Soumy Investments
 
How to Invest?

 

How do I apply for Investments in a fund?

  • Obtain an application form along with the Offer Document from your investment advisor / broker / agents, download it from our website or procure it from any of offices or investor service centers

  • Read and understand the Offer Document and complete the application form

  • Attach a cheque for the amount you would like to invest. You can also transfer the money electronically if you have an account in bank

  • The completed application can be mailed to or dropped off at any of AMC offices or investor service centers.

Where do I get applications?

The applications can be obtained from CAMS, SERVICE CENTERS / Fund offices or branches. Alternatively, they can be downloaded from the Website of the funds houses.

What documents do I need to submit with my initial application to buy units of mutual funds?

The following is a list of documents required by an investor while investing in mutual fund for the first time. Subsequent investments do not need these documents.

Those who indicate "Individual" in the "Status" division of the application form

  • The application complete in all respects Those who indicate "Corporate" in the "Status" division of the application form

  • Certified copy of Memorandum of Association/ Articles of Association

  • Board Resolution authorizing the company to invest in mutual funds

  • List of authorized signatories with specimen signatures

Those who indicate "Trust" in the "Status" division of the application form

  • Trust Deed

  • List of authorized signatories with specimen signatures

  • Board Committee Resolution

Those who indicate "Societies" in the "Status" division of the application form

  • Board Committee Resolution

  • Bylaws

  • List of authorized signatories with specimen signatures

Those who indicate "Partnership Firms" in the "Status" division of the application form

  • Board Committee Resolution, Partnership Deed