There are 2 ways in which you avail of this facility in the logged-in section.
- Only Registration for a future dated SIP. No initial payment.
- First SIP installment payment immediately through internet banking/ Debit Card + Online Registration for the subsequent SIP installments.
No lead time
Instant registration with facility to check status of registration
Instant cancellation with facility to check status of registration, no documentation required. Cancellations even for offline SIP/ SWP/ STP registrations.
Additional purchase transactions have been allowed using the PAN and Folio combination. No registration required. Even investors (Resident and NRI Individuals) who have not registered their mobile nos. and emails ids in the folio, can avail this facility.
Facility to map all folios to a single username based on the PAN of the first holder, including zero balance folios.
Option has been provided to schedule email statement at frequency which you require on the date which you desire. Follow this link in the logged-in section – Account Transactions>Account Statement>Transaction Report>Subscribe for e-statements.
We have introduced OTP based login for folio based transactions on the website. Just by entering the Folio, PAN number and the OTP which is sent to registered email or Mobile (as per investor’s preference) investor can now undertake financial transactions like Additional Purchase, Redemption, Switch, SWP, STP, PE-STP. No pre-registration will be required.
We have partnered with CAMS in an industry vide initiative which will benefit investors in all CAMS serviced Mutual Funds. Investors need to register a ACH mandate/ One time mandate-OTM at a PAN level. Post successful registration, investor can make purchases (Lumpsum and SIP), through all modes (physical, SMS, phone and online), without using internet banking or issuing any cheques. Investments can be done in any scheme across folios, subject to limits specified in the OTM.