2025-02-17T03:50:04

Open a Mutual Fund Trading Account

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.

We offer two types of mutual fund trading accounts:

OMNIBUS Account

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.

SELLING AGENT Account

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

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
  • Orders via phone
  • Orders via phone or Finansia forms
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
  • Combined report of remaining units across all AMCs
Documents/Reports issued by each AMC

*Transaction times may vary according to the terms and conditions of each fund.