AMFI Registered Mutual Fund Distributor | ARN - 75896 Date of Initial Registration: 06 August 2009 Validity of Registration: 05 August 2029 ● AMFI Registered Specialized Investment Fund Distributor | ARN - 75896 Date of Initial Registration: 10 January 2026 Validity of Registration: 18 August 2028 ●
AMFI Registered Mutual Fund Distributor | ARN - 75896 Date of Initial Registration: 06 August 2009 Validity of Registration: 05 August 2029 ● AMFI Registered Specialized Investment Fund Distributor | ARN - 75896 Date of Initial Registration: 10 January 2026 Validity of Registration: 18 August 2028 ●
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AMFI Registered Mutual Fund Distributor

ARN - 75896

Date of Initial Registration: 06 August 2009

Validity of Registration: 05 August 2029

AMFI Registered Specialized Investment Fund Distributor

ARN - 75896

Date of Initial Registration: 10 January 2026

Validity of Registration: 18 August 2028

UPDATES
Saroj Securities — AMFI Registered Mutual Fund Distributor ARN - 75896 • AMFI Registered Specialized Investment Fund Distributor ARN - 75896 • Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.

How We Invest

Mutual Fund Investment
SIP Investment
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how we invest

A disciplined approach to mutual fund investing

At Saroj Securities, we believe that investing should begin with understanding your financial objectives, investment horizon and risk considerations.

Our approach focuses on mutual fund investments and Systematic Investment Plans (SIPs), helping investors understand available investment options and build a disciplined investment approach over the long term.

Goal Based Investing

Standard Operational Procedures

The firm follows standard procedures for client onboarding, KYC, purchase/additional investment, redemption, switch, SIP/STP/SWP, bank and nominee changes, transmission, folio servicing, transaction confirmation, statements and grievance handling.

Operational changes communicated by SEBI, AMFI, AMCs, RTAs and other relevant service providers are duly followed. Customer-impacting changes, including changes in forms, documentation, cut-off timings, transaction processes, payment/redemption procedures, KYC and servicing requirements, are maintained as per regulatory guidelines.

All customer requests are processed after necessary verification and due diligence. Relevant staff are informed of revised procedures and are required to follow them.

Important instructions and customer communications are appropriately recorded for monitoring, audit and compliance purposes.

Any change in operating procedure shall be updated as per regulatory timelines.

goal based investing

Investment decisions should be aligned with your financial objectives, investment horizon and risk profile.

our approach

Investment decisions built around awareness & discipline

We encourage investors to understand their needs, evaluate suitable mutual fund options and invest with a long-term perspective.

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Understand

understand

Understand your financial goals, investment horizon and ability to take investment risk.

Understanding Investment Goals
Evaluate

evaluate

Understand mutual fund categories, scheme features, investment objectives and associated risks.

Evaluating Mutual Funds
Invest

invest with discipline

Follow a disciplined investment approach and review your investments according to your financial objectives.

Disciplined Investing

investment options

Build your investment plan with mutual funds & SIP

Mutual funds offer investors access to professionally managed investment schemes, while SIPs provide a systematic way to invest regularly.

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Mutual Funds

mutual funds

Mutual funds provide investors with access to professionally managed investment portfolios across different categories and investment objectives.

SIP

systematic investment plan

SIP allows investors to invest a fixed amount at regular intervals, helping develop investment discipline over time.

Goal Based Investing

goal based investing

Investments can be considered according to financial goals, time horizon and individual investment requirements.

Diversification

diversification

Mutual funds can provide diversification across securities and investment categories, depending on the selected scheme.

Risk Awareness

risk awareness

Every mutual fund investment carries market risk. Understanding the risk level of a scheme is an important part of investing.

Long Term Investing

long term perspective

A disciplined and long-term approach can help investors remain focused on their financial objectives rather than short-term market movements.

invest responsibly

Understand your investment before you invest

Mutual fund investments are subject to market risks. Investors should carefully read all scheme-related documents and understand the features and risks before investing.

Understand Investment

understand the investment

Know the investment objective, scheme features, associated risks and other relevant information before investing.

Stay Informed

stay informed

Keep yourself informed about your investments and review them periodically based on your financial objectives.

  • Understand your financial goals
  • Consider your investment horizon
  • Understand mutual fund risks
  • Invest with discipline
Mutual Fund Investment
SIP Investment
Contact Saroj Securities

our investment process

A simple approach to mutual fund investing

We believe that a clear and disciplined process can help investors make better-informed investment decisions.

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step

define your goals

Identify your financial goals, investment horizon and the amount you are comfortable investing.

01

step

understand your options

Understand different mutual fund categories, investment objectives, risk levels and SIP options.

02

step

invest with discipline

Choose an approach suited to your objectives and maintain discipline while reviewing your investments periodically.

03