Non Financial Transactions (NFT)
Transmission
Documents for Transmission of Units to surviving unit holder(s) in case of death of the 1st holder: Transmission Request Form (Form T2) for Transmissio...
Thu, 26 Jun, 2025 at 1:56 PM
Documents for Deletion of names of the deceased unit holders in case of death of 2nd and/or 3rd Holder: Transmission Request Form (Form T1 ) for Deleti...
Thu, 26 Jun, 2025 at 1:57 PM
Documents needed for Transmission of Units to the registered Nominee/s in case of death of Sole or All unitholders: Transmission Request Form (For...
Fri, 11 Jul, 2025 at 4:45 PM
Document for Transmission of Units to the Claimant (Legal Heir) on death of Sole unitholder or All unitholders, where there is NO NOMINATION registered...
Fri, 11 Jul, 2025 at 4:59 PM
To Update the Investor’s tax status changes—such as from Resident to NRI or Vise versa, it must be updated across all mutual fund folios to remain compliant...
Mon, 25 Aug, 2025 at 12:43 PM
Effective September 01, 2025, mutual fund investors are required to comply with the revised nomination guidelines issued by SEBI. Please find the step-by-st...
Fri, 5 Sep, 2025 at 3:13 PM