BSE StAR MF USER MANUAL FOR MFD

➢ Official website of BSE StAR MF:- www.bsestarmf.in

➢ After completing your registration you will get your login credentials within 7 working days
in your Mailbox:- USERNAME, MEMBER ID & PASSWORD

Once the credentials are verified, the user will be taken to the main screen of the system.

Click on Forgot Password, if you don’t remember your login password

If login details is DISABLED then go for UNLOCK ACCOUNT

Above shown image is home page, the important step to start transaction in our BSE StAR MF
platform is Client Registration
 CLIENT REGISTRATION
ADMIN => CLIENT DETAILS => CLIENT MASTER

❖ Client Code: - It is a unique code which will be assigned by the member to their respective
investors. It can be numeric, alphanumeric or alphabets. The member can enter up to 10 digits or
characters.
❖ Depository Details: -
• Client Type: - Members can transact both Demat or Non-Demat Clients
• If the member is selected Demat Option, then select the Depository Name & also fill
the CDSL Ben A/C No or NSDL DP-ID & NSDL Ben A/C No
• If the member is selected Demat Option, then it will take maximum 1 day to activate
the client because BSE will verify the DP details of the investors
• If the member is selected Non-Demat Option, then it will activate immediately.
❖ Bank Details: -
• If the member is entering the Bank details of their Demat Clients then kindly enter the
Bank, which is attached to their Demat A/C
• If the Member is selecting Physical, then the they have the option to enter any 5
banks details of the investors
Note: - The Member has to select any one bank as a default bank

❖ Address Details:
• Mention foreign address, if the client is an NRI

❖ CKYC Detail
• Select “No”, if you don’t have CKYC number.
 A. Client Registration Authentication:-
Once the registration process is complete, an email/SMS will be triggered to the client on the
registered email id/Mobile No. available in the UCC, with a web link to BSE StAR MF Platform.
The client must open the link and the details of the client entered by the member are available for
client to verify. Client will check the details and if all the details are correct, the client has to Accept
the same.
Screen shot of the Client Registration Details:

Client Registration Details

Client Code NRI Child1 Client Name NRI Child
Tax Status NRI - Minor (NRE) DOB 23 Jan 2015
Holding Nature SINGLE PAN 1
App Name 2 App Name 3
PAN 2 PAN 3
Guardian Name NRI Guardian Guardian PAN APMPM1256P
Email mf.ops@bseindia.com Mobile
Bank Details
Acc Type 1 NON-RESIDENT ORDINARY Acc No 1 123456789
NEFT/IFSC Code 1 hdfc0000006 MICR No 1
Bank Name 1 HDFC BANK Bank Branch 1 AHMEDABAD - NAVRANGPURA
Default Bank Flag 1 YES

Accept

Once the client accepts the details, an email/SMS will be sent to the clients registered mobile
number/email on BSE StAR MF Platform with OTP.
Client will enter the OTP in the column provided in the page.

Client Registration Details

Client Code NRI Child1 Client Name NRI Child
Tax Status NRI - Minor (NRE) DOB 23 Jan 2015
Holding Nature SINGLE PAN 1
App Name 2 App Name 3
PAN 2 PAN 3
Guardian Name NRI Guardian Guardian PAN APMPM1256P
Email mf.ops@bseindia.com Mobile
Bank Details
Acc Type 1 NON-RESIDENT ORDINARY Acc No 1 123456789
NEFT/IFSC Code 1 hdfc0000006 MICR No 1
Bank Name 1 HDFC BANK Bank Branch 1 AHMEDABAD - NAVRANGPURA
Default Bank Flag 1 YES

Accept

Enter OTP

Once the OTP authentication is done, the client status will change to Active. The members shall be
able to place all types of orders on BSE StAR MF platform.
Further the authentication link will be valid for 5 calendar days from the date of registration. If the
client does not authenticate the details within the said timeframe, UCC so created will be deleted
from the system completely. Member will have to create the client again by entering all the details.
Status of the UCC can be checked by the member in Client status report available in their logins.
Path: Admin >> Admin Reports >> Client Status
Modification of details in UCC:
Modification of client details in UCC shall be available before placing the orders. Once the member
has placed the first order of the client and the same been processed as Valid and Allotment Done,
modification of any details in the client UCC is not available. For any modifications in client UCC
in such cases, the members have to raise the query in CRS module.
Exchange will make the necessary changes in UCC as per the request received. After making the
changes, client will be sent an authentication link to verify and authenticate the changes similar to
the process mentioned above for New Registrations.
Till the client authenticates the details, same will not be updated in the UCC.
Additional details in existing Client UCC
For existing UCC available in the system, the status will remain Active. But in case of any
additional details/modifications entered by the member in UCC, an authentication email/SMS will
be sent to the client registered email/mobile and the above said process will continue.

B. Client Registration Authentication – Minor and NRI

In addition to the above process of authentication, members are requested to note that additional
validations and process have been added in the registration process for NRI and Minor clients.
Only one bank account will allowed in the UCC for NRI/Minor.
In case the client wishes to use multiple bank accounts for the same client, they will have to create
a new UCC for that particular bank for that client.
After the authentication has been done by the client as mentioned in point A, member must upload
the copy of the cheque for the bank account which is available in UCC. Till such time the status of
the UCC will be “Pending Upload”
Please find below the path and details of the cheque upload:
Path: Admin >> Client Details >> Elog/Image Upload
Type: CHEQUE IMAGE
 Image Format: Tiff, PDF
Image Size: 40-200 KB
Image name: no specifications
After the cheque has been uploaded by the member, exchange will verify the bank details in the
UCC against the cheque copy uploaded. Once the verification is complete and all the details are
proper, the client status shall change to ACTIVE and the members can place all types of orders. If
the details are not proper the client status will remain as “Pending upload” and will not be allowed
to place any order.
Existing Minor / NRI UCC:
Existing UCCs available in the system will remain active. In case of any changes done by the
member, an authentication email/SMS will be sent to the registered email/mobile no. Furthermore,
member will have to upload the cheque copy of the bank account to verify as mentioned above.
Cheque Upload Report:
Path: Daily Downloads > New Reports > Member Reports > Cheque Upload Report.

https://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20200124-45

After saving the data of the investors the second step is download the “Account Opening Form”.
ADMIN => AOF DOWNLOAD

Mention the client code and click on the download option, system will download a one pager pdf file

Take the signature of the investor in the signature section at the bottom of the file & collect a copy of
the default bank cheque which the member was selected for their investment.

Note: - A different document required for the different tax status of your investors.

Kindly click on below link for more information.

http://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20161213-19

ADMIN => ELog/MAGE UPLOAD

There are certain criteria to upload the documents which are the following: -
➢ Member need to scan the documents in any image or pdf or tiff format
➢ Member need to scan documents in Black & White only. Not in Grayscale or in Colour
➢ Member needs to make a single file for all the documents
➢ The name of the file should be
:“MEMBERCODECLIENTCODEDATEOFUPLOADING” i.e. “10234test01122019”
➢ Maximum File size is 4MB

Note: - Only KYC Compliant Client can transact through the BSE StAR MF Platform. If client’s
KYC is under process, then member have to wait to get KYC completed then upload the AOF +
Cheque + Required Documents (For Non-Individual).
Note: - Also for demat clients there is no requirement to upload the image. The image upload process
is only for Non-Demat Clients.
To check the status of AOF (Account Opening Form)
DAILY DOWNLOADS => NEW REPORTS => ELog / IMAGE UPLOAD REPORT

To Edit the details of UCC

ADMIN => ADMIN REPORTS => CLIENT MASTER REPORT

Client Details Report: - The member can search the list of clients through “From” & “To” Date,
Client Code, Client Name etc. Also select Created Date under Date Type option. This report will
show the list of client’s which member has registered.
Step-1: - Click on the client code then you will be redirected to the client master page
Step-2: - A member can change any details except Client code (UCC). Once you are done with
changing the details, click on save button.
Note: - If the member is changing PAN number of any First/Second/Third/Guardian applicant then
member have to download the updated AOF and upload the AOF along with a default bank cheque
copy again.

After completing Client registration, member need to do FATCA registration

Admin => FATCA Manual Entry

Important Points:
➢ If the client is an Individual, then doing only Online FATCA Manual Entry in BSE StAR MF
will suffice.
➢ If the client is a Non-Individual, then Member will first need to do the online FATCA Manual
entry and then raise the duly filled UBO declaration form on CRS.
➢ If the client is an HUF, then member should select Individual while doing online FATCA
Manual entry and raise the duly filled UBO declaration form on CRS.
 MANDATE REGISTRATION
XSIP:-

➢ For registering an XSIP, member can either register a NACH mandate or an ENACH
Mandate.
➢ If member registers a NACH mandate, then he has the convenience of either scanning and
uploading the same or submitting the physical copy to BSE.
➢ If member registers an E Mandate, then investor needs to authenticate the same using his
debit card or net banking details.

ISIP:- ISIP is a paperless SIP. For this, investor needs to add BSE as a biller and then the member can
register an ISIP on his behalf. Which means, even without member submitting the ECS/NACH
mandate form, the SIP will start.

Note:- In both cases i.e. XSIP & ISIP, members have to register the mandate online. Following
is the process for mandate registration.

SYSTEMATIC INVESTMENT => MANDATE => MANDATE REGISTRATION

There are 3 types of mandates:

1. NACH Mandate
2. E- Mandate (Net Banking)
3. I Mandate
NACH Mandate:
SYSTEMATIC INVESTMENT => MANDATE => MANDATE REGISTRATION => Select
NACH MANDATE from Mandate Type.
Once a mandate is registered, download the pre-filled mandate form from
Systematic Investment => Mandate => NACH Mandate Download

Select Mandate Type: -

(1) Physical: - If you select ‘Physical’ you will need to send the duly signed NACH Mandate via
courier

(2) Scan: - If select ‘Scan’ you will need to upload the duly signed NACH Mandate on BSE StAR
MF Platform
Important notes on SCAN Mandate:
➢ File size should be less than 2MB
➢ File type can be jpeg or tiff
➢ File name will be the Mandate ID generated while registering the mandate

Enter the Client Code & Mandate ID. Click on Download button. System will download a pre-filled
NACH Mandate Form.
Please ensure that the signature and name of the investor is as per the bank records.

Note: If member selected mandate type as Physical, courier it to the below address.

To,
Mutual Fund Ops Dept.,
15th Floor, P.J. Towers,
Dalal Street,
Fort – Mumbai
Maharashtra – 400001
Ph. No.:- 022 3059 4050

Note:- Mandate approval differs as per bank and takes maximum 30-45 days.
Scan Mandate Upload :
Systematic Investment > Mandate > Upload Scan Mandate
E Mandate (Net Banking):
Systematic Investment => Mandate => Mandate Registration => Mandate type to select as: E-
Mandate (Net Banking)

Important Notes:
1. This functionality is only available for individuals with single mode of holding
2. Currently, the maximum value limit for an E-Mandate is Rs.1 lakh
3. Only banks enabled by NPCI can opt for E-Mandate
4. Net-banking and Debit Card are the available authentication modes.

List of NPCI enabled banks for E-Mandate can be found in the link below:
https://www.npci.org.in/nach-e-mandates-new > Live Banks in API E-Mandate
I Mandate :
Systematic Investment => Mandate => Mandate Registration => Mandate type to select as: I
Mandate
System will generate a 15-digit mandate ID which is also known as URN Number.

After member registers I Mandate on BSE StAR MF platform, investor needs to sign into net banking
and click on View Billers/ Register for a new biller in the biller section.
Select BSE as Biller Name or click on Search button and type BSE
Select either “BSE ISIP” or “BSE Ltd” whichever reflects in your net banking portal.
Investor needs to authenticate the I Mandate by typing the 15-digit URN number selecting the “auto
pay” option.

Enter the Amount & click on Add button.

Investor will see a popup that ‘Your I Mandate was registered successfully’.

Note:-
1. It takes around 7 working days for approval/ rejection of an I Mandate
2. I Mandate cannot be used for lumpsum payment
3. All banks are not available for I mandate, please refer list of banks available for I
mandate registration.
Procedure to check the mandate status:
Systematic Investment => Mandate => Mandate Search

NACH Mandate (Physical): -

• REGISTER BY MEMBER: - NACH Mandate is register online by the member

• RECEIVED BY EXCHANGE & ASSIGNED TO THE VENDOR: - NACH Mandate
form reach at the BSE Office & assign to the vendors
• UNDER PROCESSING: - NACH Mandate is under process
• APPORVED: - NACH MANDATE approved from the bank
• REJECTED: - NACH Mandate rejected. Kindly refer the remarks to find out the reason
behind rejection
NACH Mandate (Scan): -
• REGISTER BY MEMBER: - NACH Mandate is register online by the member
• SCAN IMAGE NOT UPLOADED: - Member has downloaded the prefilled Scan Mandate
but not uploaded yet
• RECEIVED BY EXCHANGE & ASSIGNED TO THE VENDOR: - NACH Mandate
form uploaded by the member & assign to the vendors
• UNDER PROCESSING: - NACH Mandate is under process
• APPORVED: - NACH MANDATE approved from the bank
• INITIAL REJECTION: - NACH Mandate rejected by the vendor. Kindly refer the remarks
to find out the reason behind rejection
• REJECTED: - NACH Mandate rejected by the bank. Kindly refer the remarks to find out the
reason behind rejection

I Mandate
• REGISTER BY MEMBER: - I Mandate is register online by the member
• APPORVED: - I MANDATE approved from the bank
• REJECTED: - I Mandate rejected. Kindly refer the remarks to find out the reason behind
rejection

Note: -

• If the NACH mandate is rejected with remark “Initial Rejection” then member can upload the
same mandate after making the required correction
• If the NACH mandate is rejected with remark “Rejected” then member needs to register a
new mandate.
• If the mandate is rejected for any reason, then all the XSIPs/ISIPs attached to that mandate
will get suspended automatically after 3 skipped instalments
 PURCHASE
CLICK ON OPEN MFs

Select the Scheme Name from the dropdown. All schemes are arranged in alphabetical order.
Member can also type the keyword of a scheme & click on view button. For example, “frontline”
(like shown in the above image).
BSE StAR MF schemes are divided in three categories i.e: L0, L1, and NRM.
Liquid Schemes Liquid Schemes Debt/Equity Schemes
Debt/Equity Schemes
(L0)(for T-1 Day (NRM) (for T-Day (NRM) (For
Particulars (For transaction value
NAV) (Any NAV) (Any transaction value less
>= Rs.200000) (L1)
Amount) Amount) than Rs.200000)
Purchase
Order Placement 9:00 am to 1:00 pm 9:00 am to 3:00 pm 9:00 am to 3:00 pm 9:00 am to 2:30 pm

T-1 Day (If credit

T Day (If credit
confirmation for
confirmation of funds
funds received
On credit received before 2 PM)
NAV (In case of Non - Demat) before 12.30 PM) or T Day
confimration date or on the day before
on the day before
credit confirmation
credit confirmation
date
date
NAV (In case of Demat) NAV will be applicable on Credit confirmation of Funds
Note:- In any type of Scheme make sure investor must initiate the payment before 9:30AM on T+1

Particulars Liquid Scheme / Non - Liquid Schemes (NRM) (Any Amount)

Redemption
Order placement 9:00 am to 3:00 pm
Submission of DIS to investor's DP (in
Before 4:30 pm (T Day)
case of Demat Transaction)
Note:- Investor must authenticate the redemption order before 3:00Pm on T Day via SMS or Email in case of Non Demat
If the member wants to make a purchase of less than 2 Lakhs, select the scheme pertaining to 100
under column ‘pur value’. If the member wants to make a purchase above 2 Lakhs, then select the
scheme pertaining to 200000 under column ‘pur value’.
Check Purchase Flag has Y
Check the Purchase Value
Click on Purchase button. Following window should appear.

Txn Type: -
FRESH will create a new folio number for this transaction
If the member wishes to make a purchase in an existing folio number, select Txn Type as
ADDITIONAL & enter the folio number after ‘/’ under the Folio No. box

Select Demat/Physical, enter amount & EUIN and then click on Purchase button.

Note:- If the member wishes to freeze their EUIN in every transaction, then can either drop a mail to
mutual.funds@bseinidia.com or raise a CRS by mentioning their Member ID & attaching their self-
attested EUIN Copy.
Click ‘Check Orders and Make Payment’ link. Following window should appear.

Note: - Initially it will capture only the default bank details and payment mode according to
data fed in UCC. However, the investor can change the Payment mode & banks.
There are 6 different types of payment mode for investors:-
1. Direct Pay:- If the investor has an account in any of the following banks, he can select the bank
name & a/c number and click on ‘Confirm Payment’. The investor will then be redirected to his net
banking page.

1. AXIS
2. IDBI
3. SBI
4. ICICI
5. YES
6. KOTAK
7. HDFC
8. AU Small Finance Bank

2. Nodal Account: - There are over 48 banks currently offering this payment mode. If the investor
is having an account in any of the mentioned banks, he select the bank name & a/c number to
complete the payment formalities after getting redirected to their net banking page. Contact your
assigned RM for the latest updated list.

3. ONE TIME MANDATE (OTM): - ECS/NACH and E mandate can be used for lump sum
transaction. Investor has to select the bank name, a/c number & mandate ID and then click on
‘Confirm Payment’.

4. NEFT/RTGS: -
ICICI Bank: ICCL A/c No 3922, IFSC Code ICIC0000104
OR
HDFC Bank: ICCL A/c No. MFDICC, IFSC code HDFC0000240

Investor can make payment by transferring the amount in any of the above-mentioned bank a/c by
mentioning the UTR number in the blank box and clicking on ‘Confirm Payment’.

Click on the below link for the full process:-

https://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20171208-5

5. Cheque: -
For any AMC’s transactions, cheque can either be submitted to Karvy or Axis Bank centres,
whichever is closer to the member by following the respective process.

Note: -
Please inform the investor to not click on the payment link if he wishes to make payment via cheque
mode. If he accidently clicks on the link, member will need to place fresh orders.

Karvy Process
The cheque should be submitted at the Karvy centre before 5:30 PM of the transaction day.

A single cheque per investor is enough for all the purchase transactions.

Cheque should be drawn under the favour of “INDIAN CLEARING CORPORATION

LIMITED”. Three things need to be mentioned at the back of the cheque- i.e. member code, client
code & order number (For example; for 5 transactions, 5 order numbers will be mentioned).
Axis Process
Cheque Entry:-

Step – 1:- Punch the order in BSE StAR MF platform

Step – 2:- Go to Cheque Collection => Cheque collection Entry

Step – 3:- Enter the client code. Client Name will get captured automatically. Click on “View”
button.
Step – 4:- Select the orders by ticking on the respective check box. Investor can submit single cheque
for up to 10 orders per investor.
Step – 5:- Once you select the bank name, the branch name, IFSC code, and account number will get
captured automatically. However, if you have multiple banks or branch name or IFSC or account
number, you can select your preference from the dropdown.
Step – 6:- Enter the cheque number, date, and amount (Ensure you fill it correctly).
Date entered should be the date mentioned on the cheque (Cheque date can be up to 75 days prior to
the order date).

Step – 7:- Go to Cheque Collection => Cheque Deposit Challan

Click on ‘View’.
Step – 8:- Tick the box to select (Refer the red box in the image below).

Step – 9:- Select ‘Deposit Challan’ in Process Type & click on view button
Click on the deposit challan number as depicted in the red box above. The challan will get
downloaded and can be printed to be attached with the cheque.

Note:
The cheque should be submitted to the Axis Easy Pay agent at the Axis Bank branch for immediate
clearing. The agent should provide you with a printed deposit slip. An immediate confirmation mail
from BSE will confirm timely clearance. If you don’t receive the slip from the agent and/ mail from
BSE, contact your RM.

6. UPI
After order selection, the investor needs to select ‘UPI’ as the payment mode. Then select bank name
and his account number registered for UPI payment.

After order and payment mode selection, click on ‘Initiate Payment’ which should then lead him to
the confirmation page in which the total amount to be debited is shown.

On clicking on the ‘Payment Request’ button, the investor will be prompted to enter his VPA ID.
Please note that the earlier selected bank and account number should be registered with the
given VPA (UPI) ID.

After entering the VPA ID, ‘Payment API’ button needs to be clicked. Investor will be prompted for
payment using his registered UPI mobile application for the given VPA ID.

Investor should a notification requesting for payment from BSE in his UPI mobile application (Phone
PE , BHIM App , Google Pay , PayTM etc.)
On clicking on ‘Pay’, Investor will be prompted to enter his UPI PIN Number set by the investor
during UPI registration.
After the payment is initiated, the payment success / failure will reflect in the UPI app.
Member can see the payment details in the payment reports (E.g.: Payment Mode Report, Payment
Received Report)
 REDEMPTION
Click on Open MFs.

Select AMC Name from the dropdown.

Select Scheme Name from the dropdown. All schemes are arranged in alphabetical order.
Member can also type the keyword of a scheme i.e. “frontline” (refer above image) and click on
‘View’ button.
Note:- To redeem the scheme always select the NRM category (the scheme which has amount
5000, refer page number 4 & 5) though if your redemption amount is more than 2 Lakhs.

Type client ID, select demat/physical, type folio number. If you want to redeem all units, tick ‘All
Units’. Else type the amount/quantity, your EUIN number and then click on ‘Redeem’.
Investors can authorise via below two methods:-
1. SMS:- If the investor wants to authenticate the redemption via SMS then they have to reply “YES
<reference number>” or “NO <reference number>” and send it to the number mentioned in the SMS.

2. EMAIL:- If the investor wants to authenticate the redemption via EMAIL, then he can click on the
“Online Authentication” link mentioned in the email sent by BSE.
Note:-
1. Investor needs to authorize the redemption order before 3:00PM on T Day. If he chooses
to authenticate via SMS, the investor should send the SMS before 2:30PM on T Day.
2. If demat mode was selected, member needs to submit DIS details in DP before 4:30 PM
 SYSTEMATIC INVESTMENT
XSIP/ISIP REGISTRATION

XSIP: - To register XSIP, member needs to register NACH or E mandate on BSE StAR MF platform.
ISIP: - To register ISIP, member needs to register I mandate on BSE StAR MF platform and client
should add I mandate ID in their net banking biller section.

SYSTEMATIC INVESTMENT => XSIP/ISIP => XSIP/ISIP REGISTRATION

If member selects “settlement type” as :-

L1: - it will display schemes whose amount is more than 2 Lakhs
OTHERS: - it will display schemes whose amount is less than 2 Lakhs
Folio Number: Mention the “folio number” if member wants to continue SIP with the same folio or
else leave it blank to create a new folio number
Brokerage: Brokerage is not applicable for MFD members
Regn Type: If member choose XSIP then list of 6 digits NACH or E mandate ID will display in the
dropdown option or if member choose ISIP then list of 15 digit I mandate ID will display in the drop
down option
Generate First Order Today: If member choose “Generate First order Today” option then
XSIP/ISIP will trigger on the same day and investor will receive a payment link after the
authentication of XSIP/ISIP. Investor can make the payment via link by selecting different types of
mode of payment like lumpsum purchase

Note: - ISIP Registration is not allowed for Demat Clients.

Note on Generate First Order Today:-
1. If XSIP/ISIP mandate is “not approved” then it’s mandatory to choose “generate first order
today” option, and there should be a minimum gap of 30 days for XSIP/ISIP “start date”
2. If XSIP/ISIP mandate is “approved” then the member can select “generate first order today”
or not it depend on the member. If "generate first order today" is selected, then there should
be a minimum gap of 30 days for XSIP/ISIP “start date”
3. If XSIP mandate is approved” and member is not selecting “generate first order today”, then
there should be minimum gap of 5 working days for XSIP “start date”
4. If ISIP mandate is “approved” and member is not selecting “generate first order today”, then
there should be a minimum gap of 9 working days for ISIP “start date”
5. Member can select the “generate first order today’ option in case investor wants first debit to
be done today. In this case, investor will receive a payment link and investor can make the
payment via any mode (net banking, NEFT/RTGS, cheque, OTM (if mandate approved) and
UPI)

*After saving XSIP/ISIP order investor must authorize via email or SMS before 11:59 PM on T
Day
Investor can authorize via SMS by sending “YES OTP number” and send it to the mobile number
mentioned in the mail.
Also investor can authorize via Email also by clicking on “Online Authentication”, choose the order
and click on save option
Before registering any XSIP / ISIP make sure to register the mandate first
 SIP REGISTRATION

SYSTEMATIC INVESTMENT => SIP => SIP REGISTRATION

Important Notes:

➢ Mandate registration is not required to start SIP registration

➢ Auto debit option is not available in SIP
➢ Client needs to make the payment manually for every instalment by clicking on the payment
link by selecting different type of mode of payment.
➢ This SIP is available for all the AMC’s
➢ Member can shift SIP to XSIP after mandate approval.
 SWITCH ORDER
Click on Switch Order

Select AMC Name from the dropdown box.

Select From Scheme Name.
Select To Scheme Name & Click on View Button
Click on Switch Button so the following page will appear.

Txn. Type: -
FRESH: - If there is no balance amount or unit in “to scheme” then select FRESH & Enter minimum
amount of Rs.5000 and above
ADDITIONAL: - If there is a balance amount in “To Scheme” then select ADDITIONAL & Enter
the minimum amount according to the schemes minimum amount criteria and more.

Investor will receive a SMS & EMAIL for approval of switch order:
SMS: - If the investor opted for SMS then investor need to reply “YES reference number” or “NO
reference number” & send it to the number mentioned in the SMS

EMAIL: - If the investor is opting for EMAIL then investor need click on “Online Authentication”
link and select the scheme and click on “save” option

Note: - Investor have authorize the redemption transaction before 3:00PM on T day. If it is
SMS it is better to communicate the investors 2:30PM on T day.