Welcome to the MF Central user guide, designed to help you navigate and make the most of this platform.
In this presentation, we will walk you through the process of using MF Central to invest in mutual funds.
Step 1: Registration:-
- Start by visiting the MF Central website or downloading our mobile app.
- Click on the “Register” button to create a new account.
- Provide the required information, including your name, email address, and password.
Follow the verification process to activate your account with 5 security questions
After submitting the above two factor authentication you will get the activation email from MfCentral, once you received that email and click on activation link, your MFCentral account will be activated.
Step 2: Account Setup
Once your account is active, log in using your credentials.
Complete your profile by entering personal details, such as your contact information and investor preferences.
Default Set up security measures, such as two-factor authentication, for added account protection.
After login check your unregistered folios :-
Portfolio Management:- Access your portfolio by clicking on the “My Portfolio” or “View Investments” section.
Track the performance of your invested funds, view asset allocation, and monitor gains/losses.
Explore the portfolio analysis tools to gain insights into your investments and make informed decisions.
Transaction Management: Manage your transactions by visiting the “Transactions” or “My Orders” section.
Sell or redeem your investments, switch between funds, or set up systematic investment plans (SIPs).
Follow the on-screen instructions to complete the desired transaction.
Service Request :- Using this tab you can add or modify the following details.
*Note:- For security reasons, service requests will only be accepted for Folios registered with MFCentral.
Track status :- Using this tab you can track your “service request” and “transaction status”
CAS (consolidated Account Statements):- Using this tab you can view or download detailed and summary of CAS.
Support and Assistance:- In case of any questions or issues, reach out to the MF Central support team.
Contact details can be found on the website or within the mobile app.
Our dedicated team is available to assist you with your queries and provide guidance whenever needed.
You now have a better understanding of how to use MF Central for mutual fund investments.
Thankyou!
Mutual Globe