Grow your wealth with confidence. Smart investing starts here.
Mutual Fund Services by LexNex. 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.
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Strategic Wealth Building Explore equity, debt, hybrid, ELSS, and index funds aligned with your profile.
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Fill out the form below and our financial experts will guide you.
Our MFD Partner
Official Mutual Fund Distributor (ARN-328697)
AMFI/SEBI Flow Process
This structured flow ensures every investor follows the SEBI-compliant process for transparency and safety.
Select Category
Select the specific category of mutual fund you want to invest in.
Complete Online KYC
Complete secure online KYC through PAN and Aadhaar verification.
Risk Profiling
Submit income details and necessary risk-profile information.
Choose Investment Type
Choose between SIP (Systematic Investment Plan) or Lump Sum investment.
Setup Auto-Debit
Link your bank account and set up the OTM auto-debit (for SIPs).
Units Allotted
Investment processed and units allotted under a strictly SEBI-regulated structure.
How We Work at LexNex
We make mutual fund investing accessible, efficient, and strategically beneficial.
Consultation Call
Receive a call from our AMFI registered ARM holder to discuss your financial goals.
Risk & Strategy Discussion
Discuss the mutual fund SIP options and thoroughly analyze the risk factors involved.
Customize Your SIP
You comfortably choose your SIP fund amount and investment frequencies.
Fund House Registration
We will handle the process to officially register your SIP with the chosen fund house.
OTM Mandate
Your One Time Mandate (OTM) is securely registered with your bank.
SIP Launched
Your Systematic Investment Plan is ready to launch, securing your financial future.
Documents Required
Providing accurate documents ensures a smooth onboarding into the mutual fund investment system.
KYC & Personal Documents
- ID Proof
- Address Proof
- PAN Card of all Directors and Shareholders
Financial & Contact Details
- Nominee Details
- Bank Account Details (Cancelled cheque or bank statement)
- Valid Mail ID & Phone Number of Investors
Why Choose Us?
Empowering investors with expert guidance and transparent processes.
Wealth Management Expertise
Years of dedicated wealth management and financial expertise.
Full Transparency
Complete disclosure of processes, risks, and regulatory compliance.
Experienced Team
Backed by a professional team of CAs, CSs, and Financial Advisors.
Accurate Monitoring
Continuous and accurate monitoring of your mutual fund portfolio.
Expert Advisory
Personalized advisory to align investments with your financial goals.
Frequently Asked Questions
Everything you need to know about investing in Mutual Funds.