Mutual Funds Form Download
They are financial instruments that pool money from various investors to invest in market-linked instruments. The pooled money is collectively invested in different types of financial instruments, including equity, debt funds, real estate, etc., depending on the type of fund.
Different Types of Mutual Funds
- Equity Funds
- Debt Funds
- Growth Funds
- Tax-Saving Funds
- Liquid Funds
- Balanced Funds
- Hybrid Funds
- Gilt Funds
- Pension Funds
- Capital Protection Funds
- Money Market Funds
- Aggressive Growth Funds
What is the Basic Process to Follow to invest in these funds?
First, you need to the form. However, before filling out the form, you should follow the below process:
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Complete your KYC guidelines by submitting copies of your PAN card, Proof Of Residence, age proof etc. You can complete your KYC online (e-KYC) or do a physical KYC at the registrar’s or fund house’s branch office.
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After completing your KYC, you can apply to invest in various MF schemes either online or offline.
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For the offline method, you can either consult your broker or go to the office of the specific fund and give a Direct Application.
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For the online method, you can download the form by clicking on your preferred MF scheme.
Know Your Customer (KYC)
FAQs:
Ans: Yes, you can invest in these funds by downloading the form from the mutual fund pdf download option or by going to the fund house’s website.
Ans: No, you do not need a Demat account. .
Ans: You can choose mutual fund advisor from IIFL to ensure you invest in the best MF scheme to achieve your financial goals.