This document provides instructions for accessing and using the www.mywisemoney.com mutual fund investment platform. It outlines the steps to log in, view portfolio details and holdings, purchase additional funds by selecting an AMC and scheme, make payments through an online bank gateway, view statements, sell units or amounts, switch funds, find FAQs, and convert offline accounts to online access. The platform allows investors to manage their mutual fund investments and transactions digitally.

1. Welcome to www.mywisemoney.com

2. Access platform by logging in through website

3. You can view your Portfolio details

4. Your Current Mutual Fund Investment

5. Your Mutual Fund Holding Summary

6. Click Invest Online and Select the Investor from your family

7. Key-in the Authentication Number (Mobile No.)

8. Click Purchase, select the AMC and Scheme of your choice

9. Scheme Key Information for you

10. You can see offer document by clicking of icon

11. Click “Buy Now”

12. Enter the Purchase Amount and choose your Bank

13. The system redirects to bank payment gateway (PG)
from where account is debited and credited to AMC

14. You can see online account statement

15. You can sell either units or for specific amount anytime

16. You can switch

17. Answers to FAQ are available

18. Your personal information

19. You can see Terms and Conditions

20. Offline folio can be converted to online
through simple form at AMC level

21. THANK YOU