Buy Mutual Fund Offline - Invest with Investorline

Invest with Investorline

Investorline

Investment Center

To Invest Online Click here

Important

As per the new SEBI guidelines, all new purchases of mutual funds have to be supported by a copy of your PAN Card. If you have not submitted a copy of your PAN Card to Investorline, please do so now. We will not be able to process your purchase request without the same. Click here to know more.

Seek advice from the experts

Call us on 09213326572, or email us at indiainsured@aol.com for assistance from our AMFI certified Relationship Managers. They will gladly assist you with all your investment requirements.

Invest in 3 easy steps-

1. Download the Common Application From of the fund house you are interested in and fill in your details against the specific fund you are interested in. If you are interested in making investments though SIP, please also download and fill the relevant SIP form.
2. Attach a cheque of the amount you wish to invest and a copy of your PAN Card.
3. Call us on 09213326572 for further details or send the documents to

Rajesh Kumar
Mutual Fund Advisor
Investorline Services
D-16/261, Sector-7,
Rohini, New Delhi-110085

Once the Mutual Fund Company processes your request, you'll receive a purchase statement as an email. A physical copy of the same will reach you in 10 days.

Do remember to attach a copy of your PAN card investing in a New Fund Offer. Expect a statement after around 30 working days.

Download Forms for Mutual Funds Schemes

SIP Investments by Direct Debit

Making SIP investments in a mutual fund of your choice is easy. Just follow these simple steps:

Download and print the Common Application Form and the SIP form.

Fill the Electronic Clearing Service (ECS) mandate in favor of the Mutual Fund Company and the SIP form.

Call Investorline on 9213326572 for further details.

Please note that the very first SIP investment is to be made by cheque. All future SIPs will be directly debited from the bank account that you have designated in your form.

Download Forms

Avail of our FREE pick-up facility

Our courier representative will collect your Mutual Fund investment form and other relevant documents (Cheque/ DD payable locally, Copy of PAN card) from your doorstep and submit it to the relevant AMC (Asset Management Company) collection centre.

Redeem your Mutual Funds

To redeem your mutual fund investments, just fill in the redemption slip and send it to Investorline (contact us) or directly to CAMS or Karvy. The mutual fund house will credit your bank account with the money within a week of receiving your request.

SEBI Guidelines- Have you submitted a copy of your PAN Card?

Effective July 2, 2007, The Securities and Exchange Board of India (SEBI) has made it compulsory for all resident and non-resident Indians to submit a copy of their PAN Cards, when investing. If you have not submitted a copy of your PAN Card yet, please do so now.

If you have a PAN Card

If you already have a PAN Card, all you need to do is to send us a self-attested photocopy of your PAN Card in any of these ways:

Email a scanned copy of your PAN Card to indiainsured@aol.com. Please mention your Folio No and Mutual Fund Scheme in the subject line when you email it to us.

Mail us the photocopy at:

Rajesh Kumar
Mutual Fund Advisor
Investorline Services
D-16/261, Sector-7,
Rohini, New Delhi-110085

If you don’t have a PAN Card yet

If you don’t have a PAN Card yet, you can apply for one online at https://tin.tin.nsdl.com/pan/index.html. A PAN Card usually takes 21 working days to be processed. Please send us a photocopy of your PAN Card as soon as you receive it.

Should you have any questions or clarifications on the above, please call us on 09213326572 or email us at- indiainsured@aol.com.

Download Forms To invest offline in a fund of your choice, all you need to do is follow these 3 steps:

• Download the Common Application Form of the fund house you are interested in and fill in your details against the specific fund you are interested in. If you are interested in making investments though SIP, please also download and fill the relevant SIP form.
• Attach a cheque of the amount you wish to invest, along with a self-attested copy of your PAN Card.
• Call us on 09213326572 and we will arrange for your documents to be picked up and delivered to the respective fund house.

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SEBI's Circular on KYC / PAN

How to get KYC Compliant verification Letter? – Here’s the Way

Check Your KYC/PAN compliant status online.

Investorline

Info-Center

The SEBI circular:

The SEBI (Securities & Exchange Board of India) who is the apex regulatory body for the capital markets, had issued a circular on 27th April 2007 and 25th June 2007 which specified the following guidelines / norms

• Effective from 2 July 2007, it is now mandatory to submit Copy of PAN (attested) or Copy of Acknowledged Form 49A (PAN Application Form) for anyone who is participating in securities market. The PAN will now be recognized as the “sole identification for all transactions in securities market”, which includes mutual funds.
• This will apply to all investors, irrespective of amount of investment, including NRIs, Joint Holders and Guardians (in case of minors). Further, it would be applicable for any type of fresh investment / additional investments (existing investors) in all schemes, including NFOs, through lump sum investments or SIP or MicroSIP.
• Further, for investments above Rs.50,000, in absence of PAN, the acknowledgement of Form 49A (PAN Application form) is to be submitted with Form 60

KYC Norms:

• The KYC or “Know Your Customer” norms is to be followed by all security market intermediaries, including mutual funds, under PMLA “Prevention of Money Laundering Act” as required by FIU. It is expected that the KYC verification will become mandatory for all securities participants / investors by September 2007.
• The KYC simply means that your identification is properly verified and established. The KYC verification is a very simple process and requires submission of minimal documents (PAN compulsory) and is currently done through CDSL Ventures Ltd.

The FIU or ‘Financial Intelligence Unit’ is a department under the Ministry of Finance, India.

How to get KYC Compliant verification Letter – Here’s the Way?

Check Your KYC/Pan compliant Status online.

Why is this development?

The Finance Minister, in his announcement in the Budget for year 2007-08, had proposed to make PAN the sole identification number for all participants in the securities market to distinguish a particular kind of account. In light of this and in order to strengthen the Know Your Client (KYC) norms and identify every investor in the securities market with their respective PAN, it has been decided that PAN would be the sole identification number for all participants transacting in the securities market, irrespective of the amount of transaction. This is an important & welcome step towards protecting the interests of all the participants in securities and for promoting the development of, and to properly regulate the securities market.

The Impact:

• The Securities Markets covers all investors, in all securities markets, which includes stocks, derivatives, mutual funds, debt products, commodities, etc. Thus, the guidelines are also applicable to all mutual fund investors.
• No investments in mutual funds would be possible without Copy of PAN / Form 49A Acknowledgement. Failure to provide the same with Applications would lead to rejection of Application.
• In case of existing investors, the folios where the same is missing would be blocked or freezed for additional investments till the submission of the above documents and its verification.
• For investors not having a PAN, a Copy of Acknowledgement of submission of Form 49A will be needed for immediate transactions. Such investors, however, would be required to submit a verified copy of PAN on or before 31st Dec 2007. Failure to provide the PAN would freeze such folios and no future transactions would be possible.

· The presently operational SIPs would however remain unaffected and would continue uninterrupted

· Investors who obtain KYC “Know Your Customer” Certification letter would not be required to complete PAN verification procedure.

The above guidelines, though may sound complicated to some, there really is nothing to fear or avoid. In fact, it can be seen as a very good development for all as now all investments & investor in markets would now be properly identified. Further, though some paper work is needed to be done, it would largely be a one time process. We highly recommended that you completely comply with these guidelines, including the KYC verification, immediately once and for all. Once you have obtained KYC Verification, you would not be required to submit PAN copy repeatedly for making any investments. Further, you would be ready before the actual KYC norms become mandatory, in a few months time.

As your Financial Advisors, we wish to extend to you our full co-operation and support in managing & completing these procedures. Our endeavour is to manage your compliance with convenience. Hence, we would be actively helping you to completing various procedures of PAN application, PAN Attestation and Verification, KYC submission & Verification and also help you manage the submission of same with all the AMCs. All the necessary forms and details are readily available with us.

However, to make these tasks successful, we shall need your active co-operation in completing the procedures and providing the needed details / documents to us. We will be soon contacting you for further details and documents. If you have any query or would like know more, please feel free to contact us.

Investorline

Email- indiainsured@aol.com

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