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Am I eligible to invest?

To know if you are eligible to invest please check if you belong to either of the below category The following persons (subject, wherever relevant, to purchase of units being permitted under their respective constitutions and relevant State regulations) are eligible to subscribe to the units in the schemes of Reliance Mutual Fund:
 
  • Resident Indian Adult Individuals, either s ingle or jointly (not exceeding three)
  • Non-Resident Indians, Persons of Indian Origin abroad
  • Foreign Institutional Investors (registered with SEBI)*, on a full repatriation/non repatriation basis
  • Parents / Lawful guardians on behalf of Minors
  • Hindu Undivided Families (HUFs) in the sole name of the Karta
  • Companies (including Public Sector Undertakings), Bodies Corporate, Association of Persons, Body of Individuals and Co-operative Societies
  • Banks (including Regional Rural Banks) and Financial Institutions
  • Religious and Charitable Trusts (through Trustees), Private Trusts authorized to invest in Mutual Fund schemes under their Trust Deeds
  • Special Purpose Vehicles (SPVs) approved by appropriate authority (subject to RBI approval)
  • International Multilateral Agencies approved by the Government of India
  • Army/Navy/Air Force, Para Military Units and other eligible institutions
  • Unincorporated body of persons as may be accepted by RCTC
  • Partnership Firms
  • Scientific and Industrial Research Organizations

How to Invest?

Invest Online

New investor without IPIN click here
  • 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 click here
  • Documents to be submitted depending on the Tax Status (Investor Category)
    • 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.