If you are new to mutual funds scheme, many doubts will arise about the ways of investing in mutual funds. You can invest in any mutual funds scheme either online or offline. There are few steps to follow during online and offline investment. You will require the following documents: Photograph, PAN card, Name and Address proof, Bank Account Details and KYC Compliance. You can invest in any mutual fund through various channels. These channels includeThis is the era of smart phones and tablets all the websites are easily being transformed to mobile applications. Wixifi is one such app which helps you to invest through mobile and provide additional features like managing our investment anywhere and anytime and also switching from one scheme to other with just a simple sms.
Investing online through various platforms and through Application Forms
• Visit the website and register for online transaction services. Provide necessary information i.e. Folio Number, email id and mobile registered with the folio etc.
• The F-Pin will be generated and will be sent to you in email id and on mobile registered with that folio.
• Using this F-Pin you can create your User ID and Password.
• Login using the credentials just created and start investing. The Second way to proceed is through application form.
• Contact a distributor or agent of mutual funds
• Get the Application form
• Fill an application form providing necessary information i.e. Name, Address, PAN, email id, mobile number etc. This email id & mobile number will be used for further communication and also can be used to register for online transaction services.
• Attach copies of relevant documents and submit it along with a cheque or demand draft for the amount of investment.
• If applied through an agent or distributor, they would submit the application form with the cheque and all relevant documents to the mutual fund company.
• The mutual fund company then would allocate you with a folio number for the particular investment and would issue you an Account Statement.
As you see above the process of investing online is easier and safer than that of offline. So as to reduce the complexity of investment process wixifi.com has developed a portfolio manager to manage your investment schemes easily. It is the best financial planning software used to plan your investment. For more details, please do visit us at https://www.wixifi.com/.
Contact Details:-
GP 75 Sectpr 18,
Gurgaon,
Haryana,
India
122015
info@wixifi.com
callus +911244012599
https://www.wixifi.com/