TRR

Mutual Funds related

Loan against MF investment

Systematic withdrawal Plan for retired peoples

38. Disadvantages of mutual funds

37. Advantages of Mutual fundss

36. Types of Mutual funds

35. Index funds Vs Exchange traded funds

34. Ensuring asset allocation through mutual fund

33. Mutual fund investment in a single folio

32. Planning for financial goal using mutual funds

31.Systematic Transfer Plan (STP)

30 Parking idle funds in mutual funds

29.Changes in mutual fund KYC details

28 Switches and shifts in mutual fund investment

27.Holding mutual fund units in demat form

I SIP

Investment tracking with fact sheet

Process for Investing in ETF

Starting A SIP

Investing in direct plans of Mutual funds

21. Managing mutual fund folios using CAN

20. Investing in mutual funds using Whatsapp

19. Flexi SIP

18. Rematerialisation of mutual fund units

17. Setting up a Flex STP

16. Benefit of investing lumpsum in liquid fund first.

15. Investing in liquid funds

14. Folio Consolidation at a mutual fund level in one mutual fund house

13. Direct Investment in Mutual fund

12. Process for monitoring mutual fund investments

11. Process for adding a joint holder for mutual fund

10. Process for managing and tracking mutual fund investment record

9. Process for obtaining MF common account number online

8. Process for hassle-free investing in multiple funds

7. Process for SIP top-up

6. Process for mutual fund investment by corporates

5. Process for linking aadhar to mutual fund folios

4. Process for registering nominations in mututal fund investments

3. Process note for Managing SIP (Systematic Investment Plan)

2. What is Discretionary Portfolio Management Servises (PMS)

1. How to do Mutual fund Transaction with Virtual Payment Address