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UTI Equity Savings Fund application form UTI Equity Savings Fund (An open-ended scheme investing in equity, arbitrage and debt) This product is suitable for investors who are seeking*:Long term capital
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How to fill out uti equity savings fund
How to fill out uti equity savings fund
01
Start by opening an account with UTI Mutual Fund.
02
Once your account is opened, you can fill out the UTI Equity Savings Fund application form.
03
Enter your personal details such as name, address, date of birth, etc. in the application form.
04
Provide your bank details for investments and dividends.
05
Choose the investment mode (lump sum or SIP) and mention the amount you want to invest.
06
Read and understand the terms and conditions mentioned in the form.
07
Sign the application form and attach the necessary documents, such as identity proof, address proof, PAN card, etc.
08
Submit the filled-out form along with the required documents at the UTI Mutual Fund office or authorized centers.
09
Make the payment for the investment either through check, demand draft, online transfer, or any other accepted mode of payment.
10
Once the application is processed, you will receive a confirmation and your investment will be allocated to UTI Equity Savings Fund.
Who needs uti equity savings fund?
01
UTI Equity Savings Fund is suitable for individuals who:
02
- Are looking for long-term capital growth with moderate risk.
03
- Want to invest in a diversified portfolio of equity, debt, and arbitrage opportunities.
04
- Have a medium to high risk appetite.
05
- Are willing to stay invested for a considerable period.
06
- Are seeking potential tax benefits under section 80C of the Income Tax Act.
07
- Prefer professional fund management and expertise in their investment decisions.
08
It is important to consult with a financial advisor or consider your investment goals and risk tolerance before investing in UTI Equity Savings Fund.
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