Create Mutual Fund Account
A secure, transparent, and seamless onboarding experience designed for every investor.
Open An Online Mutual Fund Investment Account. 🤝
Mutual Fund - Regular
Remunerated directly by AMCs via standard Mutual Fund Regular Plan expense ratios.
- Financial Assessment
- Retirement & Child Future Assessment
- Portfolio Monitoring & Review
- The Right Investment Mix
- Unbiased Fund Selection
Zero Fees
*Distributor commissions are subject to the commission structure prescribed by the respective Asset Management Company (AMC) and applicable SEBI regulations and AMFI guidelines, as amended from time to time.
Client Registration & Onboarding. 🤝
- PAN CARD
- AADHAR CARD
- BANK DETAILS
(CANCEL CHECK) - MOBILE NUMBER
- EMAIL-ID
- BIRTH PLACE DETAILS
(CITY, TALUKA, DISTRICT, COUNTRY) - TAX STATUS
(INDIA OR OTHER THAN INDIA) - INCOME SLAB
(AS PER YOUR LAST ITR) - YOUR JOB DESIGNATION
- YOUR EMPLOYEEMENT DETAILS
(GOVERNMENT / PRIVATE SECTOR) - MARITAL STATUS
-
NOMINEE DETAILS
- NOMINEE NAME
- RELATIONSHIP WITH NOMINEE
- NOMINEE - AADHAR CARD / PAN CARD
- NOMINEE MOBILE NUMBER & EMAIL-ID
Online Registration & Onboardig Process
“Understanding Your Goals. Building the Right Investment Approach.”
“Understanding your risk preferences and investment objectives to support informed investment decisions.”
“Upload or provide the required documents through the designated submission channel for verification and onboarding.”
“Complete your registration online and take the next step towards a seamless investment journey.”
“Review the investment details carefully and confirm your decision before proceeding.”
Regulatory & Investor Protection Note:
Investors are required to provide accurate and complete information and complete the applicable KYC and verification requirements before investing.
Mutual fund investments are subject to market risks. Investors should read all scheme-related documents carefully before making an investment decision.
The completion of onboarding does not constitute any assurance or guarantee of returns. Any investment decision remains the responsibility of the investor and is subject to the applicable scheme terms, disclosures, and regulatory requirements.
Frequently Asked Questions 💬
Is opening a mutual fund account with us completely paperless?
Yes, our onboarding process is 100% digital, paperless, and online. You can complete your account creation and KYC verification within minutes.
Are there any charges for opening an online mutual fund account?
No, opening an online mutual fund account through us is completely free of charge for investors.
Will I get guidance for selecting mutual fund schemes?
Yes! You get dedicated assistance from an AMFI-registered mutual fund distributor (ARN-302745) to help map your SIPs and structure your investments according to your financial goals.
Do you charge any fee from investors?
No. We do not charge investors any fee for our mutual fund distribution services.
How do you earn from mutual fund distribution?
Where applicable, distributor commissions are paid by the respective Asset Management Companies (AMCs) in accordance with applicable SEBI and AMFI regulations.
Will I pay any extra amount if I invest through you?
No separate fee is charged by us for our mutual fund distribution services. Investments are made at the applicable Net Asset Value (NAV), subject to the scheme's terms and regulatory provisions.
Can distributor commissions vary across mutual fund schemes?
Yes. Distributor commissions may differ across Asset Management Companies (AMCs), schemes, and plan types, subject to applicable regulations.
Can I ask for information about your commission?
Yes. We believe in transparent communication and provide commission-related information as required under applicable regulations.