Long-term equity growth
Diversified and focused equity schemes across market capitalisations, held through cycles rather than traded around them.
Our Products
Two disciplined building blocks — Mutual Funds and Alternative Investment Funds — distributed through an open shelf of India’s leading Asset Management Companies and select alternative managers.
Product 01
Mutual Funds (MF)
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management.
Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyse the market and select the best investment opportunities.
Diversification by design
Exposure across companies, sectors and instruments in a single holding.
Professional management
Research desks and fund managers doing the security selection full time.
Mutual Fund partners
Associated with all major Asset Management Companies
We are associated as a Mutual Fund Distributor with all major Asset Management Companies, offering their Mutual Funds as part of the investment portfolios we build for our clients.
- Aditya Birla Sun Life Mutual Fund
- Axis Mutual Fund
- Bajaj Finserv Mutual Fund
- Bandhan Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Groww Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- ITI Mutual Fund
- Kotak Mahindra Mutual Fund
- Mahindra Manulife Mutual Fund
- Mirae Mutual Fund
- Nippon India Mutual Fund
- PGIM India Mutual Fund
- SBI Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- UTI Mutual Fund
Product 02
Alternative Investment Funds (AIF)
AIFs are privately pooled investment vehicles that collect funds from investors and deploy them into specified assets as per the fund’s strategy. These funds can focus on equity, debt, real estate or other alternative assets, offering a structured approach to diversification.
We are associated as an Alternative Investment Funds Distributor with select alternative investment managers who bring specific opportunities and special value-adds to our client portfolios.
- Axis Alternative Investments
- Emkay Alternative Investments
- Nippon India Alternative Investments
- Sammaan Asset Management
- Sundaram Alternates
Where these fit
Strategies we help clients build
The same two products, arranged for very different jobs.
Treasury & debt allocation
Liquid, ultra-short and corporate bond strategies for corporate surpluses that need to stay accessible.
Systematic investing (SIP/STP)
Rupee-cost averaging and phased deployment to take timing risk out of large lump sums.
Alternative strategies
Long-short, private credit, real assets and other AIF strategies with low correlation to listed equity.
Goal-linked portfolios
Retirement, succession, education and liquidity events, each with its own allocation and review cadence.
Consolidation & clean-up
Reviewing legacy holdings scattered across AMCs and folios, and reducing them to a portfolio you can actually read.
Compliance
Regulatory and registration details
Registered name & entity
SHRI MASUN Financial Services — a Registered Partnership Firm started in the year 2016.
AMFI registered Mutual Fund Distributor
ARN – 117558. Validity period: 19th December 2025 to 18th December 2028.
Employee Unique Identification Number (EUIN)
EUIN – E178093. Validity: 11th June 2024 to 31st December 2026.
Alternative Investment Funds
SHRI MASUN Financial Services is an Alternative Investment Funds Distributor.
Next step
Not sure which product belongs in your portfolio?
Tell us about your surplus and your horizon. We will come back with an allocation view first, and a product shortlist second.