Mutual Funds – Direct investment through AMCs

Karthik

11 years ago

I am starting this topic to help investors willing to move to Direct investment mode, but not sure how to do. I assume, the investor is ‘KYC Verified’ by CVL / CAMSKRA. If that is not the case, please get your KYC done, first. Please feel free to add the process for any other fund house. (I am also posting this to yourbse.com )

Quantum Mutual Fund

Website: http://www.quantumamc.com

/* Quantum MFs are always DIRECT, even if you buy through a distributor. But, you can still save the transaction charges, by directly using Quantum’s website */

New investors (I dont have a Quantum folio number):

Can I Open a new folio online? – Yes

Need to walk-in to AMC Office? – No

Need to send any documents by Post? – No

Go to the below link, choose your fund, make the payment, Get an online login.

https://invest.quantumamc.com/onlinenew/OnlineTransactions/NewPurchaseSchemes.aspx

Existing investors (I already have a Quantum folio number)

Go to the below link, provide your existing folio details, get online login.

https://invest.quantumamc.com/onlinenew/General/NewRegister.aspx

Reliance Mutual Fund

Website: http://www.reliancemutual.com

New investors (I dont have a Reliance folio number):

Can I Open a new folio online? – Yes

Need to walk-in to AMC Office? – No

Need to send any documents by Post? – Yes

Please use the below link to make a first time investment in Reliance mutual fund.

https://converz.karvymfs.com/ReliancePOM/online/SchemesToPurchase.aspx

You will have to fill the form online (don’t forget to provide EMAIL address and MOBILE number), make online payment. Finally, print the form, attach PAN copy and send to Reliance AMC office by post.

Once you know the Folio number, use the below process to get online PIN.

Existing investors (I already have a Reliance folio number)

Please use the below link to get the PIN for online login

https://converz.karvymfs.com/ReliancePOM/online/ExistingUser.aspx

Once you get the login / password, login to the below link for direct investments: https://converz.karvymfs.com/relianceonline/Default.aspx

UTI Mutual Fund

Website: http://www.utimf.com

New investors (I dont have a UTI folio number):

Can I Open a new folio online? – Yes

Need to walk-in to AMC Office? – No

Need to send any documents by Post? – Yes

Go to the below link, choose your fund, Make the payment, Get an online login

https://online.utimf.com/NewPurchase/Schemes.aspx

Once you do that, you will get a document by email, which you have to sign, send it by post to Karvy office along with a copy of your PAN.

/* My suggestion is to send by Speedpost */

Existing investors (I already have a UTI folio number)

Provide your existing folio details in the below link, and get a login

https://online.utimf.com/General/Generatecredentials.aspx

/* The only drawback I see in UTIMF online is:

Once you create a SIP, you cannot cancel it online. You have to send a letter by post to the registrar office. Otherwise, you can do all kinds of transactions.*/

ICICI Prudential AMC

Website: http://www.icicipruamc.com

New investors (I dont have a ICICI folio number):

Can I Open a new folio online? – No

Need to walk-in to AMC Office? – No

Need to send any documents by Post? – Yes

Please fill an application form, attach Cheque, KYC verification copy and send by post. Wait for a week to get the folio number by email. Please don’t forget to provide your MOBILE number and EMAIL address in the application form.

Application forms: http://www.icicipruamc.com/mutual-fund-application-form.aspx

What has to be sent:

https://www.icicipruamc.com/InvOnline/STAT/HTML/Popups/pan/newinvestor_popup.htm

Once you get the folio number, follow the below process to get ICICI Pruamc online login.

Existing investors (I already have a ICICI folio number)

Please follow the process mentioned in the below link to get a online login for ICICIPruamc.com

https://www.icicipruamc.com/PruTracker/APP/ASPX/frmInstant-Online-Activation.aspx

If your email address is not registered in the ICICI Pru folio, please use below link first, to register your email id.

http://www.icicipruamc.com/asp/amc/alert/RegisterForEmail.asp

HDFC Fund

Website: http://www.hdfcfund.com

New investors (I dont have a HDFC folio number):

Can I Open a new folio online? – No

Directly walk-in to a HDFC Bank or HDFC AMC office or CAMS office, make a first minimum investment in a HDFC fund you prefer. Along with the documentation, ensure that you provide your MOBILE number and EMAIL address.

Or, If you know a broker / distributor (or have a demat account), make a first minimum investment in a HDFC fund you prefer.

The above step is to first get a Folio number, so that you can start investing directly through hdfcfund.com

Existing investors (I already have a HDFC folio number)

If you also have a HPIN, directly login to the below link for direct investments: https://investor.hdfcfund.com/mfonline/

If you don’t have a HPIN,

Please fill the below form and send it to CAMS office by Post. Please provide your email address also (if the email address is not already registered with the folio). You will receive the HPIN through email. Using the HPIN, you can start using hdfcfund.com online.

HPIN request form:

http://www.hdfcfund.com/CMT/Upload/ArticleAttachments/New_E_services_form_after_rectifications_form.pdf

CAMS office Address:

http://www.camsonline.com/network.html

SBI Mutual Fund

Website: http://www.sbimf.com

New investors (I dont have a SBI MF folio number):

Can I Open a new folio online? – No

Directly walk-in to CAMS Office or SBI MF AMC office, make a first minimum investment in a fund you prefer. Along with the documentation, ensure that you provide your MOBILE number and EMAIL address.

Or, If you know a broker / distributor (or have a demat account), make a first minimum investment in a SBI fund you prefer.

The above step is to first get a Folio number, so that you can start investing directly through sbimf.com

Existing investors (I already have a SBI MF folio number)

Please use the below link to get the user id / password

https://www.sbimf.com/INVESTORCENTER/aspx/frmInvestorRegistration1.aspx

Once you get the login / password, login to the below link for direct investments: https://www.sbimf.com/INVESTORCENTER/ASPX/frmlogin.aspx

Kotak Mutual Fund

Website: http://www.kotakmutual.com/

New investors (I dont have a Kotak folio number):

Can I Open a new folio online? – No

Directly walk-in to CAMS office, make a first minimum investment in a Kotak fund you prefer. Along with the documentation, also submit a online PIN request form, that will help you to directly login to kotak mutual website.

Or, If you know a broker / distributor (or have a demat account), make a first minimum investment to get a folio number and follow the below process for existing folio.

Existing investors (I already have a Kotak folio number)

If you also have a PIN, directly login to the below link for direct investments:

https://www.kotakmutual.com/KAMCWebClient/login.do

If you don’t have a PIN,

Please fill the below form and send it to CAMS office by Post. You will receive the PIN through Post. Using the PIN, you can start investing online.

PIN request form:

http://www.kotakmutual.com/kmw/downloads/Internet.pdf

CAMS office Address:

http://www.camsonline.com/network.html