Mutual Fund Onboarding & KYC Session
Mutual Fund Onboarding & KYC Session This is the first step towards starting your mutual fund investment journey with us. What Happens After Booking? After booking and payment, our team will personally contact you over a phone call to: Guide you through the mutual fund onboarding process · Help you complete the required KYC · Guide you through the necessary SIP/mandate setup · Answer any questions related to the onboarding process · Please note: This is an onboarding and KYC call with our team. You will not be speaking with Sakthi during this session. What Happens Next? Once your KYC and required mandate process is completed, there will be a required waiting period before your SIP can be activated. Once you are ready, our team will schedule a 1:1 Google Meet video consultation with Sakthi PV at a mutually convenient time. During your 1:1 session, you can discuss: Your financial goals and investment requirements · Existing mutual fund investments, if any · SIP and lump-sum investment options · Investment horizon and risk preferences · Suitable mutual fund categories · The investment process and next steps · Ongoing portfolio and investment support · Who Is This For? Primarily for investors looking to start or invest a minimum of ₹10,000/month through SIPs. Lump-sum investors are also welcome. Session Details This booking: Mutual Fund Onboarding & KYC Mode: Phone call with our team Next step: 1:1 Google Meet with Sakthi PV Minimum SIP: ₹10,000/month Please note : The consultation fee is non-refundable once the booking is confirmed. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
