You can transfer your mutual fund investments from outside FundsIndia to your FundsIndia account to consolidate your holdings. Please note that these outside folios must not have an active SIP running, and should be offline (not through another online channel) folios. When a folio with an active SIP gets transferred to FundsIndia, the SIP will be stopped by the AMC. The investor would need to restart the SIP via FundsIndia once the holding gets transferred to his account.
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?