SIP Registration Support
Fund-selection discussion within distributor scope, KYC completion, and SIP mandate setup across AMCs — timed to your salary or business cash-flow cycle.
Services
Mutual fund distribution services.
Every service below is distribution, documentation, or education support — handled through a CRM-backed process, never a promise of returns. How Dulawat Finserve is paid is explained further down this page.
Getting started
Tax Saving Mutual Fund Awareness
Understanding ELSS as a Section 80C option: category, three-year lock-in, and how it fits alongside other tax-saving instruments you may already hold.
Child Education Goal Discussion
Mapping a specific admission year and today's estimated cost to a monthly SIP, with inflation built into the target rather than ignored.
Retirement Planning Concepts
Working backwards from a retirement-age corpus to a monthly SIP number, and revisiting the number as your income and goals change.
Once you're invested
Portfolio Review Discussion
Bring statements from Dulawat Finserve or elsewhere for a structured look at allocation, folio count, and whether existing SIPs still match your goals.
Follow-up Facilitation
Half-yearly reviews scheduled proactively, and service requests — bank change, nominee update, statements — tracked in the CRM until resolved.
Referral Support
When you refer family or colleagues, they get the same goal-first process and documentation from the first conversation.
Institutional Awareness Programs
SIP, market-risk, and scheme-document literacy sessions for employers and institutions, arranged on request.
How this is paid for: None of the above is charged to you as a fee. Dulawat Finserve is compensated through trail commission paid by the AMC out of a scheme's expense ratio on Regular Plan investments — disclosed in every scheme's documents, not an extra charge added to your investment.