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INVESTOR SERVICES BY MUTUALFUNDS
Applying and Redeeming forMutual Fund Units
Investment Plans and Services
 
IMPORTANCE OF INVESTORSERVICE
Besides good returns of funds…
Most important advantage of MFis…“CONVENIENCE”
Depends upon
type of service provided
variety of service provided
 
PROCEDURE FOR PURCHASE OFPROCEDURE FOR PURCHASE OFUNITSUNITS
Read the Offer Document
Description of the procedure forpurchase of units
acceptable mode and permissible placesof payment
Refer Key Information Memorandum(KIM)
Application form
Salient features of schemes
‘ 
Only KIM contains Application form and not OD’Only
 
KIM contains Application form and not OD’
 
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