What is the process for investing in SIP

For investing mutual funds either through SIP or lump sum, you should first have your mutual fund KYC made. The documents required for making KYC are – A colour passport size photograph, PAN Card copy, Address proof or Aadhaar Card. You need to fill up a form and submit to a nearest Mutual Fund (AMC) office or you can take help of a mutual fund advisor.

You can contact a mutual fund advisor in your city who not only will advise you on fund selection but also help in transaction and post sales service. You can find an advisor in your city by visiting our website www.advisorkhoj.com – at the top of the Home page you will find “Find a mutual fund advisor or investment expert near you”, enter the PIN Code of your area and see the list of mutual fund advisors in your PIN Code. You can also get the list by typing your city name or area as well in the search box. You can write to the advisor or call him as we have provided all the details in the search result.

However, if you know how to select funds/ or have already selected funds to invest in, you can visit the respective mutual fund websites and do the transactions.

You can also call the respective fund houses / or visit their branch in your city (if they have one in your city) and take their help in investments.

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