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Instant emergency cash. Zero disruption to your long-term wealth.

Let our team assist you with quick, secure, and hassle-free collateral onboarding.

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Loan Against Mutual Funds (LAMF)

Liquidity without portfolio disruption. Access an overdraft facility or loan limits against mutual funds while keeping your core investment compounding journey completely intact.

What it is: Loan Against Mutual Funds (LAMF) is an overdraft limit backed by your mutual fund units, designed to help individuals and businesses meet short-term capital needs without disrupting their core investments.

How it works: You electronically pledge your mutual fund units to a partner bank or NBFC as collateral. The lender sets up a revolving credit limit in your bank account, and you only service interest on the exact amounts you withdraw.

The Smart Way to Manage Cashflow

Redeeming mutual funds during a market dip or before your goal date can be costly. Loan Against Mutual Funds (LAMF) allows you to borrow against your holdings at a fraction of the cost of a personal loan. You only pay interest on the amount utilized, making it the perfect tool for short-term financial needs.

Interest Rate Comparison: LAMF vs Personal Loans

Standard Personal Loan: Unsecured debt with rapid digital processing
12% - 18%
Loan Against Mutual Funds (LAMF): Asset-backed overdraft limit
~9% - 11%*

*Actual interest savings and terms depend entirely on the applicant's credit score (CIBIL), verified income stability, value of the underlying collateral, and the lending institution's internal underwriting policies.

LAMF Key Features

Feature Parameter Equity Mutual Funds Debt Mutual Funds
Loan-to-Value (LTV) Cap Up to 50% of the Net Asset Value (NAV) Up to 80% of the Net Asset Value (NAV)
Loan Value Limits ₹10,000 to ₹20 Lakh (Digital) ₹10,000 to ₹1 Crore
Interest Charge Basis Reducing balance interest / Overdraft (OD) limit Reducing balance interest / Overdraft (OD) limit
Prepayment Charges Nil (Zero prepayment or foreclosure penalties) Nil

Our Support Process

Portal Registration

Linking your mutual fund portfolio securely through registrar-authorized digital platforms.

Lien Pledging

Marking an electronic lien against selected units online via CAMS or KFintech.

Account Setup

Setting up the overdraft limit in a partner bank account with full operational access.

Flexible Interest Servicing

Paying interest exclusively on the amount withdrawn and for the exact days utilized.

Frequently Asked Questions

What is a Loan Against Mutual Funds (LAMF)?

It is an overdraft facility set up by a partner bank or NBFC against your mutual fund holdings as collateral. It provides instant liquidity without requiring you to redeem your investments.

Do I forfeit my mutual fund returns while the units are pledged?

No, you do not forfeit your mutual fund returns while the units are pledged. Pledging only places a lien on the units. You continue to remain the owner, meaning your mutual fund units continue to grow, reinvest, and accumulate dividends and capital gains normally.

What happens if the market value of my mutual funds falls?

Since mutual fund values are market-linked, if the NAV drops significantly below the LTV threshold, the partner lender may request you to pledge additional units or pay down a portion of the outstanding balance to restore the required margin.

500+

Clients Served

10+

Investment Products

10+

Years Experience