Research on Mutual funds, ETF’s and bonds to deliver tailor made investment ideas for your goals.


Long Term

₹199 Yearly

3 to 5 Ideas delivered immediately & reviewed annually

Investment horizon of 2-5 years

For Passive Investors*

One time (Lumpsum) / Systematic Investment (SIP)

Expected profit range: 9% -14% per annum

Investors who can Buy and Hold for at least 2 years without worrying about market volatility till their goals are achieved.

Medium Term

₹399 Yearly

1 Idea Per Month

Invest for 3 to 6 Months per Idea

For Active Investors*

Based on Emerging Themes & Trends

Expected profit range of 8% - 14% per idea

Investors who can Buy and Hold for at least 3 months to reach their medium term goals.


How to invest in mutual funds? What are the prerequisites?

Investing in mutual funds has become very easy nowadays with various online as well as offline platforms. For investing you should either have a Demat/Online account or you can use an offline mutual fund broker.

Demat accounts will allow you to invest in stocks, mutual funds, commodities and other instruments all under one roof.You will be required to move funds to this account as and when you need to make investments. If you need help in opening a demat account, please click here.

For online accounts dedicated to mutual funds, all you require to do is authorize your bank to make debits through a E-mandate/ECS. This way you can buy lumpsum or SIP mutual funds as well as track them. If you need help in opening an online account, please click here.

For offline mode, you will require to manually fill out papers and give a cheque for the required amount to be invested and can also arrange for an auto debit feature for periodic payments without your intervention. 

What types of mutual funds may be suggested?

Mutual funds have underlying securities which determine the risk profile of the mutual fund. The underlying assets for a mutual fund may be equity stocks, bonds, gold, options or other instruments as well.

Equity oriented mutual funds, debt mutual funds or balanced mutual funds may be suggested to the investor depending upon the kind of risk profile they belong to and the goals intended to achieve through the investment.

Are mutual funds liquid enough? Can i get my money back if there’s an emergency?

Some mutual funds like the ELSS funds have a lock in period but apart from such funds, all funds let you withdraw your money by selling the units you own. The money is usually credited to your bank account within 3-7 days, making mutual funds a very liquid investment option.

If you remove your investment before 12 months have passed, you may have to incur an exit load up to 1% on the value of your units on the day you wish to withdraw the investment.


Will my money be locked in for 3 years if i invest in mutual funds?

Not all mutual funds have a lock-in period of 3 years. Only if you specifically invest in Equity-Linked Savings Schemes (ELSS), these funds come with a lock in period of 3 years. You can withdraw your funds by selling the units immediately and you will be able to receive funds within 3 working days.

Do all mutual funds come with tax benefits?

No, deductions under 80C are admissable only through investments made in a specified category of funds covered by this section. Mutual funds may have various kinds of underlying assets but not all types of mutual funds will give you a tax benefit.

If you’re looking for tax free mutual funds or mutual funds to give you tax exemptions, then you must invest in ELSS which come with a 3 year lock in period but also a deduction of Rs. 1,50,000 from your taxable income.

What are SIP’s?

Systematic Investment Plans require you to invest a fixed amount of money for a fixed period of time into the mutual fund to slowly accumulate units enough to make a good investment. You can start an SIP by putting a little amount every month or your desired periodicity, which is automatically debited from your bank account.

This is considered a very beneficial plan because it helps systematically save while accumulating money even if you are starting from Rs.1000 per month. Automating the investment through auto debit feature cuts down the ambiguity and saving becomes a habit.

What will the fundsight report include?

The fundsight report includes suggestion of which mutual funds to invest in and the different ways you can make such investment i.e SIP or Lumpsum

How will Fundsight reports be sent?

Deending upon the package you pick, you will get the Fundsight report on your registered E-mail and Whatsapp number as per your chosen periodicity.

For those who subscribe for long-term fundisght reports, three to five reports shall be sent in the first 1 week, customized as per your long-term goals
For those who subscribe for medium-term fundsight reports, one report per month shall be sent.

How long should i stay invested in these mutual funds?

Fundisght offers research backed suggestions for investors who want to invest in mutual funds in the long term. While the minimum holding period to reach the targeted returns is 2 years, it might take anywhere from 2 to 5 years for the investment to reach the target rate of return since it is subject to market conditions.

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