Mutual fund distributor in Ahmedabad

Who you’d be dealing with

H2 Investment is a one-person mutual fund distribution practice run by Himani Harsh Shah (ARN-200996), based in Ramnagar, Sabarmati, Ahmedabad.

We’re a distributor, not an asset management company — we don’t run schemes of our own, and we don’t hold your money. Your investment goes from your bank account to the fund house, and the units are held in your name.

Because we’re not owned by any fund house and have no in-house product of our own, there’s no shelf we’re trying to clear — the conversation is about what suits you, not about a group we belong to. What we help with sets out the service in full.

How we help

We help you complete your KYC, open a folio and place your purchase, switch and redemption instructions, and we’ll walk you through anything you’re unsure about.

What we don’t do is tell you which scheme to buy. There’s no single right answer we could print for everyone, and choosing depends on your goal, your horizon and how much variation in value you can live with. We’ll go through those factors with you and help you act once you’ve decided. How we’re paid sets out that we’re paid a trail commission by the fund house, and what that costs you.

Direct plans of the same schemes cost less because they carry no distributor commission; if you’d rather manage it all yourself, we’d rather say so than have you find out later.

Investing from outside Ahmedabad, or outside India

You don’t have to be in Ahmedabad to work with us — most of what we do is done by phone, email and secure paperwork, wherever you are in India.

We also help NRIs invest in Indian mutual funds, including residents of the USA, Canada and Australia. For US and Canada residents that runs through the offline application route, and we will tell you honestly which fund houses are currently open to you. How an NRI invests covers how that works.