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Simplified Online Mutual Fund Trading Guide: Login, Order, and Modify Seamlessly

Navigate the world of online mutual fund trading effortlessly with our step-by-step guide. Learn how to log in securely with your ID and password, select products for purchase, and easily manage your orders. Discover how to redeem funds, place additional purchases, or modify existing orders. Stay informed about your holdings, dividend reinvestments, and fund summaries. Our guide also includes instructions for changing passwords and managing bank transfers. Start trading confidently and make the most out of your investments today!

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Simplified Online Mutual Fund Trading Guide: Login, Order, and Modify Seamlessly

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Presentation Transcript

  1. Online Mutual Fund

  2. Trade Now

  3. Login ID Submit Select Product Login Password

  4. Forget Password

  5. Login ID Email ID Click on Submit

  6. Login ID Submit Select Product Login Password

  7. Redeem Additional Purchase Place Order Purchase SIP-SWP Switch

  8. Purchase

  9. Click on Go to Place Order

  10. Amount Submit

  11. Click on Modify for any Changes Click on Confirmation to Continue Click on Cancel to Cancel Current Order

  12. Click on Decline to Cancel Current Order Click on I Accept Current Order

  13. Successful Order No.

  14. Order Book

  15. Order Status

  16. Order Modify

  17. Modify Amount

  18. Holding Statement Click on View

  19. Fresh Purchase Dividend Reinvestment

  20. AMCs NAV Details Click on GO for Detail

  21. Various Schemes with NAV Details

  22. Client Info

  23. Fund Summary

  24. Fund Transfer

  25. Select Bank

  26. Enter Amount Click Deposit

  27. Bank Cust ID Net banking Password Submit

  28. Select Account No. Click Continue

  29. Click Confirm

  30. Message Note Both No. Click

  31. Exposure Withdrawal Request

  32. Old Password New Password Change Password

  33. NFO Click on Go to Place Order

  34. Amount Submit

  35. Click on Modify for any Changes Click on Confirmation to Continue Click on Cancel to Cancel Current Order

  36. Successful Order No.

  37. Exit / Logout

  38. Useful Links

  39. Thank You

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