How to get physical copy of mutual fund Statement of Account
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Physical SoA is sometimes needed for legal / audit / immigration purposes. Most AMCs provide electronic SoA as default (free); physical copy is a paid service.
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Step-by-step procedure
See the procedure infobox above.
When physical copy is needed
Use case
Why physical
Legal proceedings
Court admissibility
Bank loan
Some banks require hard copy
Immigration / visa
Original documents preferred
Audit (corporate)
Auditor’s standard
Will / succession
Documentary evidence
Electronic SoA (with AMC’s digital signature) often sufficient now; verify with requesting entity.
Step-by-step procedure for adding an old mutual fund folio to a platform / aggregator (Coin, Groww, Kuvera, MF Central, MFU). Covers folio …
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