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Kotak Mahindra Mutual Fund 3638A, Norman Haven 227, Norman Point Mumbai 400 021KEY INFORMATION MEMORANDUM & APPLICATION FORMSCONTINUOUS OFFER: Unit of all Schemes available at prices related to Applicable
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To fill out a Kotak Mahindra mutual fund form, follow these steps:
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Begin by providing your personal information, such as your name, address, and contact details.
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Next, select the type of Kotak Mahindra mutual fund you wish to invest in.
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Provide your bank details, including the account number and IFSC code, for investment and redemption purposes.
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Specify the investment amount or the number of units you wish to purchase.
06
Choose the mode of investment, such as a lump sum payment or a systematic investment plan (SIP).
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If opting for an SIP, mention the periodicity and the installment amount.
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Complete the nominee details, in case you want to appoint someone to receive the proceeds in the event of your demise.
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Finally, sign the form and submit it along with the necessary documents, such as KYC documents and a canceled cheque.

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- Desire flexibility in investment options, such as lump sum or SIP
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- Value transparency and compliance in their investment choices
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- Are willing to commit their funds for the desired investment duration
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Kotak Mahindra Mutual Fund is an investment option that pools money from multiple investors to invest in securities like stocks, bonds, and other assets.
Individuals or entities looking to invest in securities through a professionally managed mutual fund.
To invest in Kotak Mahindra Mutual Fund, individuals can fill out an application form with their personal and financial details.
The purpose of Kotak Mahindra Mutual Fund is to provide investors with an opportunity to invest in a diversified portfolio of securities managed by professional fund managers.
Investors must report their personal details, investment amount, choice of scheme, and other relevant information required by the fund house.
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