We want SIP to get auto debited from your account for your to approve you need ACH form.
Once we approve your forms we send one separate email to you in which we send sample forms. You can refer to sample forms, the sample forms helps you to understand where you need to sign. Also, the number of copies are mentioned in the mail for your clarity.
No, you do not need to fill any information on documents. All documents are pre filled already and there are some blank forms which needs only your signature.
If you are KYC compliant it may take 4-6 Days for your MF account to get active if you are not KYC compliant it may take 20-30 Days. We keep you posted about your status once we submit your documents.
We are not opening any demat account, the documentation is to help you start your mutual fund investments using your normal savings account.
Once we gets your documents will intimate you about documents receipt and design one portfolio for you and will email it you.we will also set up a call with you to make you understand your portfolio.
There are some fixed dates depends on AMC like 1,7,10,14...etc. you have to choose the dates according to that AMC.
For initial 2 months, we need to punch your order from our end as per discussed funds and send you the payment link for the same.The link will redirect you to your internet banking and you can make payment form there..
For some international banks like CITI, HSBC, Standard Chartered you need to pay via NEFT/RTGS transaction.For that also you will receive a payment link in which you have to paste UTR no of transaction done by you.
Yes you can change the date in future as per options available in that AMC.
Yes you can invest manually through our portfolio tracker or you can inform us for the same.
Yes you have to inform for that to us.we will do the set up and guide you.
No, you can redeem your SIP money anytime(Only ELSS SIPs will be lock for 3 Years)