Get the free SUNDARAM MONTHLY INCOME PLAN - ICICI Direct

SUNDAY MUTUAL FUND KEY INFORMATION MEMORANDUM Come APPLICATION FORM SUNDAY MONTHLY INCOME PLAN (An Open ended Income Scheme) Initial Issue Opens on Initial Issue Closes on Schemes Reopens on : 3rd

How to fill out sundaram monthly income plan

How to Fill Out Sundaram Monthly Income Plan:

1. Visit the Sundaram Mutual Fund website or reach out to a financial advisor to obtain the application form for the Sundaram Monthly Income Plan.
2. Carefully read through the application form and the associated terms and conditions to understand the requirements and benefits of the plan.
3. Fill in your personal details such as name, address, contact information, and PAN number in the designated sections of the application form.
4. Provide the necessary investment details, including the desired investment amount, mode of investment (lump sum or SIP), and the frequency of investment (monthly, quarterly, etc.).
5. If you opt for a Systematic Investment Plan (SIP), ensure that you choose the desired SIP date and provide the necessary bank account details for automatic debits.
6. Decide the investment option (dividend or growth) based on your financial goals and risk appetite. If you choose the dividend option, select the dividend payout or reinvestment option as per your preference.
7. If you are an existing investor with Sundaram Mutual Fund, mention the existing folio number in the application form for seamless integration with your existing investments.
8. Carefully review all the details filled in the application form to ensure accuracy and completeness.
9. Attach the necessary documents, such as a copy of your PAN card, KYC documents, and a canceled cheque for bank account verification.
10. Once all the required information is filled and the documents are attached, sign the application form.
11. Submit the completely filled and signed application form along with the necessary documents to the nearest Sundaram Mutual Fund branch or through the designated online portal.

Who Needs Sundaram Monthly Income Plan:

1. Individuals who are looking for a regular income stream to meet their monthly expenses can benefit from the Sundaram Monthly Income Plan. This plan offers regular dividends, making it ideal for retirees or individuals seeking a steady income source.
2. Investors who are risk-averse and prefer investments in debt instruments. The Sundaram Monthly Income Plan primarily invests in fixed income securities like government bonds and corporate debentures, providing stable returns with lower volatility.
3. Those who seek to diversify their investment portfolio by adding a debt-oriented mutual fund. The Sundaram Monthly Income Plan can complement equity investments and provide stability to the overall portfolio.
4. Individuals who have a medium to long-term investment horizon and are willing to stay invested to reap the benefits of compounding growth and regular income over time.
5. Investors who trust the expertise and track record of Sundaram Mutual Fund and are looking for a reputable fund house to manage their investments professionally.

Please note that while the points above provide a general understanding, it is essential to assess your financial goals and consult with a financial advisor before making any investment decisions.

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What is sundaram monthly income plan?

Sundaram Monthly Income Plan is a investment scheme offered by Sundaram Mutual Fund which aims to provide regular income to investors.

Who is required to file sundaram monthly income plan?

Individuals who want to invest in the Sundaram Monthly Income Plan are required to file the necessary documents.

How to fill out sundaram monthly income plan?

To fill out the Sundaram Monthly Income Plan, you need to contact Sundaram Mutual Fund or their authorized agents for the application form and guidance.

What is the purpose of sundaram monthly income plan?

The purpose of Sundaram Monthly Income Plan is to provide investors with regular income through investments in various securities.

What information must be reported on sundaram monthly income plan?

The information reported on Sundaram Monthly Income Plan includes personal details of the investor, investment amount, choice of investment plan, etc.