Guides
A growing collection of how-to guides and reference notes.
- How to open an HDFC Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on HDFC Mutual Fund's AMC portal. Covers KYC, scheme range, the HDFC Bank advantage, and the smart-redemption tools.
- How to open an ET Money mutual fund account
Step-by-step procedure for opening an ET Money account for direct-plan mutual fund investing in India. Covers KYC, expense-tracking link, SmartDeposit liquid fund, and first SIP setup.
- How to open an Edelweiss Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Edelweiss Mutual Fund's AMC portal. Covers KYC, scheme range, and the international FoF lineup.
- How to open an Axis Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Axis Mutual Fund's AMC portal. Covers KYC, scheme range, and the Axis Bank ecosystem integration.
- How to open an Aditya Birla Sun Life Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Aditya Birla Sun Life Mutual Fund's AMC portal. Covers KYC, scheme range, and the joint Aditya Birla / Sun Life governance.
- How to open a Zerodha Coin mutual fund account
Step-by-step procedure for opening a Zerodha Coin account to invest in direct-plan mutual funds. Covers the Coin app and web flow, the prerequisite Zerodha demat account, the KYC validation, and the first SIP setup.
- How to open a UTI Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on UTI Mutual Fund's AMC portal. Covers KYC, scheme range, and the UTI heritage as India's first mutual fund AMC.
- How to open a Tata Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Tata Mutual Fund's AMC portal. Covers KYC, scheme range, and the Tata heritage in Indian financial services.
- How to open a Quant Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Quant Mutual Fund's AMC portal. Covers KYC, scheme range, and the high-active-share momentum-driven investment style.
- How to open a Paytm Money mutual fund account
Step-by-step procedure for opening a Paytm Money mutual fund account, including KYC, bank linkage via Paytm Payments Bank or other banks, and the first SIP setup. Covers the app flow and the Paytm-ecosystem integration.
- How to open a Nippon India Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Nippon India Mutual Fund's AMC portal. Covers KYC, scheme range, the post-Reliance heritage, and the SIMPLY SAVE app integration.
- How to open a mutual fund folio for HUF (Hindu Undivided Family)
Step-by-step procedure for opening a mutual fund folio in the name of a HUF (Hindu Undivided Family). Covers HUF PAN, Karta authority, KYC, bank linkage, and the tax-advantage framework.
- How to open a mutual fund folio for an LLP (Limited Liability Partnership)
Step-by-step procedure for opening a mutual fund folio for an LLP (Limited Liability Partnership). Covers LLP registration, partner authority, KYC, and the tax framework.
- How to open a mutual fund folio for a trust
Step-by-step procedure for opening a mutual fund folio for a trust (private family trust, public charitable trust). Covers trust deed, trustee authority, KYC, and the tax framework (Section 161/164).
- How to open a mutual fund folio for a minor
Step-by-step procedure for opening a mutual fund folio in a minor's name (under 18). Covers natural guardian / legal guardian authority, KYC, bank linkage, and the operational restrictions until majority.
- How to open a mutual fund folio for a corporate (Company / Pvt Ltd / Pub Ltd)
Step-by-step procedure for opening a mutual fund folio in the name of a company (Pvt Ltd / Public Ltd / OPC). Covers board resolution, KYC, authorised signatories, and FATCA/CRS for corporates.
- How to open a Motilal Oswal Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Motilal Oswal Mutual Fund's AMC portal. Covers KYC, scheme range, and the focused-investing philosophy.
- How to open a Mirae Asset Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Mirae Asset Mutual Fund's AMC portal. Covers KYC, scheme range, and the Korean sponsor heritage.
- How to open a Kuvera mutual fund account
Step-by-step procedure for opening a Kuvera account for direct-plan mutual fund investing in India. Covers KYC, family-account linking, goal-based portfolio creation, and the first SIP setup.
- How to open a Kotak Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Kotak Mutual Fund's AMC portal. Covers KYC, scheme range, and the Kotak Mahindra Bank integration.
- How to open a KFin KART account (RTA-direct platform)
Step-by-step procedure for opening a KFin KART account, the unified RTA-direct mutual fund investing platform from KFin Technologies. Covers KYC integration, multi-AMC access for KFin-serviced AMCs, and the registration process.
- How to open a Groww mutual fund account
Step-by-step procedure for opening a Groww mutual fund account, including KYC, bank linkage, and first SIP. Covers the Groww app and web flow, distributor-as-platform mechanics, and the comparison with Coin and Kuvera.
- How to open a DSP Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on DSP Mutual Fund's AMC portal. Covers KYC, scheme range, and the DSP heritage from BlackRock JV days.
- How to open a Bandhan Mutual Fund direct investing account
Step-by-step procedure for opening a direct investing account on Bandhan Mutual Fund's AMC portal (formerly IDFC Mutual Fund). Covers KYC, scheme range, and the rebranding history.
- How to onboard an investor as MF distributor
Step-by-step procedure for MF distributors to onboard a new investor from first meeting to first SIP. Covers risk profiling, KYC, scheme selection, transaction submission, and the follow-up.
- How to move price scale to the left on Kite
Step-by-step procedure for moving the price scale to the left side of the chart on Zerodha Kite. Covers TradingView and ChartIQ orientation options.
- How to modify the SIP frequency on an existing mutual fund SIP
Step-by-step procedure for modifying the SIP frequency on an existing mutual fund SIP. Covers the cancel-and-re-register flow, mandate compatibility, and the typical reasons for frequency change.
- How to modify the SIP date on an existing mutual fund SIP
Step-by-step procedure for modifying the SIP debit date on an existing mutual fund SIP. Covers the standard cancel-and-re-register flow, mandate continuity, and the timing considerations to avoid missed installments.
- How to modify an STP (Systematic Transfer Plan)
Step-by-step procedure for modifying an active STP (Systematic Transfer Plan). Covers the cancel-and-re-register pattern, parameter changes (amount, frequency, target), and timing considerations.
- How to modify an existing SIP amount (mutual fund)
Step-by-step procedure for modifying an existing SIP amount on a mutual fund folio. Covers the standard approach (cancel and re-register), the step-up alternative, mandate ceiling implications, and the SIP-Plus framework on some platforms.