Get the free ICICI Prudential Advisor Series An Open Ended Fund of Funds bb

Key Information Memorandum ICICI Prudential Advisor Series (An Open Ended Fund of Funds Scheme) Continuous offer for units at NAV based prices PRODUCT LABELS NAME OF THE SCHEME THIS PRODUCT IS SUITABLE

How to fill out icici prudential advisor series

How to fill out ICICI Prudential Advisor Series:

1. Begin by carefully reading through the application form provided by ICICI Prudential for the Advisor Series.
2. Fill in your personal information accurately, including your full name, contact details, date of birth, and address.
3. Provide your PAN (Permanent Account Number), which is mandatory for investing in mutual funds in India.
4. Select the specific investment plan or fund within the Advisor Series that you wish to invest in. Make sure to review the fund's objective, risk factors, and historical performance before making a decision.
5. Enter the amount you want to invest in the chosen fund, either as a lump sum or through a systematic investment plan (SIP).
6. If you are investing through a SIP, specify the frequency and duration of the SIP. This can be monthly, quarterly, or annually based on your preference.
7. If you have any existing mutual fund investments with ICICI Prudential or other fund houses, mention the details in the appropriate section.
8. Verify and cross-check all the information you have provided in the form to ensure accuracy.
9. Sign the application form after carefully reading and understanding the terms and conditions mentioned by ICICI Prudential.
10. Submit the completed form along with any required documents, such as address proof, identity proof, and PAN card copy, to an ICICI Prudential branch or authorized distributor.

Who needs ICICI Prudential Advisor Series:

1. Individuals who are looking to invest their savings in various mutual fund schemes.
2. Investors who want professional expertise and guidance in managing their investment portfolio.
3. Those who prefer a range of investment options within a single series, catering to different risk appetites and financial goals.
4. Individuals who value the brand reputation and track record of ICICI Prudential as a leading asset management company in India.
5. Investors who are seeking long-term capital appreciation and wealth creation opportunities through systematic investments.
6. Those who want the convenience of investing through a reliable and well-established platform, offering ease of paperwork and online services.
7. Individuals who wish to diversify their investment portfolios and take advantage of market opportunities in different asset classes.
8. Investors who prefer to have regular access to research reports, expert advice, and dedicated customer support for their investment-related queries.

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