help you grow your money through professionally managed mutual fund schemes. Whether you're planning for short-term goals or long-term wealth creation, our offerings are designed to match your financial needs and risk appetite.
Why Trust Khajana for Mutual Fund Investing?
Regular Reviews
Regular review meetings (daily, quarterly, half-yearly).
Dedicated RM
Assign clients to RMs and review quarterly.
Goal-Based Planning
Personalized financial & goal-based planning for prospects.
Monthly Webinars
Monthly interactive webinars for clients and their families.
Investor Meet-ups
Premium half-yearly investor meet-ups at top venues.
Adaptive Counselling
We provide year-round financial counselling, adjusting tactics in response to changing market conditions
24/7 Support
Year-round support
Easy & Paperless
Easy and paperless investment process
Specially Curated Services
Goal-based Planning
Plan smart, achieve your dreams — with Goal-based Planning by Khajana Fund
Retirement Planning
Secure your golden years today with our Retirement Planning solutions
Guaranteed Income Plan
Enjoy steady income and peace of mind with our Guaranteed Income Plans
Child Planning
Build a bright future for your little ones with our Child Planning services
FD & Bonds
Grow your savings safely with FDs and Bonds — secure returns, smart investing
Our Partners
Track your Investment at ONE CLICK
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Portfolio Analysis
You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Research
Invest in well researched cherry-picked perfectly balanced portfolio.
Frequently Asked Questions
Mutual funds are a smart way to achieve your financial goals while benefiting from professional expertise...