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Appendix 3 Mutual Fund Service System facility To Date: Cholamandalam Securities limited 'Parry House, 2nd Floor No.2 N.S.C. Bose road, Parry, Chennai 600 001 Sir, Sub: Mutual Fund Service System

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How to fill out Chola Wealth:

1. Gather all necessary personal and financial information, such as identification documents, bank statements, tax returns, and investment details.
2. Access the Chola Wealth application form either online or through a physical document obtained from a Chola Wealth branch.
3. Fill in the required personal information, including name, address, contact details, and employment details.
4. Provide accurate and up-to-date financial information, including income, assets, liabilities, and expenses.
5. Complete the investment preference section, indicating the desired investment options and risk tolerance level.
6. Review the filled-out form for any errors or omissions and make necessary corrections.
7. Sign the completed form and attach any required supporting documents as specified by Chola Wealth.
8. Submit the filled-out form and accompanying documents to the designated Chola Wealth office or online portal.

Who needs Chola Wealth?

1. Individuals who are looking for professional assistance in managing their wealth and investments.
2. High net worth individuals who require personalized financial planning and advisory services.
3. Business owners and entrepreneurs seeking comprehensive wealth management solutions for their personal and business finances.
4. Those seeking to diversify their investment portfolio and explore a wide range of investment opportunities.
5. People who want to optimize their financial resources and achieve long-term financial goals through disciplined investment strategies.
6. Individuals who lack the time or expertise to actively manage their investments and prefer to rely on expert wealth managers.
7. Those in need of retirement planning services and assistance in building a secure financial future.
8. Individuals who seek holistic wealth management services that cater to both current financial needs and future aspirations.

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Chola wealth refers to the total assets and financial holdings of an individual or entity, including property, investments, and other valuables.

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Individuals and entities meeting certain criteria, such as high net worth individuals, corporations, and partnerships, may be required to file chola wealth.

How to fill out chola wealth?

To fill out chola wealth, individuals or entities must gather relevant financial information and complete the designated forms provided by the appropriate government authority.

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The purpose of chola wealth is to assess the financial status and assets of individuals or entities for taxation, regulatory, or statistical purposes.

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Chola wealth requires reporting of various financial assets and liabilities, including but not limited to cash, bank accounts, real estate, investments, and debts.