FAQ

Direct Answers
to Significant Questions

Providing straightforward solutions to complex challenges, ensuring clarity and confidence in every decision you make.

What services do you offer?

A.H.Financial services provides you the following key benefits:

  1. Expert Guidence for mutual fund investing:
    • Personalised portfolios based on your risk profile.
    • Unbiased fund recommendations.
  2. Monitoring & exit recommendations for your mutual funds portfolios
  3. Comprehensive online financial planning
  4. Goal based investing solutions
  5. 8am to 8 pm, 7 days a week customer support

We provide high quality expert advice for growing your wealth and only provide products which are beneficial for your wealth.

  • A H Financial offers a range of investment products including Mutual Funds, Insurance Solutions, Portfolio Management Services, and Alternative Investment Funds. We customize solutions based on your financial goals, risk appetite, and time horizon.

The minimum investment amount varies based on the product you choose. For mutual funds, you can start with as little as ₹500 per month through SIP (Systematic Investment Plan). For other products like PMS, SIFs and AIFs, the minimum investment is typically higher. We can provide specific details during your consultation.

Yes, we can help you transfer your existing investments. Our team will review your current portfolio, provide recommendations for optimization if needed, and guide you through the transfer process. This ensures a smooth transition without disrupting your investment strategy.

Your investments are made directly in your name with reputed financial institutions. We serve as your advisor and facilitator, but the actual assets are held in your accounts with regulated entities like mutual fund companies, insurance providers, and portfolio management services. Additionally, we’re registered with AMFI (ARN-283074), ensuring we adhere to regulatory guidelines.

Clients can track all their investments on the Assetplus app who is our digital partner. All information of existing as well as new investments can be viewed and tracked, including insurance policies if any for health & life.

Most investments can be withdrawn as per your needs, though certain products may have lock-in periods or exit loads. We design portfolios with liquidity considerations in mind based on your requirements. If you need to withdraw funds, simply inform your advisor, and we’ll guide you through the process to minimize any potential impact on your long-term financial goals.

Getting started is simple! You can either schedule a consultation call with one of our advisors or download our brochure to learn more about our services. During the initial consultation, we’ll understand your financial goals and recommend suitable investment options.