Right liquidity. Right structure. Right flexibility. End-to-end guidance you can trust.
Loan Against Mutual Funds is a smart way to unlock liquidity without disturbing your long-term investments. At Wealthika Finserv, our Loan Against Mutual Funds Facilitation service is designed to help you meet short-term financial needs while allowing your investments to continue compounding. Whether it is managing cash-flow gaps, funding business requirements, or addressing urgent expenses, we help you access credit efficiently and responsibly.
Many investors either redeem their mutual fund units prematurely, lose long-term growth potential, or remain unaware of this flexible financing option. Our facilitation service simplifies the process by identifying eligible funds, comparing lending options, ensuring transparent terms, and supporting you through documentation and disbursal — so you get timely liquidity without compromising your financial goals.
We check the eligible value of your mutual fund holdings – both equity and debt funds.
Based on the units you pledge, our NBFC partners set a credit limit.
Your mutual fund units are pledged digitally with the lender for quick processing.
Funds are credited directly to your bank account, usually within hours.
Your investments remain in the market and continue compounding.
