Priya Star Investment Client

Priya Star Investments Pvt Ltd. (PSIG) is a client-focused, independent investment firm offering portfolio management, wealth management, financial planning and related advisory services to a clientele of institutional and accredited high net-worth individual investors & families.

In addition to maintaining a high level of client engagement, PSIG offers investors access to a full array of traditional and non-traditional asset classes, domestic and global equities and structured investments. These investment services are offered through segregated portfolios and mutual funds.

PSIG’s team of investment professionals has the experience and multi-disciplinary skill set to provide effective & transparent investment solutions to meet the complex needs of sophisticated investors. By combining best-in-class analytics with insight and a dedication to ongoing communication with our clients, we are able to make timely and disciplined investment decisions tailored to meet financial goals and objectives.

We have successfully implemented investment mandates received by us from Governments/Corporates and High-net Individual investors, within the prescribed investment guidelines. The PSIG team is capable of offering tailor investment solutions that meet your immediate and long-term financial needs.

Why Use Priya Star Investments
- Easy account opening
We help you quickly open your mutual fund account and start investing. With us, you don’t need a demat account to start buying mutual funds.

- Easy fund selection & investment
We have tried to make it simpler for you to select the right mutual fund scheme for your financial goals. Once you have shortlisted the schemes, you can go ahead and buy in 3 simple clicks!

- No account opening charges
We don’t levy any charges from our customers.

- Live portfolio tracking
You can see your portfolio value any-time by logging into Priya Star Investments website or mobile app.

- Human connects
Financial matters require discussion and we have humans to help you in the process. You can either call us or get in touch with our Business Associate/distributors in your location.

What Types of Transactions are Possible

You can do following types of transactions for mutual funds in India
• Systematic Investment Plan (SIP) Regular Monthly Investments in mutual funds
• One-time lump sum
• Sell / Redemption: Withdraw money from your mutual fund investments
• Switch: Shift your investment from one scheme to another of the same mutual fund
• Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at fixed interval. It works within a mutual fund.
• Systematic Withdrawal Plan (SWP): You can withdraw / sell your investments at fixed interval
• Instant Redemption: For some liquid schemes, you can instantly redeem your investment

Key Features-
• View Investments Across All Assets Classes, AMC wise and Family wise
• Recent Transactions for MF
• Check Holding Report for MF
• Recommended Funds and News
• Schedule tasks for your Advisor
• Alerts - SIP Expiry, SIP Bounced, SIP Upcoming