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PLEASE REFER TO THE PRODUCT LABEL SECTION ON PAGE 1 BEFORE FILLING THIS FORMCommon Application Form (except for Tata Retirement Savings Fund Sr. No.:& Tata Young Citizens Fund)1. DISTRIBUTOR INFORMATION
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How to fill out tata mutual fund
How to fill out tata mutual fund
01
To fill out Tata Mutual Fund application form, follow these steps:
02
Obtain the application form either online or from the nearest Tata Mutual Fund branch or authorized distributor.
03
Read the instructions carefully and understand the terms and conditions associated with the mutual fund.
04
Fill in your personal details such as name, contact information, PAN card number, and bank account details.
05
Provide supporting documents such as address proof, identity proof, and PAN card copy.
06
Choose the type of fund you want to invest in and mention the investment amount.
07
Tick the appropriate options regarding the mode of investment, dividend option, and nominee details.
08
Review the filled application form for any errors or missing information.
09
Sign the form and attach the necessary documents.
10
Submit the completed application form along with the required documents at the Tata Mutual Fund office or authorized distributor.
11
Keep a copy of the filled application form and acknowledgement receipt for future reference.
Who needs tata mutual fund?
01
Anyone who wants to invest their money in a professionally managed mutual fund and has a long-term investment horizon can consider Tata Mutual Fund.
02
Specifically, individuals who want diversification in their investment portfolio, are looking for potential capital appreciation, and prefer to rely on the expertise of professional fund managers can benefit from Tata Mutual Fund.
03
Tata Mutual Fund caters to various types of investors such as retail investors, institutional investors, corporations, trusts, and NRIs.
04
However, it is always recommended to consult a financial advisor or conduct thorough research before investing in mutual funds to determine if it aligns with your investment goals, risk appetite, and financial situation.
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