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Turning mutual fund investments into a dependable liquidity source
By leveraging mutual fund holdings as collateral, loan against mutual funds offers a reliable liquidity solution without disrupting long-term wealth creation strategies.
Liquidity planning is an important but often overlooked aspect of personal finance. Loan Against Mutual Funds allows investors to convert their mutual fund portfolios into a dependable source of short term funding without liquidation. This approach avoids capital gains taxes, exit loads, and loss of compounding benefits. Borrowers retain control over their investments while meeting financial obligations. Apply now