How to claim segregated portfolio recovery proceeds
From WebNotes, a public knowledge base.
Last updated . Reading time ~3 min.
Side pocket recovery is processed automatically by AMC. Investor action minimal beyond tax reporting.
Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC. No affiliate commission is earned.
Step-by-step procedure
See the procedure infobox above for the five steps.
Step-by-step procedure for adding an old mutual fund folio to a platform / aggregator (Coin, Groww, Kuvera, MF Central, MFU). Covers folio …
Reviewed and published by
WebNotes Editorial Team
The WebNotes Editorial Team covers Indian capital markets, payments infrastructure and retail investor procedures. Every article is fact-checked against primary sources, principally SEBI circulars and master directions, NPCI specifications and the official support documentation published by the intermediary in question. Drafts go through a second-pair-of-eyes review and a separate compliance read before publication, and revisions are tracked against the SEBI and NPCI rule changes referenced in the methodology section.
Last reviewed
Conflicts of interest
WebNotes is independent. No relationship with any broker, registrar or bank named in this article.