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Creating liquidity without compromising long-term portfolio strategy
Loan against mutual funds enables investors to meet liquidity needs while preserving market exposure, avoiding premature redemptions, and maintaining long-term investment discipline.
Financial needs can arise unexpectedly, but liquidating investments is not always the most efficient response. Loan Against Mutual Funds allows investors to unlock liquidity by pledging their mutual fund units instead of selling them. This approach helps retain market exposure, avoid capital gains tax, and preserve compounding benefits. Loan eligibility depends on portfolio quality and valuation, ensuring controlled borrowing.Apply now