Make your savings work as hard as you do. In today’s fast-paced financial landscape, choosing the right mutual fund investment can be the deciding factor between stagnant wealth and long-term financial growth. At LexNex, we simplify the complexity of mutual funds and empower investors with expert guidance, transparent processes, and well-structured investment strategies tailored for both beginners and experienced investors.
Investing in mutual funds is one of the most reliable ways to build wealth steadily over time. Whether your goal is retirement planning, tax savings, emergency fund creation, or long-term capital appreciation, our team ensures you make informed decisions backed by research and regulatory clarity. We analyze market trends, risk tolerance, fund performance, and asset allocation to guide you toward the right choices. With LexNex, you can explore equity funds, debt funds, hybrid funds, ELSS, index funds, and more—each aligned with your financial profile.
Our mission is to make mutual fund investing accessible, efficient, and strategically beneficial so you can secure a stable financial future without confusion or risk of missteps.
Fill Up the below Mentioned Form
Step 1: Select the category of mutual fund you want to invest in
Step 2: Complete online KYC (PAN + Aadhaar verification)
Step 3: Submit income details and risk-profile information
Step 4: Choose between SIP (Systematic Investment Plan) or Lump Sum investment
Step 5: Link bank account and set up auto-debit (for SIP)
Step 6: Investment processed and units allotted under SEBI-regulated structure
This structured flow ensures every investor follows the SEBI-compliant mutual fund process for transparency and safety.
Receive a call from our AMFI registered ARM holder
Discuss mutual fund SIP and risk factor involved
You choose your SIP fund amount and frequencies
We will register your SIP in fund house
OTM mandate registered
SIP is ready to launch
Let LexNex manage the investment and wealth management while you focus on your business goals.
ID Proof
Address Proof
PAN Card of all Directors and Shareholders
Nominee Details
Bank account details (cancelled cheque or bank statement)
Mail ID & Phone number of investors.
Providing accurate documents ensures a smooth onboarding into the mutual fund investment system.
Years of wealth management expertise
Full transparency/disclosure
We help with equity, debt, hybrid, ELSS, index funds, and thematic funds.
Yes, SEBI-compliant KYC is compulsory.
SIP spreads investment monthly; a lump sum invests all at once.
Yes, except for lock-in funds like ELSS which have a 3-year lock-in.
Risk varies by fund type; we help match funds to your risk profile.
Yes, we guide investors toward ELSS and other tax-efficient strategies.
Absolutely. We specialize in guiding first-time investors.
Yes. We provide complete clarity on fees before you invest.
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LexNex. Connected. Trusted. Simplified.
At LexNex, we don’t just deliver services — we build partnerships. Let’s take the first step together.
Begin your startup journey with LexNex — built for growth, driven for success.journey with LexNex — built for growth, driven for success.
Disclaimer :
This website is privately operated and not affiliated with any government entity. We do not represent or are affiliated with, endorsed by, or in any way connected to any government body or department. The form provided is not for official registration purposes; rather, it’s designed to gather information from our clients to help us better understand their business or needs. By continuing to use this website, you acknowledge that we are a private company. We offer assistance based on customer requests, and the fees collected on this website are for consultancy services. We reserve the right to outsource cases/matters as deemed necessary. We are in the process of giving our brand a new name. Stay tuned for updates.
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