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Transfer-in Funds May 27, 2010
Fundsupermart.com offers Transfer-in facility
Author : iFAST Content Team


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Transfer in your holdings from other distributors/fund houses to Fundsupermart.com

What is transfer-in?

Transfer-in is a process by which you can transfer your offline mutual fund holdings (held with some other broker or directly with the AMC) to the Fundsupermart.com platform under your account. As the transfer-in is processed at the folio level, you can place a single request to transfer the mutual fund holdings under a common folio. Example: If there are 10 funds in one folio, all the funds will be transferred in one request.

Why should you transfer to FSM?

We have been receiving queries from you requesting us to assist in transferring your mutual fun holdings with other distributors to Fundsupermart.com (FSM).

It is FREE and the benefits include:

  • Consolidated mutual fund holdings which can be accessed 24X7

  • Easy transaction facility

  • Regular monitoring of funds is convenient under one login

  • Free account and zero transaction charges

  • Invest in transferred funds at the subsequent investment amount rather than the initial investment amount.

  • Start an SIP or STP in the funds you transfer to FSM and pay no SIP or STP charges

Please note that you can transfer mutual funds which are available on our platform. This service is available to FSM account holders only.

 

How can you transfer?

To avail of this facility, you need to have an active account with Fundsupermart.com.

Follow the steps below:

  1. Log in to your FSM account.

  2. Go to tab [Transaction > Forms > Transfer-in Forms]

  3. Download form and fill in details as required in the form (Folio number is a mandatory field)

  4. Furnish the information separately for every AMC

    For example, If you have mutual fund holdings under two folios with ‘XYZ’ Mutual Fund, please list the holdings under both the folio nos. in the Transfer-In request form for ‘XYZ’ Mutual Fund. So, folio nos. 123456 and 987456 with ‘XYZ’ Mutual Fund can be transferred in a single request. Likewise, for additional holdings in 5 other AMCs, please do submit 5 more Transfer-In request forms.

  5. Post the request letter to FSM along with the latest account statement 

Note: The request takes around 10-15 working days to get processed.

 

Download Form

To know more, call us at 022 24219 9494 or chat live with us on our website!

Read the FAQs

 

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Disclaimer: iFAST and/or its content and research team’s licensed representatives may own or have positions in the mutual funds of any of the Asset Management Company mentioned or referred to in the article, and may from time to time add or dispose of, or be materially interested in any such. This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any mutual fund. No investment decision should be taken without first viewing a mutual fund's scheme information document including statement of additional information. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Investors should seek for professional investment, tax, and legal advice before making an investment or any other decision. Past performance and any forecast is not necessarily indicative of the future or likely performance of the mutual fund. The value of mutual funds and the income from them may fall as well as rise. Opinions expressed herein are subject to change without notice. Please read our disclaimer on the website.Please read our disclaimer in the website.


 


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