We are pleased to introduce our latest online platform which facilitates subscription, Portfolio Returns, Capital gain, Allocation analysis report. as well as online transaction in Mutual Fund schemes.
This platform support financial transactions such as:
Purchase ( NFO, Fresh purchase, additional subscription)
Redemptions
Systematic Transaction ( SIP , STP, SWP )
Switch Transactions
Please check your KYC Status ( If your KYC status not update after 1.1.2012, Please resubmit CKYC form with documents )
Enablement / registration Process for online services:
KYC Compliant Investor
Please found below mentioned form and fill the required fields and send to us for registration.
Registration Form - NSE Form | Mandate Form
Document required for Registration for Online Transaction:
One Cancelled Cheque
Copy of PAN Card – Self attested
Filled and Signed Registration form
Non KYC Compliant Investor
Please find below mentioned form and fill the required fields and send to us for registration.
CKYC Form
Registration Form - NSE Form | Mandate Form
Documents required for CKYC:
One photo
Aadhar card – for residence proof (with Self Attested copy)
PAN Card – For person Identification (With Self Attested copy)
Document required for Registration for Online Transactions:
One cancelled Cheque
Filled and Signed Registration form