Get the free Religare Fixed Maturity Plan - Series XI - Plan C - Moneycontrolcom

Key Information Memorandum & Application Form Relegate Fixed Maturity Plan Series XI Plan C (13 Months) (A Close Ended Debt Scheme) Offer for Units of Rs. 10 each for cash during the New Fund Offer

How to fill out religare fixed maturity plan

How to fill out religare fixed maturity plan:

1. Visit the official website of Religare Mutual Fund or contact a registered distributor to obtain the application form for the fixed maturity plan.
2. Carefully read and understand the terms and conditions, investment objective, and risk factors mentioned in the scheme information document (SID) provided by the fund house.
3. Fill in the application form with accurate personal details such as name, contact information, date of birth, and PAN (Permanent Account Number).
4. Select the specific series of the fixed maturity plan you wish to invest in and mention the amount you want to invest.
5. Decide the mode of investment, i.e., either through a lump sum payment or through a systematic investment plan (SIP). If opting for SIP, mention the frequency and dates for investment.
6. Provide the necessary bank details such as account number, IFSC code, and MICR code for the purpose of investment and redemption.
7. Attach the supporting documents required, which usually include a copy of PAN card, KYC (Know Your Customer) compliance form, and an identity proof (such as Aadhar card, voter ID, passport, etc.).
8. Verify and sign the application form, ensuring all the details are correctly filled and match with the supporting documents.
9. Deposit the filled application form along with the investment amount at the nearest branch of Religare Mutual Fund or submit it to the registered distributor.
10. Keep a copy of the filled application form, acknowledgement slip, and transaction statement for future reference.

Who needs religare fixed maturity plan:

1. Individuals seeking fixed returns: Religare fixed maturity plans are suitable for individuals who prefer the stability of fixed returns over the fluctuating nature of other investment options, such as equity funds.
2. Risk-averse investors: If you are risk-averse and prefer low-risk investment avenues, religare fixed maturity plans can be a suitable choice as they primarily invest in debt securities and carry a lower risk profile compared to equity-oriented funds.
3. Goal-oriented investors: These plans can be beneficial for investors who have a specific financial goal in mind, such as saving for a down payment on a house or funding their child's education, as the fixed maturity period allows for targeted savings and planning.
4. Individuals looking for tax efficiency: Depending on the prevailing tax regulations, investing in religare fixed maturity plans may help in optimizing returns and reducing tax liabilities through indexation benefits.
5. Investors with shorter investment horizon: As the fixed maturity plans have a predetermined maturity period, typically ranging from 1 to 5 years, they are suitable for investors with a shorter investment horizon who can align their financial goals accordingly.

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What is religare fixed maturity plan?

Religare Fixed Maturity Plan (FMP) is a type of mutual fund scheme with a fixed maturity date.

Who is required to file religare fixed maturity plan?

Investors who have invested in Religare Fixed Maturity Plan are required to file it in their tax returns.

How to fill out religare fixed maturity plan?

To fill out Religare Fixed Maturity Plan, investors need to provide details of their investment in the scheme including the amount invested and the tenure of the plan.

What is the purpose of religare fixed maturity plan?

The purpose of Religare Fixed Maturity Plan is to provide investors with a fixed investment option for a specific period of time.

What information must be reported on religare fixed maturity plan?

Investors must report details of their investment in Religare Fixed Maturity Plan including the amount invested, maturity date, and returns earned.