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A Step by Step Guide to invest in Mutual Funds Online

A mutual fund is means a fund established in the form of a trust to raise monies through the sale of units to the public or a section of the pubic under one or more schemes for investing in securities, money market instruments, gold or gold related instruments, real estate assets and such other assets. 

In the past, the way for the mutual fund investor to make investments was through AMC agents or distributors.

Even on the internet, there are different ways of investing in mutual funds online.

  • AMC Website
  • Mobile App
  • Demat Account
  • Third Party Web Portals
  • Bank Website
  • Registrar and Transfer Agents
  • MF Utilities
  • Stock Exchanges

General Guide to investing in mutual funds online

Register on fund site
Open the fund website.  Mutual fund online investors need to register their name, date of birth, mobile number, e-mail and PAN. It is mandatory for the mutual fund online investor to get her/his KYC done. The KYC is a process undertaken once that, enables the investor to invest in any mutual fund online from any fund house.

Give personal details
The mutual fund online investor may need to gives her/his personal details like nationality, profession, income, and whether she/he pays tax in any other country. Generally one can also add an applicant in this step.

Fill nominee details
Complete the nominee details.

Provide bank details
The mutual fund online investor needs to fill in bank details, like IFSC Code, account number and type of account.

Investment details: Select from onetime lump sum or periodic systematic investment plans (SIPs). If you are investing directly or through an agent/distributor select accordingly.

Step 6: Make the payment
You can make the payment online or offline.
Whichever mode of investment is used to make online mutual fund investments, do not forget to take the help of a mutual fund calculator to calculate your returns. A mutual fund calculator is a financial mechanism that enables investors to calculate the estimated returns on their mutual fund investments.

This mechanism guides you in your future planning based on estimated returns and your investment objectives.

To conclude, it helps one inculcate the habit of investing in mutual funds regularly and wisely.


Disclaimer: The views expressed here in this Article / Video are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the reader. Quantum AMC / Quantum Mutual Fund is not guaranteeing / offering / communicating any indicative yield on investments made in the scheme(s). The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the reader. The Article / Video has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and views given are fair and reasonable as on date. Readers of the Article / Video should rely on information/data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments. None of the Quantum Advisors, Quantum AMC, Quantum Trustee or Quantum Mutual Fund, their Affiliates or Representative shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary losses or damages including lost profits arising in any way on account of any action taken basis the data / information / views provided in the Article / video.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.


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