Mutual Funds
As an AMFI-registered Mutual Fund Distributor, we provide access to a wide range of mutual fund
schemes across all major Asset Management Companies (AMCs) in India.
Our role is to:
- Understand your investment objectives and risk appetite.
- Recommend suitable mutual fund schemes accordingly (offered as part of the process, not as advisory in nature).
- Assist in execution of mutual fund transactions.
- Support portfolio tracking, KYC, and service updates.
Fixed Income Products (FIP)
For investors seeking relatively stable income, we offer distribution services for select fixed income instruments such as:
- Non-Convertible Debentures (NCDs)
- Corporate Fixed Deposits
- Infrastructure Bonds
- RBI Bonds
- Tax-free bonds (subject to availability)
Each product is from SEBI- or RBI-regulated institutions, and we facilitate access as a distributor. Suitability is assessed based on your financial needs and risk profile.
Alternative Investment Funds (AIFs)
SEBI-registered AIFs open the door to some pretty exciting investment options like private equity,
venture capital, and even long-short strategies. It’s a smarter way to grow your money without being
stuck in the same old markets.
At Ezy Wise, we help
eligible investors access AIF opportunities by:
- Connecting with SEBI-Registered AIF managers
- Assisting with onboarding, documentation, and product understanding
Portfolio Management Services (PMS)
PMS allows investors to own and manage individual securities through professional portfolio managers
licensed by SEBI.
Access tailored portfolio solutions such as:
- Discretionary PMS (fully managed portfolios)
- Non-discretionary PMS (With non-discretionary PMS, we suggest—you decide. Every move needs your go-ahead)
- Custom strategies tailored to asset classes like equities, fixed income, or multi-asset models
Compliance Statement
Ezy Wise Services operates strictly within the framework laid out by SEBI and AMFI:
- We provide only incidental advice relating to mutual fund distribution.
- We do not assure returns, make future performance claims or offer financial planning.
- All services are backed by transparent documentation, risk disclosures and informed consent.
- For any product-specific marketing material, we use AMC or manufacturer-provided resources.
