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UTI Capital Protection Oriented Scheme Series IV KEY INFORMATION MEMORANDUM UTI CAPITAL PROTECTION ORIENTED SCHEME SERIES — IV-I (1103 DAYS) (A Close-ended Capital Protection Oriented Income Fund)

How to fill out uti capital protection

How to fill out UTI Capital Protection:

1. Visit the official website of UTI Mutual Fund.
2. Look for the section on capital protection plans or search for "UTI Capital Protection" in the search bar.
3. Select the specific capital protection plan that suits your investment goals and risk appetite.
4. Read the scheme information document (SID) or offer document carefully. It provides detailed information about the capital protection plan, its objectives, investment strategy, costs, and risks.
5. Understand the key features and benefits of the capital protection plan, such as the tenure, minimum investment amount, lock-in period, and maturity value protection.
6. Fill out the application form for UTI Capital Protection. Provide accurate and complete details, including your personal information, bank account information, investment amount, and investment options (if any).
7. Attach the necessary supporting documents as mentioned in the application form, such as KYC documents (Know Your Customer), PAN card copy, proof of address, and bank account proof.
8. Review the filled application form and documents for any errors or omissions. Make sure all the information provided is correct and matches the documents attached.
9. Sign the application form and make sure the signature matches the one on the KYC documents.
10. Submit the filled application form along with the required documents to the nearest UTI Mutual Fund office or distributor. Alternatively, you can also submit it online through the UTI Mutual Fund website or any other authorized online platforms.
11. After the submission, you will receive an acknowledgment receipt or confirmation email. Keep it safe for future reference.
12. Wait for the update from UTI Mutual Fund regarding the acceptance and processing of your application. This may take a few days to a couple of weeks depending on the volume of applications received.
13. Once your application is processed, you will receive the account details and investment confirmation from UTI Mutual Fund.
14. Regularly monitor your UTI Capital Protection investment through the provided account details or online platforms.
15. Seek the help of a financial advisor or UTI Mutual Fund customer support if you have any questions or need assistance with your UTI Capital Protection investment.

Who needs UTI Capital Protection:

1. Investors who are looking for a relatively low-risk investment option with capital protection features.
2. Individuals who have a specific time horizon for their investments and want to protect their capital at maturity.
3. Risk-averse investors who are not comfortable with investing in high-risk assets but still want the potential to earn returns higher than traditional fixed deposits.
4. Investors who want to diversify their portfolio by adding a capital protection plan to their existing investments.
5. Individuals who have a short-term financial goal and want to preserve the capital invested while aiming for modest returns.
6. Investors who prefer the professional management of their investments by a reputable mutual fund house like UTI Mutual Fund.

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What is uti capital protection?

UTI Capital Protection is a financial product that aims to protect investors' capital and guarantee a minimum return.

Who is required to file uti capital protection?

Investors who have invested in UTI Capital Protection are required to file it.

How to fill out uti capital protection?

UTI Capital Protection can be filled out by providing information about the invested capital, desired protection level, and investment term.

What is the purpose of uti capital protection?

The purpose of UTI Capital Protection is to safeguard investors' capital from market risks and provide a guaranteed minimum return.

What information must be reported on uti capital protection?

Information such as the invested capital amount, protection level chosen, investment term, and any additional options selected must be reported on UTI Capital Protection.