Keshav Finserv
Mutual Fund Investment

Lump Sum Investment

Deploy surplus business cash or festival bonuses into strategic asset classes.

Overview & Product Scope

Invest one-time liquidity into diversified equity, balanced advantage, or liquid funds with option to do Systematic Transfer Plans (STP) into equity over time.

Key Highlights & Advantages

Immediate deployment
STP into equity
Zero lock-in for open-ended funds

Features & Advisory Benefits

Instant allocation of surplus liquidity
Can be deployed into Arbitrage / Liquid funds with STP into equity
High liquidity with T+1 redemption into bank account

Who Is This Solution Designed For?

Business Owners with Seasonal ProfitsInheritance ReceiversProperty Sale Corpus

Why Choose Keshav Finserv for Lump Sum Investment?

  • 100% Unbiased Multi-Institution Comparison: We compare 20+ insurers and lending institutions to get you the lowest rates and best terms.
  • Dedicated Surat Presence & Concierge: Physical offices in Ring Road & Vesu for face-to-face consultation and rapid paperwork handling.
  • End-to-End Claim & Disbursal Support: We stand by you during claim settlements or bank disbursement processes without leaving you stranded.
Advisory Concierge

Ready to apply or get quotes?

Our certified Surat advisors provide free 30-minute discovery consultations.

📍 Surat Advisory Hub

304-306, Silver Trade Center, Ring Road, Surat

Mon - Sat: 9:30 AM to 7:00 PM