Steps for Online Investment in Mutual Funds
Complete KYC (Know Your Customer)
Ensure your KYC is completed using PAN, Aadhaar, mobile number, and email ID.
KYC is mandatory before investing in mutual funds.
Choose an Investment Platform
You can invest through:
AMC (Asset Management Company) websites
Online investment platforms
Registered mutual fund distributors or advisors
Create/Login to Your Account
Register using your PAN, mobile number, and email ID.
Complete any required verification process.
Select the Mutual Fund Scheme
Choose a scheme based on your financial goals, risk appetite, and investment horizon.
Review the scheme’s objective, past performance, and risk factors.
Choose Investment Mode
Lump Sum: Invest a one-time amount.
SIP (Systematic Investment Plan): Invest a fixed amount regularly (monthly, quarterly, etc.).
Enter Investment Details
Specify the investment amount.
Select the folio (if existing) or create a new folio.
Add Bank Details
Link your bank account for investments and future redemptions.
Verify bank details if required.
Complete Payment
Make payment through Net Banking, UPI, Debit Mandate, or other available modes.
Confirm Transaction
Review all details carefully and submit the transaction.
You will receive an acknowledgment via email and SMS.
