Sharekhan Online Mutual Fund

Online Mutual Fund

AMCs AVAILABLE ON SHAREKHAN ONLINE TRADING 1. 2. • • • • • • • • • • • • • • • •

Birla Mutual Fund Chola Mutual Fund DSP Merrill Lynch Mutual Fund Franklin Templeton Investments HDFC Mutual Fund HSBC Mutual Fund ICICI Prudential Mutual Fund ING Vysya Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund Morgan Stanley Mutual Fund Principal Mutual Fund Reliance Mutual Fund SBI Mutual Fund Standard Chartered Mutual Fund Sundaram Mutual Fund TATA Mutual Fund UTI Mutual Fund

AMCs SOON TO DEBUT ON SHAREKHAN

COMING SOON  Taurus Mutual Fund  ABN Amro Mutual Fund  Fidelity Mutual Fund  JP Morgan Mutual Fund  AIG Mutual Fund

TALKS ON

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Deutsche Mutual Fund Optimix Mutual Fund Sahara Mutual Fund Lotus Mutual Fund Can Bank Mutual Fund BOB Mutual Fund

MUTUAL FUND ONLINE 4 STEPS TO INVEST IN MUTUAL FUNDS ONLINE 2. Login 3. Go to Mutual Funds section 4. Transfer funds 5. Select scheme 6. Place order You can also view your 9. Portfolio 10. Ledger 11. Your Profile

STEP 1: LOGIN IN TO YOUR SHAREKHAN ACCOUNT

STEP 2: GO TO MUTUAL FUNDS SECTION

Mutual Fund- Home page

STEP 3 – TRANSFER FUNDS TO YOUR MF ACCOUNT

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TWO WAYS TO FUND YOUR MF ACCOUNT ALLOCATE FUNDS FROM YOUR TRADING ACCOUNT FUND TRANSFER FROM YOUR BANK ACCOUNT

ALLOCATE FUNDS PAGE

FUND TRANSFER PAGE The customer has a choice to transfer money from the a/c’s he has linked to Sharekhan online trading a/c.Then enter Trading Password and further click move cash)

Further after clicking move cash the client would be routed to the respect bank’s net banking. As shown above in case of HDFC Bank they have to enter customer ID/ log in ID & Password & then click log in)

Further specify the a/c no and confirm. In case of some banks customer has to further give their customer ID/Log in ID & Trxn Password & then click confirm)

MF CASH STATEMENT DISPLAYS CCB (Clear Cash Balance)- Amount available for fresh purchase Blocked- Amount blocked for purchases done Withdrawn- Withdrawal request amount

STEP 5 – TO PLACE ORDER

CLICK ON “ PLACE ORDER”

SELECT THE AMC & NATURE THAT YOU WISH TO INVEST IN AND CLICK ON DETAIL

THE SCHEMES OF THE AMC WILL GET DISPLAYED. CLICK “BUY” ON THE SCHEME THAT YOU WISH TO INVEST IN

Now enter Amount for investment with reference of Min. investment amount and Min additional investment amount & Multiple mentioned above……enter trading password) and click on Place Order

THIS OPTION IS USED FOR REDEMPTION (SELLING) OR SWITCHING (WITHIN SCHEMES OF SAME AMC)

You can sell or switch full or part of your holding

SYSTEMATIC INVESTMENT PLAN (SIP) View SIP

View FLEXI - SIP

• Modification

• Modification

• Cancellation

• Cancellation

• Detail Report

• Detail Report

• Order Book

SIP DETAILS

VIEW SIP Report Page:- Modification, Cancellation and Viewing the Details of funds can be done by clicking on the respective fields.

Modify Order Form:- Select the Status, Frequency, Period enter the trading password and click on Modify SIP.

MODIFY Pause the Order Period Enter Trading Password

Click on Modify SIP

Cancel Form:- Select the Status, Frequency, Period enter the trading password and click on Modify SIP.

CANCEL

SIP Detail Report

Order Book indicates the Status of the Funds, whether the particular order has been Executed, Rejected or is under Process.

FLEXI - SIP

FLEXI – SIP Report:- Modification, Cancellation or checking the Detail of the funds can be done from here.

Modify Order Form:- Select the Status, Frequency, Period and enter the trading password and click on Modify FLEXI – SIP.

MODIFY

Cancel Order Form:- Select the Status, Frequency, Period enter the trading password and click on Modify FLEXI – SIP.

CANCEL

FLEXI – SIP Detail Report

SEPARATE PAGES • NFO (NEW FUND OFFERS) • FIXED MATURITY PLANS (FMPs) • ELSS (TAX SAVING MUTUAL FUND SCHEMES) • NAV Report • SECTOR SCHEMES •REPORTS/ INFO PORTFOLIO YOUR PROFILE ACCOUNT STATEMENT MUTUAL FUND RESEARCH NFO- CONTENT PAGE FOR INFORMATION AND DOWNLOADING FORMS(FOR OFFLINE APPLICATION)

NFO PAGE Separate page listing current NFOs

FIXED MATURITY PLANS (FMP) PAGE Separate page listing FMPs on offer

ELSS (Tax Savings Schemes ) PAGE

Select the Fund Name & Nature and click on Details to view the NAV Of the fund.

Sector Schemes shows the sector wise Funds.

REPORTS- PORTFOLIO

CLIENT PROFILE (MUTUAL FUND)

ACCOUNT STATEMENTS All customers investing in online MF will receive a/c statements either through courier or email directly from the AMC. In case he doesn’t he can click on account statement option)

On Clicking Account Statement you will be Directed to this page. Fill in the details and Click on Submit

Select the AMC name from the List

Enter the folio no., E-mail. Select the delivery Option and enter the password & click on submit

TO VIEW MUTUAL FUND RESEARCH REPORTS, CLICK ON http://www.sharekhan.com/MutualFunds/default.aspx

NFO PAGE http://www.sharekhan.com/mutualfunds/nfo.aspx

MUTUAL FUND HO CONTACTS

For any queries pertaining to Mutual funds (online or offline), please contact :Maju Nair – [email protected] Sukesan – [email protected] (Online Operations) Namita Dalvi – [email protected] (Online Operations) Biju – [email protected] (Brokerage Payout & MIS) Priyanka Jhaveri - [email protected] (Branch coordination & Offline Operations) Amit Ghosalkar – [email protected] (KYC Process)