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SCHEME INFORMATION DOCUMENT UTI Fixed Investment Plan (An open-ended income scheme with no assured returns) The product is suitable for investors who are seeking*: Steady and reasonable income over

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How to fill out uti fixed investment plan

01

To fill out a UTI fixed investment plan, follow these steps:

02

Gather all the necessary documents such as KYC (Know Your Customer) documents, PAN (Permanent Account Number) card, and address proof.

03

Visit the official website of UTI Mutual Fund or go to the nearest UTI office.

04

Download the application form for the fixed investment plan or obtain it from the office.

05

Fill in all the required details in the form, including personal information and investment amount.

06

Attach the necessary documents mentioned in step 1, along with a copy of your cheque leaf for investment.

07

Review the form to ensure all the information is correct and complete.

08

Sign the form at the designated places.

09

Submit the filled form and the supporting documents to the UTI office or the authorized agent.

10

Pay the required investment amount through cheque or electronic transfer.

11

Once the investment is processed, you will receive an acknowledgement receipt for your reference.

12

Regularly monitor your investment and make any desired changes or additions as per your financial goals and requirements.

Who needs uti fixed investment plan?

01

UTI fixed investment plan is suitable for individuals who:

02

- Seek a safe and stable investment option with a predetermined interest rate.

03

- Want to invest for a fixed period while earning regular income.

04

- Prefer relatively low-risk investment with the flexibility to choose the investment tenure.

05

- Are looking for a hassle-free investment option with professional fund management.

06

- Wish to diversify their investment portfolio with a long-term perspective.

07

- Have a specific financial goal and want to accumulate wealth over time.

08

- Are comfortable with moderately conservative investment strategies.

09

- Wish to save for retirement, education, or any other long-term financial objective.

10

- Want to take advantage of the convenience and ease of investing through UTI Mutual Fund.

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What is uti fixed investment plan?

UTI Fixed Investment Plan is a type of investment scheme offered by UTI Mutual Fund where investors can invest a fixed amount regularly in the mutual fund scheme of their choice.

Who is required to file uti fixed investment plan?

Individuals or entities who wish to invest in UTI Fixed Investment Plan are required to file the necessary paperwork and investment documents.

How to fill out uti fixed investment plan?

To fill out UTI Fixed Investment Plan, investors need to consult with a financial advisor or visit the UTI Mutual Fund website for detailed instructions and forms.

What is the purpose of uti fixed investment plan?

The purpose of UTI Fixed Investment Plan is to provide investors with a disciplined and structured approach to investing in mutual funds by investing a fixed amount regularly.

What information must be reported on uti fixed investment plan?

UTI Fixed Investment Plan requires investors to report personal information, investment goals, risk tolerance, and other relevant financial details.

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