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Mutual Fund Application
Apply for Mutual Fund Investment
Personal Information
First Name *
Last Name *
Date of Birth *
Occupation *
PAN Number *
Aadhaar Number *
Contact Information
Address *
City *
State *
Pincode *
Phone Number *
Email Address *
Bank Details
Bank Account Number *
IFSC Code *
Bank Name *
Branch Name *
Investment Details
Fund Name *
Select Fund
Equity Fund
Debt Fund
Hybrid Fund
Index Fund
Sectoral Fund
Investment Type *
Select Type
Lump Sum
SIP
Investment Amount (₹) *
Nominee Details
Nominee Name *
Relationship *
Select Relationship
Spouse
Son
Daughter
Father
Mother
Other
Nominee Date of Birth *
Nominee Address *
FATCA Declaration
Are you a US Person/Tax Resident? *
Select
No
Yes
Documents Upload
PAN Card *
Click to upload PAN Card
Aadhaar Card *
Click to upload Aadhaar Card
Bank Statement/Cancelled Cheque *
Click to upload Bank Proof
Photograph (Optional)
Click to upload Photo
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