Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Helios Mutual Fund was launched in August 2023 as part of Helios Capital’s expansion into the retail investment space in India. The AMC is sponsored by Helios Capital Management Pte. Ltd., Singapore, an established investment management firm with a strong track record in Asian markets. Though relatively new compared to legacy AMCs, Helios Mutual Fund seeks to differentiate itself through active stock selection, sectoral insights, and nimble portfolio management.
To invest in Helios Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
Proof of Address (Anyone, except PAN card):
Investors are advised to contact Helios Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
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