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Mutual Fund Picks

PB Shruti Mutual Fund Picks

Confused by thousands of mutual fund schemes? We make it easier. Our Mutual Fund Picks report curates top-performing funds across all major categories, so you can skip the noise and start investing confidently.

  • Covers all mutual fund categories — equity, debt, hybrid, and more
  • Helps you screen the best-in-class funds for your needs
  • Rationale included for each recommended fund
You retain full control over:
  • SIP amount
  • Type of funds chosen
  • Execution (done directly via fund houses)
Ideal For:
  • First-time investors
  • Individuals with low capital
  • Anyone looking to invest in equities via mutual funds without stock selection complexities
Illustration rupee coin character smiling and holding a chart showing investment growth.

Pricing & Delivery

ComponentPrice (Incl. GST)Details
Mutual Fund Picks₹2,000 (per download)Sent via email post-onboarding; includes rationale
Update FrequencyAnnuallyNew report released each year to reflect updated picks
Illustration of two strong arms flexing above a rising line graph with floating rupee notes, representing investment growth and rebalancing.

Rebalancing Frequency & Format

Monthly rebalancing reports provided, unless a major market event triggers an interim update

Every report includes:

  • Stock additions/deletions
  • Weight changes
  • Detailed rationale

Format: PDF file sent to your registered email address

If the delivery mechanism changes in the future, we will notify all existing clients in advance.

Onboarding, Support & Refund Policy

We aim for a seamless experience, but if you need assistance, we’re here to help.

Support: Visit our Contact Us page to raise a query or grievance.

Refunds:

  • Full refund if KYC fails or the user does not wish to proceed after KYC initiation.
  • No refunds once the Model Portfolio or Mutual Fund Picks PDF is delivered.
  • Pro-rata refund for Rebalancing Report subscription, upon receiving an official cancellation request via email.
Compliance Note

PB Shruti operates in full compliance with the SEBI (Research Analysts) Regulations, 2014. All recommendations are backed by in-house research and shared only after proper onboarding, including KYC verification.

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Get in Touch with
PB Shruti

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