Transfer in your holdings from other distributors/fund houses to Fundsupermart.com
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.
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.
To avail of this facility, you need to have an active account with Fundsupermart.com.
Follow the steps below:
Log in to your FSM account.
Go to tab [Transaction > Forms > Transfer-in Forms]
Download form and fill in details as required in the form (Folio number is a mandatory field)
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.
Post the request letter to FSM along with the latest account statement
Note: The request takes around 10-15 working days to get processed.
To know more, call us at 022 24219 9494 or chat live with us on our website!
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