Get the free Religare Fixed Maturity Plan Series XVI Plan C (367 days)

Key Information Memorandum & Application Form Relegate Fixed Maturity Plan Series XVI Plan C (367 days) (A Close Ended Debt Scheme) Offer for Units of Rs. 10 each for cash during the New Fund Offer

How to fill out religare fixed maturity plan

How to fill out Religare Fixed Maturity Plan:

1. Visit the official website of Religare Mutual Fund or any authorized distributor of Religare MF.
2. Choose the specific Religare Fixed Maturity Plan you wish to invest in.
3. Read and understand the scheme information document (SID), which provides details about the plan's features, investment objective, risks, and other relevant information.
4. Check for the minimum investment amount and ensure you have the necessary funds available.
5. Fill out the application form provided by Religare MF or through their online portal.
6. Provide accurate personal details, including your name, address, contact information, PAN (Permanent Account Number), and bank account details.
7. Decide on the investment option, such as the growth option or dividend option, based on your investment goals and preferences.
8. Specify the investment amount or number of units you wish to invest.
9. Choose the payment mode, whether through lump sum or SIP (Systematic Investment Plan).
10. If investing through SIP, provide the necessary details for periodic deductions from your bank account.
11. Review the completed application form and ensure all the information provided is correct.
12. Submit the filled-in application form along with the required documents, such as KYC (Know Your Customer) documents, bank account proof, etc., as specified by Religare MF.
13. Make the investment payment using the designated payment mode, whether through cheque, demand draft, NEFT, or any other accepted method.
14. After the completion of the payment process, you will receive an acknowledgment receipt or folio number as proof of your investment in the Religare Fixed Maturity Plan.

Who needs Religare Fixed Maturity Plan:

1. Investors looking for fixed income options with a predetermined maturity period may consider Religare Fixed Maturity Plan.
2. Individuals who want to invest in fixed income securities but want to avoid the interest rate volatility associated with traditional fixed deposits.
3. Those seeking relatively stable returns within a specified time frame, which can vary from a few months to a few years, depending on the chosen plan.
4. Risk-averse investors who are comfortable with moderate levels of risk associated with debt instruments and prefer capital preservation over high-risk investments.
5. Investors who want to diversify their portfolio by including debt instruments alongside equity or other asset classes.
6. Individuals looking for tax-efficient investment options may find Religare Fixed Maturity Plan attractive, as it offers indexation benefits for long-term capital gains tax calculations.
7. Investors who are willing to hold their investments until maturity and prefer a fixed lock-in period without any facility for premature withdrawals.

Remember to always evaluate your financial goals, risk appetite, and consult with a financial advisor before investing in any financial product, including Religare Fixed Maturity Plan.

For pdfFiller’s FAQs

What is religare fixed maturity plan?

Religare fixed maturity plan is a close-ended debt fund offered by Religare Mutual Fund that invests in fixed income securities with a maturity date matching the tenure of the scheme.

Who is required to file religare fixed maturity plan?

Individuals or entities who have invested in religare fixed maturity plan are required to file it in their income tax returns.

How to fill out religare fixed maturity plan?

To fill out religare fixed maturity plan, investors need to provide details of their investments, gains or losses, and any income earned from the plan.

What is the purpose of religare fixed maturity plan?

The purpose of religare fixed maturity plan is to provide investors with a fixed income investment option that matures on a specific date, allowing them to plan their finances accordingly.

What information must be reported on religare fixed maturity plan?

Investors must report details of their investments, gains or losses, and any income earned from the plan on religare fixed maturity plan.

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