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