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This document outlines the details of the TATA FIXED HORIZON FUND SERIES 2, a close-ended debt fund aimed at generating regular income and capital appreciation through investment in a variety of debt
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How to fill out TATA FIXED HORIZON FUND SERIES 2 - PLAN B
01
Gather necessary documents like ID proof, address proof, and bank account details.
02
Visit the official website or branch of TATA Mutual Fund.
03
Navigate to the TATA FIXED HORIZON FUND SERIES 2 - PLAN B section.
04
Download the application form or fill it out online.
05
Provide all required personal and financial information accurately.
06
Specify the investment amount and select your preferred payment method.
07
Complete the KYC (Know Your Customer) process, if not done already.
08
Submit the application form along with relevant documents.
09
Make the payment through your chosen method.
10
Receive the confirmation and wait for the units to be credited to your account.
Who needs TATA FIXED HORIZON FUND SERIES 2 - PLAN B?
01
Individuals seeking to invest in fixed maturity plans with a defined investment horizon.
02
Investors looking for a relatively safer option with fixed returns.
03
People planning for specific financial goals within the investment period.
04
Those who prefer to lock in their funds for a predetermined period to avoid market volatility.
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What is TATA FIXED HORIZON FUND SERIES 2 - PLAN B?
TATA FIXED HORIZON FUND SERIES 2 - PLAN B is a fixed maturity plan which invests in debt instruments with a specific maturity profile, aiming to provide investors with a predictable return over a defined investment horizon.
Who is required to file TATA FIXED HORIZON FUND SERIES 2 - PLAN B?
Investors who have invested in TATA FIXED HORIZON FUND SERIES 2 - PLAN B and need to report their income or gains from the fund for tax purposes are required to file.
How to fill out TATA FIXED HORIZON FUND SERIES 2 - PLAN B?
To fill out TATA FIXED HORIZON FUND SERIES 2 - PLAN B, investors need to provide personal details, investment amount, and any applicable tax information in accordance with the forms provided by the fund.
What is the purpose of TATA FIXED HORIZON FUND SERIES 2 - PLAN B?
The purpose of TATA FIXED HORIZON FUND SERIES 2 - PLAN B is to offer investors a fixed return on their investment over a specific period by investing in fixed income securities with low risk.
What information must be reported on TATA FIXED HORIZON FUND SERIES 2 - PLAN B?
Investors must report details such as investment amount, returns earned, tax deductions, and any other income generated from the investment during the financial year.
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