Mutual Funds

           

Online Investments & Portfolio Tracking


BIRLA SUN LIFE Mutual fund DSP Mutual Fund ICICI PRUDENTIAL HDFC Securities Axis Mutual Funds RELIANCE Mutual fund Religare Mutual fund

Disclaimer: Mutual Fund investments are subject to market risks. Read the Scheme Information Document and Statement of Additional Information carefully before investing.


For New Customers

Kindly download and fill up the Mutual Fund application form you choose to invest in and check the following requirements -

Mutual Fund applications forms and Transactions Slips are available in PDF Format in the Download Section for your use.

During the Mutual Fund application process, please apply for Internet PIN to tran-sact online by clicking the desired Mutual Fund links above.

All applicants including the second & third (if ANY) need to be KYC (Know Your Customer) compliant prior to applying.

For Existing Customers

Customers who have not applied for Internet PIN, kindly download and fill in the respective PIN application forms.

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  For KYC

To check your status, please click on KYC link above and enter your PAN Number.

Your status will be displayed as


* VERIFIED (with this status you can proceed with the submission of the application)
* IN PROGRESS (with this status you can proceed with the submission of the application)
* INVALID DATA (with this status you CANNOT submit your application as you are either not KYC compliant or your KYC application has been rejected, in either case a fresh KYC form needs to be completed.)

Incase your status displays INVALID DATA-

* The applicant needs to download the KYC form by clicking on the tab to your right or from the Downloads section, print and fill in all the details.
* In addition a latest passport size photograph of the applicant must be affixed on the top right hand corner of the form.
* Please ensure that while filling in the KYC application form, the Applicant’s name on the form must match the PAN Card and the address filled in the form should match the Addresss Proof submitted alongwith the form.
* The form must be signed at 2 places , across the photograph of the applicant and at the end of the application in the space provided.
* The application must be accompanied with Self Attested copies of the PAN Card and the Address Proof.