Helpdesk
Switching is the process in which the clients can move their investments from one tier to another. In NPS, switching can be done from Tier II to Tier I ...
Fri, 17 Jun, 2022 at 5:14 PM
AUM Transfer is the process in which the AUM of a partner can be moved into Asset Plus. As per new SEBI guidelines, the following is the centralized pro...
Mon, 27 May, 2024 at 12:41 PM
Non Individuals such as HUF/ Pvt Ltd/ Partnership Firms, the ARN holder needs to renew the ARN as well as the EUIN prior to expiry, also, the ARN and the EU...
Fri, 17 Feb, 2023 at 1:57 PM
AUM Transfer Out is the process in which the AUM that the partner holds in AssetPlus will be moved completely to the Partner itself (Sub Broker). Here, ...
Fri, 24 May, 2024 at 6:01 PM
The shifting of minor to major is a process in which the tax status registered as "on behalf of minor" will be updated to a "Resident Individ...
Mon, 13 Mar, 2023 at 1:14 PM
Transmission of corporate FDs can be done in two ways. (i) The invested CFD amount can be transmitted to the nominee from the deceased to his/her regist...
Tue, 25 Apr, 2023 at 11:37 AM
For making the changes in the tax status of the non-individual accounts, it is a process in which the tax status is registered as "Partnership Firm&quo...
Thu, 6 Apr, 2023 at 4:27 PM
The Indian mutual fund industry has been grappling with various issues related to transparency, ethics, and investor protection. One of the key concerns has...
Thu, 20 Apr, 2023 at 1:13 PM