By opening a single account with us, you gain access to a wide range of mutual funds from leading asset management companies (AMCs) without incurring any additional fees. Our team of professionals, with expertise in the field, will assist you in selecting, recommending, and monitoring investments to help you achieve your financial goals. Enjoy the convenience of placing orders via phone, and access up-to-date analysis, news, investment reports, and account status management.
This account allows you to buy, sell, or exchange mutual funds from all AMCs we represent under a single account. Transactions can be made via phone or by signing a transaction form. Additionally, a monthly summary report of your remaining units across all AMCs is provided, simplifying the process of managing your investments.
This service is designed for those wishing to invest in SSF (Super Savings Fund), RMF (Retirement Mutual Fund), and other general mutual funds.
Differences Between OMNIBUS and SELLING AGENT Accounts |
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OMNIBUS |
SELLING AGENT |
Open a single account for all AMCs |
Open separate accounts for each AMC |
All funds, except RMF and LTF |
All funds |
Transaction Method
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Transaction Method
Orders via AMC's forms |
Transaction Time
By 2:30 PM on each business day * |
Transaction Time As per each AMC's specified time |
Payment/Receipt via Finansia's payment system |
Payment/Receipt via Finansia's or AMC's payment system |
Documents/Reports issued by Finansia
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Documents/Reports issued by each AMC
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*Transaction times may vary according to the terms and conditions of each fund.