SERVICES FOR YOUR OLD MUTUAL FUND FOLIOS Over the years many Mutual Fund schemes have been merged with other schemes/ been renamed / discontinued / changed investment mandate and so on. In addition, certain procedures have been introduced / modified. You can avail of our services for the following: 1. Updating the PAN & KYC 2. Changing / updating the existing bank details mentioned in the statement 3. Encashing Mutual Fund Units 4. Changing/Adding a Nominee 5. Transferring the units to 2nd holder / Nominee due to death of the 1st Holder 6. Seek advice on the suitability of the scheme for you in present circumstances 7. Transferring the units to a different scheme more suitable for you |