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This document serves as a key information memorandum for the Reliance Dual Advantage Fixed Tenure Fund - III - Plan D, detailing the application procedure, investment objectives, risk factors, and

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How to fill out Reliance Dual Advantage Fixed Tenure Fund - III - Plan D

01

Obtain the application form for Reliance Dual Advantage Fixed Tenure Fund - III - Plan D from the official website or a branch.

02

Fill out the personal details section, including your name, address, and contact information.

03

Provide your bank account details for the purpose of SIP (Systematic Investment Plan) or lumpsum investment.

04

Choose the investment amount you wish to invest in the fund.

05

Select the investment type - either lump sum or SIP.

06

Complete the Know Your Customer (KYC) process if you haven't done so already.

07

Sign the declaration, confirming that the details provided are accurate.

08

Submit the completed application form along with the required documents at the nearest branch or online.

Who needs Reliance Dual Advantage Fixed Tenure Fund - III - Plan D?

01

Investors looking for a fixed-income investment option with a defined tenure.

02

Individuals seeking a balance between safety and moderate returns.

03

Those who want to diversify their investment portfolio with fixed tenure funds.

04

Risk-averse investors who prefer lower volatility in their investments.

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What is Reliance Dual Advantage Fixed Tenure Fund - III - Plan D?

Reliance Dual Advantage Fixed Tenure Fund - III - Plan D is a closed-end debt fund that aims to provide stable returns to its investors over a fixed tenure by investing in a mix of debt and equity instruments.

Who is required to file Reliance Dual Advantage Fixed Tenure Fund - III - Plan D?

Investors who wish to invest in this fund are required to fill out the application form and comply with the KYC (Know Your Customer) norms mandated by regulatory authorities.

How to fill out Reliance Dual Advantage Fixed Tenure Fund - III - Plan D?

To fill out the form for Reliance Dual Advantage Fixed Tenure Fund - III - Plan D, investors need to provide personal details such as name, address, contact information, and details of the investment amount, as well as complete the KYC requirements.

What is the purpose of Reliance Dual Advantage Fixed Tenure Fund - III - Plan D?

The purpose of Reliance Dual Advantage Fixed Tenure Fund - III - Plan D is to provide investors with a combination of regular income and capital appreciation by investing in a diversified portfolio of fixed income securities and equities over a fixed investment horizon.

What information must be reported on Reliance Dual Advantage Fixed Tenure Fund - III - Plan D?

The information that must be reported includes investor's personal details, investment amount, risk profiling, and any details regarding the source of funds as part of the KYC compliance.

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