Mutual Fund

We follow a multi-disciplinary method of wealth management and mutual funds are a part of that. Yam Financial consultancy helps the clients in mutual fund distribution & management with proper guidance and personalized investment solutions.

We are aggregated mutual fund distributor with all of the leading mutual fund providers. Our clients are provided with anytime access to their portfolios and regular reports are shared on a predefined frequency.

Mutual Fund Advice

We help the investors in understanding mutual funds and why one should invest through mutual funds.

Further to this, we provide guidance in picking the best mutual fund as per their financial plan and also educate our investors on how to monitor their mutual fund investments.

YAM Financial Consultancy believes in empowering the investors and that is why we help our clients in evaluating the mutual funds and how they can earn better returns from their Mutual Fund portfolio.

The idea is to help you by providing, the appropriate and Best Mutual Fund advice as per your financial goal.