Help needed in filling up the application form for mutual funds ?

POSTED BY RahulMalhotra ON April 23, 2014 2:03 pm COMMENTS (3)

I want to invest in Mutual funds with DIRECT option, is there anybody who can help me to fill the application form ? Terminology or columns are new and I need help for the first time.

Trying for Franklin BlueChip fund.

3 replies on this article “Help needed in filling up the application form for mutual funds ?”

  1. ashalanshu says:

    Dear Rahul, You may visit to the MFs office in your city or RTA (CAMS or Karvy) to fill the form and submit it there. Nothing wrong in asking. Please keep asking here. this forum is meant for such queries.

    I said debt fund to avoid exit load. As once the online investing is activated, you can move on to direct funds.

    Thanks

    Ashal

  2. ashalanshu says:

    Dear Rahul, why not take help of customer care staff of franklin? Better option – Please invest 5K Rs. in a debt (liquid) fund in Franklin with a broker (even your bank). Once folio no. is allotted, ask for online transaction for direct investment.

    Thanks

    Ashal

    1. RahulMalhotra says:

      Thanks for your guidance Ashal.

      I will call the customer care, good pointer. May be this is the way most of the first timer go ahead.

      “Please invest 5K Rs. in a debt (liquid) fund in Franklin with a broker (even your bank)” – 1. Will it make the application procedure easier? (going via let’s say ICICI direct ; first going with ‘regular’ MF and then converting it to DIRECT). 2. Why debt fund ? I was thinking for equity.

      Sorry if anything confusing I say, MF/financial things are new to me. Savings/investments I have been doing so far are PF/PPF/FD/RD/Insurance.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Download Our FREE Ebook!

Available only for first 100 people today

Download Our FREE Ebook!

Available only for first 100 people today