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