Mutual Fund SIP Advisory Services

We have online Mutual Fund platform where you can manage whole family’s Mutual Fund portfolio under one ID and password.

You can do:
1. New Investment. (Old or NFO Schemes)
2. Additional Investment. (In existing Schemes)
3. Redeem partially or entire amount.
4. Switch one scheme to another.
5. Systematic Investment Plan. (SIP)
6. Value-Averaging Investing Plan. (VIP)
7. Systematic withdrawal Plan. (SWP)
8. Systematic Transfer Plan. (STP)
9. Value-averaging Transfer Plan. (VTP)
10. FMP Switch Set up.
11. Easy transfer from offline to online
12. Set triggers.
13. Set watch list of Mutual Fund.
14. Increase or decrease SIP amount.
15. Change Scheme of SIP.
16. Pause SIP for one month.
17. Permanently stop SIP.

Other features:
1. Asset allocation for all investors.
2. Category allocation for all investors.
3. Scheme explorer.
4. Last day’s Gain/Loss in percentage.
5. Total Gain/Loss in percentage and rupees.
6. Annual return in percentage.
7. SIP Portfolio Design Planning.
8. Ready-to-go Portfolios.
9. Investment Calculators.
10. You can download your account and transaction details.
11. Account statements for multiple periods can be downloaded.
12. Payment reports.
13. Capital gains statement.
14. You can download a report of all the systematic plans (SIP, STP, SWP, VIP and VTP) you have set up in our platforms.
15. View the latest status of the various requests you have placed with us.
16. You can view the summary of all your mutual funds transactions with us.
17. Setup Joint Account.
18. Add second bank account.
19. Change bank account.
20. Change communication address.
21. Add / Change nominee.
22. SMS Alerts.

Who can invest:
1. Resident Individual
2. Non Resident Individual
3. Minor
4. Corporates / HUF

Procedure:
1. Whatsapp me your full name, mobile number and e-mail address on 9623232626.
2. You will get register.
3. Your ID and password will send to your register e-mail address.
4. Login to your account.
5. Fill up registration form. For that you will need one color photograph, Pan Card, Address Proof (Passport, Ration Card, Registered Lease / Sale Agreement Of Residence, Driving License, Latest Bank Account Statement, Latest Landline Telephone Bill, Latest Electricity Bill, Latest Gas Bill, Aadhar Card), Cancelled Cheque of bank through all transitions you want to make.
6. For any difficulty in filling the form call 9623232626.
7. Sign the form (Nominee: Page No-2, Investor: Page No: 3,6, Bank mandate form (Page No: 7) (Signature as per Bank), paste color photograph on KYC form (Page No: 8) and sign across it and one more signature on same form) (Total Signature: Nominee: 1, Investor: 5)
8. Take a print.
9. Send to: Below mention address.
10. Your account will be activated in 8 to 10 working days.
11. Then you can invest.

CONTACTS:
Rahul Kshirsagar
S. No. 20/1, H No. 124/2, Avdumber Niwas,
Punyai Nagar, Dhankawadi, Pune,
Maharashra, India. Pin Code: 411043
E-mail: rahulksagar1@yahoo.com
Contact: 9423001419/9623232626
Facebook page: https://www.facebook.com/sipservices
Register No: ARN 100059 (You can check on AMFI India)