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Mutual Fund

Strategic Wealth Creation
with Mutual Funds

Grow your wealth and secure your financial future with expert-guided mutual fund investment plans — SIP, lump sum, and goal-based investing.

Overview

Curated Investment Portfolios

Mutual funds are one of the most accessible and effective wealth creation tools available. Unique Consultancy provides goal-based mutual fund advisory for investors in Purulia-Bankura-Durgapur-Asansol region and West Bengal — helping you select the right fund category, invest systematically, and align your portfolio with your financial goals and risk tolerance. Investments are subject to market risks; we help you understand them clearly.

  • Goal-aligned fund selection for short, medium, and long-term goals
  • SIP from as low as ₹500/month for disciplined investing
  • Tax saving through ELSS under Section 80C
  • Risk-appropriate portfolio across equity, debt, and hybrid funds
  • Professional advisory on fund selection and asset allocation
  • Regular portfolio review and rebalancing guidance
mutual fund Illustration

Why Choose Unique Consultancy?

We are an authorised channel partner with 80+ banks and NBFCs — giving you access to the widest range of mutual fund products in Purulia-Bankura-Durgapur-Asansol region, West Bengal.

  • 80+ lender options for best rate matching
  • 15+ years of local expertise
  • End-to-end documentation support
  • Dedicated follow-up until decision
  • Transparent, no-surprise advisory
⚠ Loan approval is subject to lender eligibility criteria and policies.
Key Features

Features & Benefits

💹
SIP Advisory
Systematic Investment Plans starting from ₹500/month for disciplined wealth creation.
🎯
Goal-Based Investing
Portfolios designed around your goals — retirement, education, home, or wealth creation.
📊
Risk Profiling
We assess your risk tolerance to recommend appropriate fund categories.
🔄
Portfolio Review
Periodic review and rebalancing advisory to keep your portfolio on track.
💰
Lump Sum Investment
One-time investment advisory for investors with surplus funds seeking market exposure.
🛡️
Tax-Saving ELSS
Equity Linked Savings Schemes offering Section 80C tax benefits with 3-year lock-in.
Calculator

Mutual Fund Returns Calculator

Plan your wealth creation journey. Calculate potential returns for SIP and Lumpsum investments.

₹500₹1L
%
1%30%
Yr
1 Yr40 Yr
Total Value ₹11,61,695
Invested Amount ₹6,00,000
Est. Returns ₹5,61,695
Documents Required

What You'll Need

Exact requirements may vary by lender. We guide you on the precise documents needed for your case.

🆔
Aadhaar Card & PAN Card
🏛️
Bank Account Details (cancelled cheque / passbook)
📍
Address Proof
📸
Passport Size Photographs
KYC Completion (mandatory for all MF investors)
⚠ This is a general checklist. Exact documents depend on the lender, loan product, and your profile. Unique Consultancy will guide you on specific requirements for your case.
Apply Now

Apply for Mutual Fund

Share your details and our Purulia-Bankura-Durgapur-Asansol region team will get back to you within one business day.

Submit Enquiry →
⚠ Loan approval is subject to lender eligibility criteria and policies. Unique Consultancy provides advisory and facilitation services only and does not guarantee approval, rates, or disbursement timelines.