Established in March 2011, Union Mutual Fund was conceptualised to provide effective & diligent asset management services to investors. Devoted to developing a culture of synergetic growth, we are committed to serving investors by uniting our strengths & the faith of our partners towards wealth creation in the long term.

At Union Mutual Fund, we have evolved our investment processes through diligent partnerships, market intelligence, & consolidated domain expertise. Our strong belief in empowering our investors & distributors to create true wealth opportunities is what drives our commitment to consistent evolution. As an AMC, we are fortifying our role in the investment journey of our investors through financial literacy, financial adequacy, & financial integrity as achievable milestones. Creating a culture of authenticity, transparency, & responsible investing, we are inspired by a vision of financial autonomy & independence for a progressive India.

Banking

Investment Management

Union Mutual Fund

Union Mutual Fund's headquarters in Mumbai, India

The Relationship Management Team at Union Mutual Fund is dedicated to fostering and nurturing long-term relationships with investors and partners. This team is responsible for understanding client needs, offering tailored investment solutions, and ensuring superior service delivery. They also play a crucial role in promoting financial literacy and guidance, helping clients achieve their wealth creation goals through personalized support and expertise.

Relationship Management Team

This department focuses on managing and nurturing relationships with clients to ensure satisfaction and drive business growth.

Client Relations

The Leadership Team at Union Mutual Fund is responsible for steering the company towards long-term growth and success. This team sets strategic directions, oversees key departmental functions including IT, sales, marketing, finance, and operations, and ensures consistent alignment with the company’s vision of financial literacy, adequacy, and integrity. Together, they drive initiatives to enhance investor engagement, market presence, and operational excellence while fostering a culture of authenticity and transparency.

Leadership Team

This department oversees and coordinates the various managerial functions within the organization to ensure alignment and efficiency.

Management Office

This department focuses on building and maintaining relationships with institutional clients to facilitate sales of financial products.

Institutional Sales

The Investment Management Team at Union Mutual Fund is responsible for the strategic allocation of assets and the active management of portfolios to achieve long-term wealth creation for investors. This team leverages market intelligence, domain expertise, and a disciplined investment process to make informed decisions across fixed income and equity markets. By fostering a culture of authenticity and responsible investing, they ensure the alignment of investment strategies with the financial goals and values of their clients.

��

People (6)

Jobs (0)

Other teams

Client Relations

Leadership Team

Management Office

Institutional Sales

Investment Management Team

��������

People (6)

Jobs (0)

Other teams

Client Relations

Leadership Team

Management Office

Institutional Sales

Investment Management Team

��