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SYSTEMATIC INVESTMENT APPLICATION FORM SIP (WITH MICRO SIP) / CENTURY SIP INVESTMENT THROUGH ECS/ NEWS/ RCS/ AUTO DEBIT/ PDC (PLEASE READ THE INSTRUCTIONS BEFORE FILLING UP THE FORM. PLEASE ENSURE

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How to fill out systematic investment application form

01

Carefully read and understand the instructions mentioned on the systematic investment application form.

02

Ensure that you have all the required documents and information handy before filling out the form.

03

Start by entering your personal details such as name, address, contact information, and PAN number.

04

Provide information about the investment scheme you wish to enroll in, including the amount to be invested and frequency of investments.

05

If you have a bank account linked to the investment scheme, mention the account details and provide a canceled cheque leaf or bank statement as proof.

06

Fill in the nominee details, including their name, relationship, and contact information, in case of any unforeseen circumstances.

07

Double-check all the entered information for accuracy and ensure that you have signed the form at the designated places.

08

Submit the completed form along with any additional required documents to the designated investment office or mutual fund distributor.

09

Make a copy of the filled form and keep it for your records.

10

Wait for confirmation from the investment company or distributor regarding the acceptance of your systematic investment application.

Who needs systematic investment application form?

01

Individuals looking to invest in mutual funds or other investment schemes on a regular and systematic basis.

02

Anyone who wants to automate their investment process and avoid the hassle of monthly manual transactions.

03

Investors who prefer to accumulate wealth gradually over a period of time rather than making lump-sum investments.

04

Individuals who want to take advantage of rupee-cost averaging and benefit from market fluctuations.

05

People who wish to achieve their long-term financial goals through disciplined and planned investments.

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