How to Invest in Mutual Fund?
Invest Online :
- New Investor without IPIN
- >Please note that this facility is available only for Resident & Non Resident Individual Investor to subscribe in the schemes of RMF.
Invest Offline:
- Documents required to be submitted by the investor to subscribe in any scheme of RMF:
- >Duly filled in Common Application Form. To download the Common Application Form
- >Documents to be submitted depending on the Tax Status (Investor Category)
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- Resident / Non-Resident Individual Investor
- >PAN Copy
- >KYC Acknowledgement Copy irrespective of the investment amount
- HUF (Hindu Undivided Family)
- >PAN Copy of the HUF
- >KYC Acknowledgement Copy irrespective of the investment amount
- >HUF Stamp required on the Application Form
- Companies/Body Corporate
- >Certified copy of the Board Resolution authorizing investments/ disinvestments in Mutual Funds Schemes, certified by the Company Secretary / Authorized Signatory
- >List containing names and signatures of the signatories, authorized as per the above Board Resolution, duly attested by the bankers/ Company Secretary on the Company's letterhead
- >Copy of the Memorandum and Articles of Association of the Company duly attested by the Company Secretary or any other authorized signatory
- >Other relevant documents governing the statute (in case of Body Corporate not covered under the Companies Act, 1956)
- >PAN Copy
- >KYC Acknowledgement Copy irrespective of the investment amount
- Partnership Firms
- >Copy of the Partnership Deed duly attested by any of the partners
- >Signatures of the partners attested by their bankers
- >Copy of the Resolution, signed by the partners, authorizing investments/ disinvestments in the Fund and corresponding operational procedures
- >PAN Copy
- >KYC Acknowledgement Copy irrespective of the investment amount
- Trusts
- >Copy of the Trust Deed attested by the Trustees/ Secretary
- >Copy of the Resolution passed by the Trustees authorizing investments/ disinvestments in Mutual Fund Schemes, duly certified by the Trustees/ Secretary
- >List of Trustees and signatures, authorized as per the above resolution, duly attested by the bankers/ Secretary of the Trust on the Trust's letterhead
- >PAN Copy
- >KYC Acknowledgement Copy irrespective of the investment amount
- Co-operative Societies
- >Copy of the Registration Certificate attested by the Secretary/ office bearer of the society
- >Copy of the Resolution authorizing investments/ disinvestments in the Fund and corresponding operational procedures, duly attested by the Secretary/ office bearer of the society
- >List of members and their signatures, attested by the bankers
- >PAN Copy
- >KYC Acknowledgement Copy irrespective of the investment amount
- Any of the below (Payment instrument to be issued in favor of the scheme in which the investment needs to be made)
- Local cheque
- Payable at par cheque
A demand draft payable locally
* Please note that the application is liable for rejection if any of the above documents are not provided along with duly filled in Application Form
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