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I have some mutual fund investments through another online channel. How do I tranfer them to FundsIndia?

April 26, 2017channel fundsindia investments mutual fund online tranfer

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I have some mutual fund investments through another online channel. How do I tranfer them to FundsIndia?

1 Answer

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To transfer a mutual fund holding that is currently being held through another online channel, you would first need to make it a ‘Direct’ holding. Only your current online channel can help make this happen. So, please contact representatives of your current online broker, and request them to make your mutual fund holdings ‘Direct’. After that is done, you can login to your FundsIndia accout, and follow the ‘Easy Transfer’ process.