Mutual Funds in Demat Account

“Change” :  “Winners” change when they see the light, “Losers” when they feel the heat.

Presenting Trading & Demat A/c facility to transact Easy, Accurate, and Convenient.

Mutual Funds (MF) & Equity on Exchange Platform

 

NO Physical Application.

NO Multiple Cheques.

NO Multiple Signatures.

NO Additional Documents.

NO Demat Account opening Charges.

 

 

 

Benefit of Demat for MF & Shares

1. Control over Portfolio.

2. Helps to use Liquid Fund instead of parking amount in Savings A/c

3. Auto Asset Allocation Facility: (Equity  and Debt Allocation)

4. Auto Rebalancing Facility. (From Equity to Debt / Debt to Equity)

5. Instant Transaction – Purchase, SIP, Redemption, Switch & STP, SWP

6. Switches inter Mutual Fund Companies & Scheme.

7. Transaction through: Debit Card, Multiple Bank, Call & Transact, Mobile, SMS

8. Helps to procure loan on mutual funds held in demat a/c.

9. Centralize Customer Care unit for instant query solution

10. No filling of physical application forms, signature mismatch forms

11. Saves time, cost and efforts.

12. Convenient of holding all MFs and other investments in a single account.

13. Existing physical MFs /shares can be converted in to the Demat./Remat.

14. Consolidated statement for all MF, Shares along with other investments.

15. Simple and uncomplicated process to transfer units to nominee.

16. Multiple transactions against a single payment

17. Auto Credit of dividends / Redemption via ECS/NEFT in selected bank a/c 

  1. No Account opening charges.
  2. No Deposit
  3. No Fixed Timing.
  4. Link to your existing bank account.
  5. Online Investment Facility
  6. Use across Geographies
  7. Instant alerts on registered email/Mobile
  8. Easy Mode of transaction online & offline
  9. Single Point Contact for any change in personal details viz. change of Address, Bank details, nominee, e-mail, mobile etc.
  10. Takes less than a minute to complete a transaction.

  • Valuation Report (Various Types of Views)
  • Wealth Report (All Products like FD, Bonds, Shares, MFs, Insurance, PPF)
  • Transaction Report
  • SIP Valuation Report
  • P&L Report
  • AMC Exposure Report
  • Sector Exposure Report
  • Equity Holding
  • Dividend History
  • Daily MF Tracker
  • Monthly Performance Report
  • Quarterly Fact Sheet
  • Online DEMAT Transaction & Portfolio report.

  1. Individual
  2. Minor represented by a Guardian
  3. HUF
  4. Proprietorship firm
  5. Companies
  6. Registered Trust
  7. Societies

  1. Recent Passport size Photograph
  2. PAN Card Copy (Self Attested)
  3. Address Proof (Self Attested)
  4. 3 Cancelled Cheques of Primary Holder.
  5. Fill up and send Basic Information Form. Click here to download Basic Information Form.

Contact on : +91-9822403407 / +91-9371011297

 

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