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ONLINE TRANSACTIONS!! Transaction with Ease… Anytime, Anywhere!!!

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Presentation on theme: "ONLINE TRANSACTIONS!! Transaction with Ease… Anytime, Anywhere!!!"— Presentation transcript:

1 ONLINE TRANSACTIONS!! Transaction with Ease… Anytime, Anywhere!!!

2 Transaction with PIN

3 Eligibility and Scope Eligibility: – This service is available only to our Existing Investors. – All the investors should be KYC compliant. – The PAN under the Folio should be updated with KYC status. Scope: – Transactions can be carried out in all our funds except Cash Management For FAQs Click here:

4 Online Transaction Homepage Click the With PIN Link

5 Log In Enter the login details Once the login details are entered you will be directed to your profile page

6 Profile Page Here how the profile page will look like.

7 Transaction Page Once you are on profile page here how you can transact. Step 1: Click the Transaction link to transact. There are three types of transaction you can do. 1.Purchase / Additional Purchase 2.Redemption 3.Switch Step 2: Select the transaction you want to do.

8 Purchase / Additional Purchase Transactions Once you choose Purchase / Additional Purchase, screen with details of Guidelines about Online transaction and Risk factors will appear Accept the terms and conditions and click the Continue button.

9 PIN Gateway Enter your secret PIN and click Submit.

10 Purchase Transaction Page For additional purchase click on GO under the additional purchase tab For fresh purchase you can scroll through the available list of schemes in the Invest in New Scheme and Plan and click GO in front of scheme you want to invest.

11 Purchase Transaction Details Step1: Enter the transaction amount Step 2: Enter the broker details, if any. If not selected the investment will go in direct plan. Step 3: Select the Bank for fund transfer Step 4: Accept the terms and conditions Step 5: Click the submit button Then you will be directed to payment module. The respective Bank will authorizes the payment and on successful payment the purchase transaction will get executed.

12 Redemption Transactions Enter your secret PIN and click Submit. Once you choose Redemption link from your profile page, following screen will appear

13 Homepage - Redemption Screen with details of your existing schemes available for redemption will appear. Click on GO in front of the scheme you wish to redeem.

14 Redemption Transaction Details Step 1: Enter the redemption details Step 2: Accept the terms and conditions Step 3: Click the submit button. After you click submit button, the redemption transaction will be executed once you

15 Switch Transactions Enter your secret PIN and click Submit. Once you choose Switch link from your profile page, following screen will appear

16 Homepage - Switch Once you enter the switch menu, list of the schemes available for switch will appear. Step 1: Select the scheme you wish to switch Step 2: Select the asset class option you wish to switch into and click View tab.

17 Homepage - Switch Once you click view tab the list of schemes available for switching in will appear. Step 3: Click GO in front of the scheme you wish to switch in to.

18 Switch Transaction Details Step 4: Enter the Switch details Step 5: Accept the terms and conditions Step 6: Click the submit button. After you click submit button, the Switch transaction will be executed once you

19 Contact Us Call Us – Us – Disclaimer: Mutual Fund investments are subject to market risk, read all scheme related documents carefully.


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