Give your parents more than just peace of mind.

A peck on Mom’s cheek, a goodbye hug to Dad, an unexpected mid-day call to both. You can pleasantly surprise your parents in more ways than one. Just like UTI Family Facility. A one-of-a-kind offering that not only ensures a steady income for them, but also turns their happy moments into memories.

 

After all, money is not only about finances. It’s also about emotions.

Wish to make a difference
to your parents’ lives?
Simply, fill this form to get started:

+91

I authorize the Representative of UTI Mutual Fund to contact me.

For the first time in India, UTI Mutual Fund launches the unique facility that allows you to transfer a monthly fixed amount, via SWP (Systematic Withdrawal Plan) to either of your parent’s account.
Facility can be availed by existing and new investors (including Non-resident Indian investors)

UTI FAMILY FACILITY SNAPSHOT

Eligible Schemes UTI MIS Advantage Plan & UTI Wealth Builder Fund – Growth option*
Mode of Pay-out Through Systematic Withdrawal Plan (SWP)
Eligible Beneficiaries Mother or Father (of 1st unitholder)
Minimum amount of SWP Rs. 1000/- and in multiples of Rs. 100/- thereof.
Periodicity of SWP Monthly (1st business day of everymonth)
Number of Instalments Minimum : 12 Maximum : No limit
Maintenance of Minimum Balance Specified SWP amount
Loads/ Tax implications The investments /pay outs under the said facility will be subject to exit loads, tax & other provisions of the said scheme

Now, make an Investment with UTI Mutual Fund which cares for your future as well as your parents.

UTI WEALTH BUILDER FUND

This product is suitable for investors who are seeking:*

  • Long term capital growth
  • Investment in equity instruments/Gold ETFs

UTI MIS-ADVANTAGE PLAN

This product is suitable for investors who are seeking:*

  • Long term capital application and regular income over medium-term
  • Investment in equity instruments (maximum-25%) and fixed income securities (debt and money market securities)

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.