Monday, August 4, 2014

Prajna Capital

Prajna Capital


Mutual Fund Know Your Customer (KYC)

Posted: 04 Aug 2014 04:59 AM PDT

Download Tax Saving Mutual Fund Application Forms

Invest In Tax Saving Mutual Funds Online

Buy Gold Mutual Funds

Leave a missed Call on

94 8300 8300

 

Mutual Fund KYC

KYC norms will be mandatory for ALL investors (including existing investors and joint holders) irrespective of the amount of investment.

Who needs to be KYC compliant?

  • Each of the applicants, in case of application is made in joint names
  • Guardian investing on behalf of minor.
  • Any individual(s) constituted as Power of Attorney (PoA) holder(s), in case of investments through PoA.
  • If an individual becomes an investor due to an operation of law, e.g., transmission of units upon death of an investor, the claimant/person(s) entering the register of unit holders of the Fund will be required to be KYC compliant before such transfer can take place.
  • Documents required to be submitted along with KYC Application:

  • Proof of Identity
  • Proof of Address
  • PAN Card
  • Passport Size Photograph
  • For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

    Leave a missed Call on 94 8300 8300

    Leave your comment with mail ID and we will answer them

    OR

    You can write back to us at

    PrajnaCapital [at] Gmail [dot] Com

    ---------------------------------------------

    Invest Mutual Funds Online

    Invest Any Mutual Fund Online

    Download Mutual Fund Application Forms from all AMCs

    Download Mutual Any Fund Application Forms

    ---------------------------------------------

    Best Performing Mutual Funds

      1. Largecap Funds Invest Online
        1. DSP BlackRock Top 100 Fund
        2. ICICI Prudential Focused Blue Chip Fund
        3. Franklin India Bluechip
        4. ICICI Prudential Top 100 Fund

    B. Large and Midcap Funds Invest Online

        1. ICICI Prudential Dynamic Plan
        2. HDFC Top 200 Fund
        3. UTI Dividend Yield Fund
        4. Birla Sun Life Front Line Equity Fund
        5. Franklin India Prima

    C. Mid and SmallCap Funds Invest Online

        1. Reliance Equity Opportunities Fund
        2. DSP BlackRock Small & Midcap Fund
        3. Sundaram Select Midcap
        4. IDFC Premier Equity Fund
        5. Birla Sun Life Dividend Yield Plus
        6. SBI Emerging Businesses Fund
        7. HDFC Mid-Cap Opportunities Fund
        8. ICICI Prudential Discovery Fund

    D. Small and MicroCap Funds Invest Online

        1. DSP BlackRock MicroCap Fund
        2. Franklin India Smaller Companies

    E. Sector Funds Invest Online

        1. Reliance Banking Fund
        2. Reliance Banking Fund
        3. ICICI Prudential Banking and Financial Services Fund

    F. Tax Saver Mutual Funds Invest Online

    1. ICICI Prudential Tax Plan

    2. HDFC Taxsaver

        1. DSP BlackRock Tax Saver Fund
        2. Reliance Tax Saver (ELSS) Fund

    G. Gold Mutual Funds Invest Online

        1. Relaince Gold Savings Fund
        2. ICICI Prudential Regular Gold Savings Fund
        3. HDFC Gold Fund
        4. Birla Sun Life Gold

    H. International funds Invest Online

    1. Birla Sun Life International Equity Plan A

    2. DSP BlackRock US Flexible Equity

    3. FT India Feeder Franklin US Opportunities

    4. ICICI Prudential US Bluechip Equity

    5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

    Mutual Fund Investors to submit new KYC forms

    Posted: 04 Aug 2014 02:19 AM PDT

     

    Mutual fund investors will need to submit new forms furnishing their income details. Even if investors have filled the know-your-customer (KYC) forms and submitted them to their fund house with income and other details, they'll still need to submit a fresh form. New mutual fund investors will now have to fill two KYC forms. The first form is the basic KYC form while the second is meant to capture income details. This is in accordance with the requirements specified by Sebi in December 2013. 

     

     

    For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

    Leave a missed Call on 94 8300 8300

    Leave your comment with mail ID and we will answer them

    OR

    You can write back to us at

    PrajnaCapital [at] Gmail [dot] Com

    ---------------------------------------------

    Invest Mutual Funds Online

    Invest Any Mutual Fund Online

    Download Mutual Fund Application Forms from all AMCs

    Download Mutual Any Fund Application Forms

    ---------------------------------------------

    Best Performing Mutual Funds

      1. Largecap Funds Invest Online
        1. DSP BlackRock Top 100 Fund
        2. ICICI Prudential Focused Blue Chip Fund
        3. Franklin India Bluechip
        4. ICICI Prudential Top 100 Fund

    B. Large and Midcap Funds Invest Online

        1. ICICI Prudential Dynamic Plan
        2. HDFC Top 200 Fund
        3. UTI Dividend Yield Fund
        4. Birla Sun Life Front Line Equity Fund
        5. Franklin India Prima

    C. Mid and SmallCap Funds Invest Online

        1. Reliance Equity Opportunities Fund
        2. DSP BlackRock Small & Midcap Fund
        3. Sundaram Select Midcap
        4. IDFC Premier Equity Fund
        5. Birla Sun Life Dividend Yield Plus
        6. SBI Emerging Businesses Fund
        7. HDFC Mid-Cap Opportunities Fund
        8. ICICI Prudential Discovery Fund

    D. Small and MicroCap Funds Invest Online

        1. DSP BlackRock MicroCap Fund
        2. Franklin India Smaller Companies

    E. Sector Funds Invest Online

        1. Reliance Banking Fund
        2. Reliance Banking Fund
        3. ICICI Prudential Banking and Financial Services Fund

    F. Tax Saver Mutual Funds Invest Online

    1. ICICI Prudential Tax Plan

    2. HDFC Taxsaver

        1. DSP BlackRock Tax Saver Fund
        2. Reliance Tax Saver (ELSS) Fund

    G. Gold Mutual Funds Invest Online

        1. Relaince Gold Savings Fund
        2. ICICI Prudential Regular Gold Savings Fund
        3. HDFC Gold Fund
        4. Birla Sun Life Gold

    H. International funds Invest Online

    1. Birla Sun Life International Equity Plan A

    2. DSP BlackRock US Flexible Equity

    3. FT India Feeder Franklin US Opportunities

    4. ICICI Prudential US Bluechip Equity

    5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

    What are the benefits of a Systematic Investment Plan?

    Posted: 04 Aug 2014 12:55 AM PDT

    Download Tax Saving Mutual Fund Application Forms

    Invest In Tax Saving Mutual Funds Online

    Buy Gold Mutual Funds

    Leave a missed Call on

    94 8300 8300

     

    Benefits of a Mutual Fund SIPs

    A systematic investment plan (SIP) offers 2 major benefits to an investor:

    • It avoids lump sum investment at one point of time
    • In a scenario of falling prices, it reduces your overall cost of acquisition by a process of rupee-cost averaging. This means that at lower prices you end up getting more units for the same investment.

    For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

    Leave a missed Call on 94 8300 8300

    Leave your comment with mail ID and we will answer them

    OR

    You can write back to us at

    PrajnaCapital [at] Gmail [dot] Com

    ---------------------------------------------

    Invest Mutual Funds Online

    Invest Any Mutual Fund Online

    Download Mutual Fund Application Forms from all AMCs

    Download Mutual Any Fund Application Forms

    ---------------------------------------------

    Best Performing Mutual Funds

      1. Largecap Funds Invest Online
        1. DSP BlackRock Top 100 Fund
        2. ICICI Prudential Focused Blue Chip Fund
        3. Franklin India Bluechip
        4. ICICI Prudential Top 100 Fund

    B. Large and Midcap Funds Invest Online

        1. ICICI Prudential Dynamic Plan
        2. HDFC Top 200 Fund
        3. UTI Dividend Yield Fund
        4. Birla Sun Life Front Line Equity Fund
        5. Franklin India Prima

    C. Mid and SmallCap Funds Invest Online

        1. Reliance Equity Opportunities Fund
        2. DSP BlackRock Small & Midcap Fund
        3. Sundaram Select Midcap
        4. IDFC Premier Equity Fund
        5. Birla Sun Life Dividend Yield Plus
        6. SBI Emerging Businesses Fund
        7. HDFC Mid-Cap Opportunities Fund
        8. ICICI Prudential Discovery Fund

    D. Small and MicroCap Funds Invest Online

        1. DSP BlackRock MicroCap Fund
        2. Franklin India Smaller Companies

    E. Sector Funds Invest Online

        1. Reliance Banking Fund
        2. Reliance Banking Fund
        3. ICICI Prudential Banking and Financial Services Fund

    F. Tax Saver Mutual Funds Invest Online

    1. ICICI Prudential Tax Plan

    2. HDFC Taxsaver

        1. DSP BlackRock Tax Saver Fund
        2. Reliance Tax Saver (ELSS) Fund

    G. Gold Mutual Funds Invest Online

        1. Relaince Gold Savings Fund
        2. ICICI Prudential Regular Gold Savings Fund
        3. HDFC Gold Fund
        4. Birla Sun Life Gold

    H. International funds Invest Online

    1. Birla Sun Life International Equity Plan A

    2. DSP BlackRock US Flexible Equity

    3. FT India Feeder Franklin US Opportunities

    4. ICICI Prudential US Bluechip Equity

    5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

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