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This document serves as an application form for investing in open-end equity and balanced schemes of UTI Mutual Fund.
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How to fill out COMMON APPLICATION FORM FOR OPEN-END EQUITY AND BALANCED SCHEMES
01
Obtain the Common Application Form from the financial institution or download it from their website.
02
Fill in your personal details including name, address, contact number, and email.
03
Provide your PAN (Permanent Account Number) and KYC (Know Your Customer) information.
04
Select the type of scheme you wish to invest in, either Open-End Equity or Balanced Scheme.
05
Specify the investment amount you intend to invest.
06
Choose your preferred mode of payment, such as cheque, online transfer, or other methods.
07
Sign the declaration at the end of the form confirming that all information provided is accurate.
08
Submit the completed form to the financial institution along with any required documentation.
Who needs COMMON APPLICATION FORM FOR OPEN-END EQUITY AND BALANCED SCHEMES?
01
Investors looking to allocate their funds in Open-End Equity or Balanced Schemes.
02
Individuals seeking to grow their wealth through investment in equity markets.
03
People planning for long-term financial goals like retirement or education funding.
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What is COMMON APPLICATION FORM FOR OPEN-END EQUITY AND BALANCED SCHEMES?
The COMMON APPLICATION FORM FOR OPEN-END EQUITY AND BALANCED SCHEMES is a standardized document used by investors to apply for mutual fund investments in open-end equity and balanced schemes.
Who is required to file COMMON APPLICATION FORM FOR OPEN-END EQUITY AND BALANCED SCHEMES?
Individuals, institutions, and entities looking to invest in open-end equity and balanced mutual fund schemes are required to file this form.
How to fill out COMMON APPLICATION FORM FOR OPEN-END EQUITY AND BALANCED SCHEMES?
To fill out the COMMON APPLICATION FORM, investors should provide personal details such as name, address, contact information, PAN number, and bank details, along with the desired investment amount and scheme preference.
What is the purpose of COMMON APPLICATION FORM FOR OPEN-END EQUITY AND BALANCED SCHEMES?
The purpose of the COMMON APPLICATION FORM is to streamline and simplify the process of investing in mutual funds, making it easier for investors to apply for multiple schemes with a single document.
What information must be reported on COMMON APPLICATION FORM FOR OPEN-END EQUITY AND BALANCED SCHEMES?
The form requires information including the investor's personal details, investment amount, scheme selection, bank account details, and signature for authorization.
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