• Provision for new registration : New users can enter all personal details online.
• POA can be downloaded , printed and couriered with PAN Card details
• On confirmation user can Buy & Sell MF Units online thru the portal

Online Process

• Registered users can log into the portal and browse thru the various information provided pertaining to various Mutual Funds
• Once user has selected which Fund to buy or sell, he/she can specify the details of amount,unit etc and submit
• Users ledger balance will be first checked, if there is a balance in case of a buy, the transaction will take place and a confirmation will be given to the user
• In case of shortage of balance, user will be redirected to the payment gateway
• User can then login with their internet banking userid and pwd with the respective bank and transfer funds accordingly.

The Prerequisites required for Mutual fund online

• AMFI Certified Mutual Fund Distributor
• Clearance from AMC's to be an online channel partner (Legal Clearance)
• Should fulfill AMC's KYC & Compliance norms
• Web Presence for Sourcing & authenticating Customers
• Online Registration of Customers - Issuance of User Id & Password
• Payment Gateway tie up