Guides
A growing collection of how-to guides and reference notes.
- How to save TradingView drawings on Kite app
Step-by-step procedure for saving TradingView drawings on the Zerodha Kite mobile app. Covers persistence across sessions, app-vs-web sync, and the cross-platform behaviour.
- How to save for a home down payment using mutual funds
Step-by-step playbook for saving a home down payment via mutual funds over a 3-7 year horizon. Covers corpus sizing, asset allocation for medium-term goals, fund selection, and the glide path.
- How to save drawings on ChartIQ (Kite)
Step-by-step procedure for saving drawings (trend lines, Fibonacci, channels) on ChartIQ engine of Zerodha Kite. Covers drawing persistence, layout-level save, and the cross-session restore.
- How to save chart settings and indicators (Kite)
Step-by-step procedure for saving chart settings and indicator configurations on Zerodha Kite. Covers full-state save vs indicator-only template across both engines.
- How to save chart layouts on Kite
Step-by-step procedure for saving chart layouts on Zerodha Kite. Covers TradingView and ChartIQ engines, multi-instrument templates, and the persistence guarantees.
- How to revise an ITR with mutual fund corrections
Step-by-step procedure for revising an ITR to correct mutual fund capital gains, dividend, or 80C entries. Covers the revised-return window, original-vs-revised filing, and the documentation.
- How to review your mutual fund portfolio annually
Step-by-step procedure for annually reviewing your mutual fund portfolio. Covers XIRR check, asset allocation review, scheme performance vs benchmark, exit-recommendation framework, and tax-loss harvesting.
- How to retrieve transaction history for mutual fund folio
Step-by-step procedure for retrieving complete transaction history of a mutual fund folio. Covers AMC portal, CAMS/KFin, MFU, MF Central, and archival record requests.
- How to resume a paused mutual fund SIP
Step-by-step procedure for resuming a paused mutual fund SIP. Covers automatic resumption, manual early resumption, mandate status verification, and the failure modes that require fresh registration.
- How to request transaction reversal on mutual fund
Step-by-step procedure for requesting reversal of an erroneous mutual fund transaction. Covers when reversal is possible, AMC's discretion, and the documentation required.
- How to request folio merge at AMC
Step-by-step procedure for requesting folio merge at AMC to consolidate multiple folios into one. Covers AMC discretion, KYC alignment, and the operational benefits.
- How to report mutual fund capital gains in ITR
Step-by-step procedure for reporting mutual fund capital gains in ITR. Covers Schedule CG, LTCG / STCG classification, equity vs debt mode, grandfathering, and the documentation needed.
- How to replace a lost mutual fund Statement of Account
Step-by-step procedure for replacing a lost mutual fund Statement of Account (SoA). Covers duplicate request, identity verification, and the AMC's standard process.
- How to renew AMFI ARN (mutual fund distributor)
Step-by-step procedure for renewing AMFI ARN (mutual fund distributor registration). Covers CPE programme, AMFI renewal fee, document submission, and the activation timeline.
- How to renew a mutual fund SIP after tenure expiry
Step-by-step procedure for renewing a fixed-tenure mutual fund SIP after it has expired or is about to expire. Covers the renewal route, mandate reuse, and the lump-sum gap-fill if renewal is delayed.
- How to remove nominee from a mutual fund folio
Step-by-step procedure for removing nominee(s) from a mutual fund folio. Covers SEBI's mandatory-nomination-or-opt-out framework, the opt-out declaration, and implications for transmission.
- How to remove a joint holder from a mutual fund folio
Step-by-step procedure for removing a joint holder from an existing mutual fund folio. Covers consent requirements, AMC documentation, and the operational implications.
- How to release a mutual fund pledge after loan repayment
Step-by-step procedure for releasing a mutual fund pledge after loan repayment. Covers lender's NoC, AMC / depository pledge removal, and the verification of free balance restoration.
- How to register on MF Central as a distributor
Step-by-step procedure for an MF distributor (ARN holder) to register on MF Central platform. Covers ARN linkage, AMC empanelment, and the unified-investor-view advantage.
- How to redress folio printing / data error on mutual fund SoA
Step-by-step procedure for resolving folio printing errors or data discrepancies on mutual fund Statement of Account. Covers AMC's records team, KYC alignment, and the correction process.
- How to redeem pledged mutual fund units (during pledge or after release)
Step-by-step procedure for redeeming mutual fund units during an active pledge or after pledge release. Covers lender's consent requirement, partial release options, and the default-driven forced redemption.
- How to redeem mutual fund and repatriate proceeds (NRI)
Step-by-step procedure for redeeming Indian mutual funds as NRI and repatriating proceeds. Covers NRE direct repatriation, NRO Form 15CA/CB route, USD 1M/year cap, and Section 195 TDS.
- How to redeem during mutual fund suspension
Step-by-step procedure for handling redemption when a mutual fund scheme has been suspended or restricted. Covers SEBI's suspension framework, partial windows, and the wind-up process.
- How to reconcile Form 26AS with mutual fund transactions
Step-by-step procedure for reconciling Form 26AS and AIS with your mutual fund transactions before filing ITR. Covers TDS verification, AMC mapping, and discrepancy resolution.
- How to reconcile CAS with your individual MF folios
Step-by-step procedure for reconciling a Consolidated Account Statement (CAS) against your individual AMC folio statements. Covers per-folio cross-check, transaction matching, and the common discrepancies.
- How to rebalance your mutual fund portfolio
Step-by-step procedure for rebalancing a mutual fund portfolio. Covers when to rebalance, methods (switch / SWP / fresh allocation), tax-efficient rebalancing, and the periodic vs threshold-based triggers.
- How to read mutual fund stress test disclosure
Step-by-step guide to reading the SEBI-mandated stress test disclosure for mid- and small-cap mutual funds. Covers liquidity stress, redemption simulation, and what the results imply.
- How to read mutual fund riskometer
Step-by-step guide to reading the SEBI-mandated mutual fund riskometer. Covers the six risk levels, methodology, scheme-level vs benchmark-level riskometer, and the change-disclosure rule.
- How to read mutual fund portfolio disclosure
Step-by-step guide to reading mutual fund portfolio disclosure. Covers top-10 holdings, sector / market-cap allocation, concentration, derivative exposure, and the monthly disclosure rhythm.
- How to read mutual fund expense disclosure
Step-by-step guide to reading mutual fund expense disclosure. Covers Total Expense Ratio components, SEBI caps, Direct vs Regular delta, GST, and the impact on returns.