How-to folio merge consolidation

How to request folio merge at AMC

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Folio merge at AMC consolidates multiple folios into one. Tax-neutral operation. Useful for simplifying portfolio tracking.

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Step-by-step procedure

See the procedure infobox above.

When merge isn’t possible

ReasonResolution
Different KYC namesUpdate KYC first
Different bank mandatesStandardise first
Pledged folioRelease pledge first
Closed-ended schemeMay not merge

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. AMFI Best Practice Guidelines on folio management.

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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.

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