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Read and download all the notices, policies, investor queries, and disclosures here. Access application forms, nomination forms, change-of-details forms, KYC forms, and Transaction forms.
1. Folio Number is required to be mentioned only for existing online folios. 2. The application form should be completed in all respect and signed by all the applicants. 3.
The TAT for SIP Debit Mandate Form registration (with or without initial cheque) will be 28 days. Therefore, there has to be a minimum gap of 28 days between date of submission of SIP Mandate and subsequent SIP Auto Debit. Incase, the gap is less than 28 days, the SIP shall be registered from the subsequent SIP Date.
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Details of Account Holder. Customer Relationship Number (CRN) [if any] Name of Account Holder. Address for Tax Residence (include City, State, Country and Pin code) 4. Address Type (Tick whichever applicable) (a) Residential (b) Business (c) Registered Office. 5.
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Instruction & Information of Normal SIP. Please refer the Key Information Memorandum and Offer Document/ SAI/ SID of the respective scheme(s) for Applicable NAV, Risk Factors, Load Structure and other information before investing. (i) Existing unitholders need not fill in the Investment Application Form.
Booster CAP Amount: Investor has an option to freeze the SIP Booster amount once it reaches a fixed predefined amount. The fixed pre-defined amount should be same as the maximum amount mentioned by the investor in the NACH Debit Mandate Form.
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Unitholder Information (Section I) If you have, at any time, invested in any Scheme of Kotak Mahindra Mutual Fund and wish to hold your present investment in the same Account, please furnish your Folio Number and CKYC Number below and proceed to Section Investment Details .
