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6th Floor, Kodak Infinity, Building No. 21, Infinity Park, Off. Western Express Highway, Gen. A.K. Vienna Mary, Malay (E) Mumbai 400 097. 0226638 4400 mutual kotak.com www.kotakmutual.com KODAK FMP

How to fill out kotak fmp 370days series

How to Fill Out Kotak FMP 370 days Series:

1. Visit the Kotak Mutual Fund website or contact the nearest Kotak Mutual Fund branch to obtain the application form for the FMP 370 days series.
2. Carefully read and understand the instructions given on the application form. Make sure you meet the eligibility criteria and have all the necessary documents handy.
3. Fill out the personal details section in the application form, including your name, address, contact information, date of birth, and PAN (Permanent Account Number).
4. Provide your bank account details, such as the bank name, branch, account number, and IFSC code. This information is necessary for the redemption of units and the payment of dividends, if any.
5. Specify the investment amount in the FMP 370 days series. You may have the option to invest a lump sum amount or choose a systematic investment plan (SIP) if available.
6. Select the growth or dividend option according to your investment preference. The growth option retains the returns within the fund, while the dividend option pays out regular dividends.
7. If you wish to invest through a broker or distributor, mention their ARN (ARN stands for Association of Mutual Funds in India Registration Number) in the respective section of the form.
8. Attach a copy of your PAN card and any other supporting documents required by the application form, such as KYC (Know Your Customer) documents, if applicable.
9. Carefully review the filled application form and ensure that all the information provided is accurate and complete.
10. Sign the application form at the designated places and submit it along with the necessary documents to the Kotak Mutual Fund office or the authorized collection centers.

Who Needs Kotak FMP 370 days Series:

1. Individuals looking to invest for a specific duration: Kotak FMP 370 days series is suitable for individuals who have a specific investment horizon of 370 days and are seeking a fixed income investment option.
2. Risk-averse investors: Kotak FMP 370 days series is a fixed maturity plan that aims to provide stable returns by investing in fixed-income instruments, making it suitable for risk-averse investors who prioritize capital protection.
3. Investors looking for tax efficiency: FMPs may offer certain tax benefits, especially for individuals in higher tax brackets. Investors seeking tax efficiency and potential indexation benefits may find the Kotak FMP 370 days series appealing.
4. Individuals seeking portfolio diversification: Investing in the Kotak FMP 370 days series can help individuals diversify their investment portfolio by including fixed-income instruments with a specific maturity period.
5. Those seeking a defined investment period: The Kotak FMP 370 days series is ideal for investors who have a defined investment period and want their funds to be locked in for a specific duration without any early exit options.

Note: It is advisable to consult with a financial advisor or investment professional before making any investment decisions to assess if Kotak FMP 370 days series aligns with your investment objectives and risk profile.

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What is kotak fmp 370days series?

Kotak FMP 370 Days Series is a fixed maturity plan offered by Kotak Mahindra Asset Management Company. It is a close-ended debt scheme with a maturity period of 370 days.

Who is required to file kotak fmp 370days series?

Investors who wish to invest in Kotak FMP 370 Days Series need to file the necessary documents and complete the subscription process with the designated intermediaries or through the online platform provided by Kotak Mahindra Asset Management Company.

How to fill out kotak fmp 370days series?

To fill out Kotak FMP 370 Days Series, investors need to provide their personal and financial details, complete the risk profile assessment, and submit the required documents, such as KYC (Know Your Customer) information and the necessary investment forms. This can be done either physically by visiting the designated branches or online through the official website or online platforms provided by Kotak Mahindra Asset Management Company.

What is the purpose of kotak fmp 370days series?

The purpose of Kotak FMP 370 Days Series is to provide investors with an investment option that has a fixed maturity period of 370 days. It aims to generate returns over the specified period by investing in a portfolio of fixed income securities and debt instruments. The scheme is suitable for investors looking for a fixed investment tenure with potentially higher returns compared to traditional savings accounts.

What information must be reported on kotak fmp 370days series?

Investors in Kotak FMP 370 Days Series need to report their personal and financial information, including their name, address, PAN (Permanent Account Number) details, bank account information, and KYC (Know Your Customer) documents. Additionally, they need to provide details of the investment amount, investment tenure, and the mode of investment (lump sum or systematic investment plan, if applicable).