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Multi Scheme SIP Facility Application Form Distributor Name & ARN/ RIA No. Sub Broker Name & ARN/ RIA No. SIP 03/18 V3(PLEASE READ THE INSTRUCTIONS BEFORE FILLING UP THE FORM.) Employee Unique ID.
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How to fill out multi scheme sip facility

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How to fill out multi scheme sip facility

01
To fill out multi scheme sip facility, follow these steps:
02
Begin by selecting the investment schemes you wish to invest in.
03
Determine the allocation of funds for each scheme.
04
Divide the total investment amount based on the allocation percentages determined in step 2.
05
Fill out the investment application form with your personal details.
06
Specify the investment amount for each scheme in the appropriate fields.
07
Provide all required supporting documents, such as identification proof and address proof.
08
Review the filled application form for accuracy and completeness.
09
Sign the application form and submit it along with the supporting documents to the designated authority or investment company.
10
Pay the required fees or initial investment amount as specified.
11
Wait for the confirmation of your multi scheme sip facility and start enjoying the benefits of investing in multiple schemes simultaneously.

Who needs multi scheme sip facility?

01
Multi scheme sip facility is beneficial for individuals who:
02
- Want to diversify their investment portfolio by investing in multiple schemes.
03
- Prefer a systematic investment approach for disciplined wealth creation.
04
- Seek flexibility in choosing different investment schemes based on their financial goals and risk appetite.
05
- Wish to take advantage of varying market conditions by spreading their investments across different asset classes.
06
- Desire to take advantage of the power of compounding by investing in a disciplined and regular manner.
07
- Have a long-term investment horizon and are willing to stay invested for a considerable period.
08
- Want to leverage the expertise of professional fund managers in managing their investments across different schemes.
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Multi scheme SIP facility allows investors to invest in multiple mutual fund schemes using a single SIP (Systematic Investment Plan) registration.
Investors who want to invest in multiple mutual fund schemes through SIP are required to file for multi scheme SIP facility.
To fill out multi scheme SIP facility, investors need to contact their mutual fund company or visit their online portal to submit the necessary request.
The purpose of multi scheme SIP facility is to provide convenience and flexibility to investors who wish to invest in multiple mutual fund schemes through SIP.
The information reported on multi scheme SIP facility typically includes details of the investor, choice of mutual fund schemes, SIP amount, frequency of investment, etc.
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