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Get the free Lumpsum Cum SIP Application Form - True Wealth Architects

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Common Application Form Lump sum Come SIP Application Form (Form 1) Distributor Code ARN20230Application No. Internal Code for Subbroker/ EmployeeSubDistributor Code AGNI/We hereby confirm that the
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How to fill out lumpsum cum sip application

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To fill out a lumpsum cum sip application, follow these steps:
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Start by gathering all the necessary documents such as your identity proof, address proof, PAN card, and bank details.
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Download the lumpsum cum sip application form from the official website of the financial institution or mutual fund company.
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Fill in your personal details accurately, including your name, contact information, date of birth, and occupation.
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Provide your KYC (Know Your Customer) details, such as your PAN card number, Aadhaar card number, and any other relevant identification number.
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Specify the type of investment you wish to make, whether it is a lumpsum or SIP (Systematic Investment Plan).
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Mention the amount you want to invest and the frequency of investment if you choose SIP.
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Provide your bank account details for the purpose of investments and redemptions.
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Read and understand the terms and conditions mentioned in the application form, and ensure you agree to them.
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Review the completed application form, verify all the information provided, and make any necessary corrections if required.
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Sign the application form and attach any supporting documents as requested.
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Submit the filled-out application form along with the required documents to the designated office of the financial institution or mutual fund company.
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Keep a copy of the filled-out application form and acknowledgement receipt for future reference.

Who needs lumpsum cum sip application?

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Anyone who wishes to invest in a lumpsum or SIP (Systematic Investment Plan) can utilize the lumpsum cum sip application.
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This application is suitable for individuals who want to invest a lump sum amount in one go, as well as those who prefer to invest a fixed amount at regular intervals through SIP.
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Investors looking to start or modify their mutual fund investments can make use of the lumpsum cum sip application.

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