Fidelity Investment in India

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About Fidelity Investment

Fidelity Investment is the largest mutual fund company in the world founded in the year 1946. Fidelity Investment offers a huge range of mutual funds investment advisors, distributors besides providing discount brokerage services, wealth management services, retirement services, securities execution and clearance, life insurance and several other services. Fidelity investment has been investing in India for its worldwide customers for more than ten years now.

The Fidelity Investment arm in India was launched in the year 2005. Named FIL Fund Management Private Limited, the company launched its first mutual fund scheme Fidelity Equity Fund, which is a diversified fund investing across cap sizes and sectors.

Fidelity Investment Online Services

Fidelity Investment offers its clients online investment facility. The availability of this facility ensures that customers can sit in the comfort of their home and just by having access to an internet enabled computer, they can invest their money. For this, customers will have to register online and obtain the username and password from the Fidelity Investment website. Registered customers can invest instantly and pay the money from any bank. For Fidelity Investment in India, this service is available only to resident citizens and NRIs.

The offline investment facilities are also very simple. Customers can download the form from the website, print the application form and then fill it up. Parents or guardians will have to complete the formalities on behalf of a minor investor. Next they need to attach the Cheque/DD for the investment amount and send it to Fidelity.

Funds of Fidelity Investment

  • Fidelity Cash Fund
  • Fidelity Flexi Bond Fund
  • Fidelity Ultra Short Term Debt Fund
  • Fidelity Flexi Gilt Fund
  • Fidelity India Special Situations Fund
  • Fidelity International Opportunities Fund
  • Fidelity India Growth Fund
  • Fidelity India Value Fund
  • Fidelity WealthBuilder Fund
  • Fidelity Equity Fund
  • Fidelity Tax Advantage Fund
Innovative Marketing

Fidelity Investment has tried their hands in various innovative marketing techniques; one of them was targeted towards the ageing baby boomers. Under this, the company recently released Never Stop Doing What You Love, a compilation of songs by Paul McCartney. The album is not for sale and was created by the company's employees and clients. The former Beatle band member became Fidelity's new spokesperson in a campaign entitled 'this is Paul' in the year 2005. On the day when the disc was released the employees got a recorded message from Paul that urged them to 'never stop doing what you love'.

Fidelity Investment Worldwide

  • Bahamas
  • Bermuda
  • Cayman Islands
  • Chile
  • Offshore Canada
  • Offshore USA
  • Austria
  • Italy
  • Finland
  • France
  • Germany
  • Luxembourg
  • Malta
  • Netherlands
  • Norway
  • Portugal
  • Spain
  • Sweden
  • Switzerland
  • Turkey
  • UK
Asia Pacific
  • Australia
  • Hong Kong
  • India
  • Japan
  • Korea
  • Singapore
  • Taiwan
  • Bahrain
  • Lebanon
  • Oman
  • Qatar
  • Saudi Arabia
  • UAE
  • South Africa
Fidelity Investment Award and Recognition

Fidelity Tax Advantage Fund was the lone scheme that won the CNBC TV18 - CRISIL Mutual Fund of the Year Award in the Equity Linked Saving Schemes. This award is based on consistent performance of the scheme in the four quarterly CRISIL CPR rankings released during the calendar year 2008. The Fidelity Tax Advantage Fund has been graded as a Seven Star Fund in the group of Open Ended Equity Linked Savings Scheme (ELSS) based on its one year performance till December 2008. Fidelity International Opportunities Fund was ranked as a Five Star Fund in the category of 'Open Ended Diversified Equity - Aggressive' schemes on its 1 year performance till December 2008.

Registered Office Address

FIL Fund Management Private Limited
56, 5th Floor, Maker Chambers VI
220, Nariman Point, Mumbai - 400 021
Tel: 91 22 6655 4000
Fax: 91 22 6655 4200

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