Services
How GTDIS Distribution works with clients — from KYC and account opening to ongoing reporting and review.
How we work with you
Whether you are making your first investment or managing an established portfolio, the way we work is the same: understand what you need, explain the options clearly, handle the paperwork, and stay in touch.
Getting you started
- A first conversation about your goals, your investing experience and how you feel about risk.
- KYC and registration — we collect your documents and register you with NSE and CAMS, online or from your doorstep.
- Account set-up — your investor login and mobile app, so you can see everything in one place.
Helping you invest
- Mutual funds — lumpsum, SIP, STP and SWP across equity, debt and hybrid schemes from leading fund houses.
- Fixed income — corporate fixed deposits, RBI Floating Rate Savings Bonds and Sovereign Gold Bonds.
- For experienced investors — PMS, AIFs, Specialized Investment Funds, pre-IPO shares and GIFT City products.
- Information to decide — scheme documents, research and comparisons, so that the choice you make is an informed one.
Looking after your investments
- Transactions — buying, selling, switching and changing SIPs, online or with our help.
- Service requests — change of bank account, address, nominee and other updates.
- Reporting — portfolio value, asset allocation, sector and company breakdowns, and capital gains statements for your tax return, available at any time through your investor login.
- Regular reviews — periodic conversations and one-to-one meetings to check that your investments still match your goals.
- Reminders — for FD maturities, SIP renewals and other dates that matter.
Online or at your doorstep
Everything can be done from your computer or phone. If you prefer, we will come to you to collect documents and help with forms.
What it costs
There is no fee for our mutual fund distribution services. We are paid a trail commission by the fund houses on Regular Plans — see our commission disclosure.