• AMFI Registered Mutual Fund Distributor
  • support@myfirstgoal.in
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Our Services

Innovative Strategies to Achieve Your Goals

Mutual Funds

One of the Finest Tool for Wealth Creation

Goal Planning

Revolutionizing Financial Services with Future-Ready Strategic Solutions

Retirement Planning

Expert guidance to plan your second innings without depending on anyone.

Tax Planning

You can't evade it, but we help you with effective Tax Planning. Penny saved is penny earned.

Estate Planning

Don't leave disputes behind you. We help you Make your will to ensure your succession plan

Insurance Planning

Are you adequately covered for any eventuality? We ensure you are well prepared for it for mandatory insurances.(Life, Health, Assets etc)

FAQs

Common Questions About Our Services

What does a Mutual Fund Distributor do?

A Mutual Fund Distributor like MyFirstGoal helps you choose, invest, and track mutual fund schemes that match your financial goals, risk profile, and time horizon. We simplify the entire investment process — from fund selection to portfolio review.

Yes. MyFirstGoal operates under a valid ARN (AMFI Registration Number) issued by NISM and is registered with AMFI under SEBI’s regulatory framework.

No, a Demat account is not required. You can invest directly in mutual funds through MyFirstGoal’s platform or via offline mode — whichever you prefer.

We earn a small commission from Asset Management Companies (AMCs). These commissions are part of the fund’s expense ratio and do not affect your investment value. All earnings are regulated and disclosed transparently.

There are no direct charges or hidden fees from our side. You invest the full amount, and the AMC deducts a nominal management fee (expense ratio) as per SEBI guidelines.

Your investments are made directly with the respective AMC. Funds and units remain in your name — MyFirstGoal only facilitates and manages your investment process securely.

Absolutely! You can access and monitor your mutual fund portfolio anytime through: ✅ The MyFirstGoal Investor Portal ✅ AMC websites ✅ Consolidated statements from CAMS or KFintech

You’ll need: PAN Card Aadhaar Card Bank Account details (cancelled cheque) Recent Photograph Completed KYC (we assist you with this online)

A Systematic Investment Plan (SIP) allows you to invest a fixed amount regularly (monthly/quarterly) into a mutual fund scheme. It helps build wealth steadily and benefits from compounding and rupee cost averaging.

Yes, you have complete flexibility. You can pause, modify, or stop your SIP at any time through our platform or by submitting a simple request

Yes. ELSS (Equity Linked Savings Scheme) funds offer tax deductions up to ₹1.5 lakh under Section 80C of the Income Tax Act.

Yes. We assist NRI investors in investing in Indian mutual funds as per FEMA regulations. Our team supports documentation and compliance at every step.

You can redeem your investment anytime (for open-ended funds). The amount is directly credited to your registered bank account within 1–3 working days.

We use a goal-based investment approach — assessing your financial goals, risk appetite, and time horizon — to recommend well-researched, diversified mutual fund options.

We use a goal-based investment approach — assessing your financial goals, risk appetite, and time horizon — to recommend well-researched, diversified mutual fund options.

We recommend half-yearly or annual reviews to ensure your investments remain aligned with your evolving financial goals and market changes.

Yes. You can easily map or transfer your existing folios to our ARN code without affecting your investment performance or tax status.

Your investments remain completely safe with the respective AMCs. You can always reassign your distributor or continue managing your portfolio directly with the AMC.

Because we stand for trust, transparency, and technology. With MyFirstGoal, you get: 💡 Expert fund selection & advice 💡 Personalized goal tracking 💡 Regular portfolio reviews 💡 Secure digital onboarding 💡 End-to-end investor support 💬 Still Have Questions? Our expert team is happy to assist you! 📞 Call us: 98884-65065 📧 Email: support@myfirstgoal.in 🌐 Visit: www.myfirstgoal.in

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A brand of Dhhuria Family Office Private Limited.

“Empowering you to achieve your First and Every Goal” 

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Get in Touch

Location

Dhhuria Family Office Private Limited, St No. 2, opp. Niny Printers, near Gaushala, Bathinda, Punjab 151001

Email

support@myfirstgoal.in

Phone

+91- 98884 65065

ARN No.151181

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

Risk Factors –
Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

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