I once thought saving monthly was enough, but without a plan, I was drifting. Estafin Investments understood my goals and created a personalized plan suited to my income and risk profile. Now, I’m not just saving, I’m building a secure financial future.
Before Estafin Investments, my finances felt scattered. I was saving but without direction. As a working woman managing career and family, I needed clarity — and Estafin’s goal-based approach gave me that. Their team understood my goals and built a clear, step-by-step plan tailored to my needs
I’ve known Prakash Yalavatti since 2016, and he’s been more than a financial advisor — a trusted guide. With his clear and practical advice, I confidently purchased a home worth ₹1.5 crore. His constant support and personalized planning made every step smooth. I’m truly grateful for his guidance in helping us achieve our financial goals
Pledge Your Funds. Fund Your Needs.
Need quick funds but don’t want to break your investments? At EstaFin, our team helps you access loan facilities by pledging your mutual fund units, so your wealth keeps growing while your needs are met.
How Does it Work?
You pledge your existing mutual fund units to get a loan from partnered banks/NBFCs. Your investments stay intact, and you pay interest only on the amount used.
Why Consider a Loan Against Mutual Fund?
- Quick processing (24–72 hours)
- Lower interest rates than personal loans
- Retain your investment growth
- No credit score impact for inquiries
- Ideal for short-term liquidity needs
How EstaFin Assists You?
Step 1: Fund Portfolio CheckWe assess whether your funds are eligible for a pledge with partnered lenders.
Step 2: Lender MatchmakingWe connect you to lenders offering the best interest rates and terms.
Step 3: Documentation & Lien MarkingOur team handles KYC, lien creation, and end-to-end loan processing.
Step 4: Loan Disbursement & MonitoringFunds get credited to your account. We assist in tracking limits, interest payments, and closure.
Ideal for
- Professionals with temporary cash flow needs
- Business owners needing short-term working capital
- Investors with emergency medical, education or travel costs
- Anyone who doesn’t want to redeem their MF portfolio
Why Choose EstaFin
- Tie-ups with trusted lenders
- Low interest rate negotiation
- Seamless process handling
- Protect your long-term wealth while managing short-term needs