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Why Quantum

  • At Quantum Mutual Fund, the aim is to work for investors. Being the first and only Fund house to approach investors via the Direct route, the fund phased into Regular Plans in April 2017 after SEBI's ruling on disclosure of commissions: a big leap in the demand for transparency!

    In February 2006 when the fund launched India's first direct-to-investor mutual fund it was declared that Quantum AMC would only work with IFAs Distributors if they disclosed the commissions they received to their investors. There is no change in Quantum's philosophy. Ever since its inception, Quantum has always maintained transparency in its approach in dealing with investors and Partners/IFAs. With this transition into Regular Plans Quantum AMC launched Quantum Cosmos - A Partner Portal offering a universe of business solutions to support the IFA community to help investors achieve their long term goals.

    The fund house always followed the minimal cost approach and tried to keep expenses much lower than peers across the industry. For this reason, commission levels are amongst the lowest in the industry as the fund house believes that the Partner fraternity should be reimbursed for the costs they incur while servicing their investors. The Directors are happy to announce that there are 7,800+ Financial Partners on board with Quantum AMC as on May 31st 2019.

    The Directors thank the registered Partners and that of a growing number of Financial Partners and financial advisors who continue to sign on to Quantum’s approach - and recommend Quantum AMCs products to investors even though these Financial Partners and financial advisors are not paid commission as per prevailing Industry market practices. These Partners deserve respect for their professional approach.

    The Quantum Cosmos partnership helps IFA’s improve their knowledge and helps serve their investors better. The offerings of Quantum Cosmos have been listed below:

    (I) Certified Financial Guardian (CFG) - A Seal of an Ethical Advisor, a first of a kind certification to enhance and deliver the best of MF knowledge to investors. A qualified CFG will be entitled to a host of benefits to help grow their Mutual Fund Advisory Business and be better focused on looking after the investor's needs. CFG Partner Privilege’s include:

    o   Online Partner Profile

    o   Smart Asset Allocator

    o   Expert Fund Analysis reports

    o   Research and Training Material

    o   Tools & Calculators

    o   Infographics & GIFs

    o   E-learning course

    o   Financial Blogs

    o   Mutual Fund screener

    o   Portfolio Reviewer

    (II) Jimmy’s Vision - Partner to CEO Connect, a platform for the Financial Advisor Community to connect with MD & CEO, Mr. Jimmy Patel to answer all Mutual Fund related queries.

    (III) Online KYC -ARN embedded URL is a unique feature which allows valued Partners to help their investors in completing their KYC and forward / garner transactions.

    (IV) Quick New Purchase that includes Partner Initiated Transaction through which Partners can garner transactions sitting anywhere across the globe.

    (V) Q-Mitra: This one of a kind facility has been designed specially to cater to the needs and convenience of investors. 

  • At Quantum, we grow money, with integrity, regardless. Quantum Mutual Fund was launched in 2006. Being established for over a decade, we have witnessed significant political and economic changes, fluctuations in market conditions and adversities both natural and financial - nationally and globally. Through all these tribulations, we have emerged as a trustworthy fund house that will yield sensible, risk-adjusted returns over the long- term. We manage money prudently and with integrity, regardless of market noise, socio-economic volatilities, and/or any macro-economic factors which would often deter investors from investing.

    We hold the firm credence that we are Asset Managers, not Asset Gatherers - we don’t believe in gathering money, but believe in working for the investing population at large faithfully and diligently. We follow a thorough process that ensures all the stocks in the portfolio have predictable characteristics and gives the portfolio a probable behavioral pattern.

  • Quantum Mutual Fund was launched in 2006 as India’s first direct to investor mutual fund. Being established for over a decade, we have witnessed significant political and economic changes, fluctuations in market conditions and adversities both natural and financial - nationally and globally. Through all these tribulations, we have emerged as a trustworthy fund house that will yield you sensible, risk-adjusted returns over the long- term. We manage your money prudently and with integrity, regardless of market noise, socio-economic volatilities, and/or any macro-economic factors which would often deter investors from investing.

    Embracing our ‘investor first’ approach, we understand your long-term financial goals, based on which we will help you invest your savings in suitable Quantum funds. Regardless of whether you are new to investing or not, regardless of the value or size of your investment, we follow a consistent investment philosophy for all, which orbits the ideology of managing your money in the right way with utmost honesty and transparency. We hold the firm credence that we are Asset Managers, not Asset Gatherers - we don’t believe in gathering money, but believe in working for the investor by faithfully and diligently managing what you entrust to us. We follow a thorough process that ensures all the stocks in the portfolio have predictable characteristics and gives the portfolio a probable behavioral pattern.

    At Quantum, we are striving to improve the investment ecosystem for you REGARDLESS - wherein you can create long-term wealth for yourself by wisely investing your money, at low costs, into simple mutual funds which remove clutter and add value to your overall investment portfolio.