Quantum Mutual Fund

How to Invest in Quantum Mutual Funds?

Investing in Quantum Mutual Fund Schemes online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

• Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in Mutual Funds Scheme, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment
• Sign up to create an account: If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can select “Every month SIP” or “One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Click on the “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: A list of mutual fund to invest in schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount.” Now click on the”Next” button to make the payment.
• Bank Details and Money Transfer: Lastly, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In Quantum Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

• You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:
• Photograph
• Pan Card
• Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
• KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com. Other users can send “Hi” on Quantum Mutual Fund WhatsApp number +91-9243223863

How to Download Quantum Mutual Fund Investment Statement? 

The following steps help you download the Quantum mutual fund investment statement using the Scripbox App: 

• Download the Scripbox app and enter all necessary details to login
• In the ‘Profile’ page, choose ‘Investment History’
• Click on – ‘Email Me’. An email will be sent to your registered email address with a link to download your Scripbox Investment History. By clicking on the link, you can obtain the statement.

The excel statement includes the following details:

1. Orders Tab: It has the following information: folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
2. Current Holding Tab: This section has the following details: fund name, number of units, current value of the investment, folio number and purpose.

Fund Managers of Quantum Mutual Fund

Fund Manager Name	Type Of Fund	Number of Schemes
Sorbh Gupta	Equity	2
Nilesh Shetty	Equity	2
Chirag Mehta	Equity	5
Hitendra Parekh	Equity	1
Pankaj Pathak	Debt	2
Sheha Joshi	Debt	2
Ghazal Jain	Debt	2

Explore: Top Fund Managers

Mr. Sorbh Gupta

Mr Gupta is the Associate Fund Managers – Equity at Quantum Mutual Fund AMC. He has been associated with the Company since 2011. Presently he manages an overall AUM of Rs.80cr invested in two schemes. He currently manages the Quantum Tax Saving Fund- Direct as well as Growth.

Prior to joining Quantum Mutual Funds, Mr Gupta worked as Investment Analyst at Pranav Securities Private limited. He also worked with Narotum Sekhsaria family Office in 2007 as Equity Analyst. 

Mr Gupta brings in the overall experience of 14 years in equity research and fund management. He is a qualified Chartered Accountant. In addition, he has also cleared CFA Level III.

Mr. Nilesh Shetty

Mr Shetty is the Associate Fund Manager- Equity at Quantum Mutual Fund AMC. He has been associated with the Company since 2009. Presently he manages an AUM of Rs.999cr across 4 schemes.

Mr Shetty brings in 14 years of experience in Research.  At Quantum Mutual Fund AMC he manages funds like –

• Quantum Long Term Equity Value Fund,
• Quantum Multi Asset Fund etc.

Prior to joining Quantum Mutual Fund AMC, he worked with –

• ICICI Bank (2003) – as an Officer
• Pranav Securities Private Limited (2004) – as Senior Manager Research
• Edelweiss Securities Ltd. (2007) – as Manager of Research

He is an MMS degree holder from Mumbai University. In addition, he has done his CFA and ACMA from CIMA UK. He has also completed his Masters in Management Studies (Finance) from Mumbai University.

Mr. Chirag Mehta

Mr Mehta is the Senior Fund Manager at Quantum Mutual Fund AMC. He has been associated with the Company since 2006. Currently. He manages an AUM of Rs.71cr invested in 5 schemes. Some of the schemes that he manages are –

• Quantum Equity Fund of Funds,
• Gold Fund,
• Quantum Multi Asset Fund, etc.

Prior to joining Quantum, Mr Mehta has worked with Kotak & Co. Ltd.and Federation of Indian Commodities Exchanges.

Mr Mehta is a B.Com degree holder from Mithibai College. In addition, he has also done his MMS from Mumbai University. He is also a Chartered Alternative Investment Analyst (CIAI).

It is pertinent to mention that Mr Mehta has ranked as the 4th best Fund Manager in the world by Citywire in 2017.

Mr. Hirendra Parekh

Mr Parekh is the Fund Manager and Dealer at Quantum Mutual Fund AMC. He has more than 26 years of experience in the financial service industry.

Prior to joining Quantum, Mr Parekh worked with UTI for 4 years and UTI securities Ltd. for 9 years.

Mr Parekh is a B.Com graduate. In addition, he has also done his Masters in Financial Management from Mumbai University.

Mr. Pankaj Pathak

Mr Pathak is the Fund Manager – Fixed Income at Quantum Mutual Fund AMC. He has an overall 14 years of experience in Fixed Income investment and Research. His association with Quantum Mutual Fund started in the year 2013.

Mr Pathak manages an AUM of Rs. 343cr invested in 7 schemes. He manages schemes such as Quantum Dynamic Bond Fund, Quantum Liquid Fund etc.

Prior to joining Quantum, he worked with Bank of Maharastra in 2009 as Interest Rate Trader. Later, he was promoted to Senior Manager of Foreign Exchange in 2013.

Mr Pathak holds a B.Sc degree from National Institute of Bank Management (NIBM). In addition, he is also a Chartered Financial Analyst (CFA).

Ms. Sheha Joshi

Ms Joshi is the Fund Manager – Fixed Income and Alternative Research at Quantum Mutual Fund AMC. She is associated with the Company since 2015. She possesses over 6 years of experience in economic, credit and quantitative research. 

Earlier she worked with Credit Capital research as Fixed Income Research Analyst.

Ms Joshi holds a PhD in Economics. In addition, she has also earned an M.A. in Economics from Gokhale Institute of Politics and Economics.

Ms. Ghazal Jain

Ms Jain is Associate Fund Manager at the Quantum AMC. She joined the fund house in 2019. She has more than four years of experience in finance and alternative investments (Gold, Asset Allocation, Personal Finance and investment allocation). Before joining Quantum, she was with Fox Education LLP and Bahubali Electronics Private Limited. She holds a BBA and also an MBA degree from Narsee Monjee Institute of Management Studies.

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