To transfer a mutual fund holding that is currently being held through another online channel, you would first need to make it a ‘Direct’ holding. Only your current online channel can help you do this. Please contact the representatives of your current online broker, and request them to make your mutual fund holdings ‘Direct’. After that is done, you can log in to your FundsIndia account, and follow the ‘Easy Transfer’ process.
Articles in this section
- I am planning to transfer some folios to my FundsIndia account. Some of them have active SIPs. What will happen to them after they are transferred?
- I have some mutual fund investments through another online channel. How do I transfer them to FundsIndia?
- I have transferred a fund to my FundsIndia account. It is currently offline. How can I redeem this fund if I want to?
- I have transferred a fund to my FundsIndia account. It is currently showing as an offline holding. What does that mean?