about law

1. 1. Sign the ECS mandate form and fill it with
the required details and documents.
2. Courier us the mandate form with all the
documents, at: <address>
3. 21 working days will be required by us to
process the form.
4. Once the verification process is complete,
you will be informed accordingly.
5. You can now start investing through ECS
Mandate.

2. Not needed

3. TOTAL INSURANCE COVERAGE
Depending on your overall savings and portflio, know the most appropriate
insurance amount and secure the life of your loved ones by buying the
correct policy.

4. Get custom made advice through our
expert.

5. Calculate your total insurance cover
here and enjoy dual benefits of tax
savings and security.

6. Check your monthly expenses in
respect of the rate of inflation.

7. 1. BUY NEW MUTUAL FUNDS: Make a new investment in a scheme from any of the mutual fund company that we carry on our platform. You
can choose the scheme, select the options and complete the investment by using your net-banking account.
2. SELL MUTUAL FUNDS: Taking money out of your investments (redeeming) is just a click away at FundsIndia! All your online mutual fund
investments can be redeemed in a jiffy and, in most cases; your money will arrive in your bank account in a matter of days.
3. SWITCH MUTUAL FUNDS: Would you like to switch from a fund that you hold to another fund in the same fund house? Please choose this
option - we will list your current schemes and you can choose the scheme you want to switch to and we'll make it happen.
4. WHAT IS MUTUAL FUNDS? (Not needed)
5. SET UP A SYSTEMATIC WITHDRAWAL PLAN: Are you ready to start spending the money in your mutual fund accounts? Did you know
there's a convenient way to begin receiving your cash without contacting us every time you want to sell the units?A systematic withdrawal
plan (SWP) lets you take money out of a fund account according to a regular schedule that you choose. It's a convenient way to draw down
your holdings over time.
6. SET UP A SYSTEMATIC TRANSFER PLAN: Investing in a debt fund normally assures you of fairly consistent returns while equity funds have
the potential to create wealth. However the stability of the debt fund is much reassuring against the volatility in an equity fund investment.
To combine the best of both worlds, we provide the facility of Systematic Transfer plan.

8. •Content not required.
•RETIREMENT to be changed to
RETIRED

9. Don’t want to disclose all your transactions? Manually enter the ones you want a
record for in the preset format. You can also upload the same here and use this
data for a better analysis of your income and expense habits.

10. WHEN: Get notified when you budget limit reaches the preset amount.
THEN: Get notified when you reach this amount.

11. Content not required

12. Suggest a
flow chart

13. Preset
maximum
amount for
daily
transactions
though ECS.

14. Already have a folio in a scheme and you would like to add to your existing investment?
Please use this option to do so. You can select which of your existing folio/schemes to
add investment to and complete the process in just a few clicks.

15. Make a new investment in a scheme from any of the mutual fund company that we carry
on our platform. You can choose the scheme, select the options and complete the
investment by using your net-banking account.

16. Taking money out of your investments (redeeming) is just a click away at FundsIndia! All
your online mutual fund investments can be redeemed in a jiffy and, in most cases; your
money will arrive in your bank account in a matter of days.
User is supposed to so this- interactive

17. Start your SIP today with Instant SIP!Close X
Unlike a traditional SIP that requires many days before the first instalment to be debited, Instant SIP a
started with your SIP right away!
With Instant SIP, you can pay the first SIP instalment through your net banking account and the remai
be set on your ECS mandate. Instant SIP is available on all schemes where SIP is offered.
Starting an Instant SIP is easy. For example, here are the steps for setting up a SIP of Rs. 5000 per mon
Select your favourite fund scheme. Enter the tenure, instalment amount and instalment start date.
Please note that your first payment will need to be done today. The instalment start date refers to the
next instalment will get debited on your ECS mandate.
On the payment page,
Select the ECS mandate. This ECS mandate will be used to process 11 instalments of Rs. 5,00
Make the first payment through your net banking account.
Do remember to activate your ECS mandate with an original cheque before your instalments start. Ha
content not required

18. Let’s set up your Goals
Based on your portfolio and your overall
earning, set your desired goals so that you can
fulfill you dreams. It also helps manage your
income tax.