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FOLIO CONSOLIDATION REQUISITION (For existing Unitholders only)Date:I/We wish to consolidate all my/our below mentioned folio numbers into a single folio.D D M M Y YYYSource Folios for Consolidation

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How to fill out folio consolidation request form

01

Obtain the folio consolidation request form from the respective authority

02

Fill out your personal details such as name, address, contact information, etc.

03

Include the details of all the folios that you wish to consolidate

04

Check for any additional documents or information required to be submitted along with the form

05

Submit the completed form and any other necessary documents to the designated office or address

Who needs folio consolidation request form?

01

Investors who have multiple folios in the same mutual fund and wish to consolidate them into a single folio

02

Anyone who wants to streamline their investments and have a better overview of their holdings

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What is folio consolidation request form?

The folio consolidation request form is a document used by account holders to request the merging of multiple folios into a single folio for better management of their investments.

Who is required to file folio consolidation request form?

Investors who hold multiple folios in a fund or investment scheme and wish to consolidate them into one are required to file the folio consolidation request form.

How to fill out folio consolidation request form?

To fill out the folio consolidation request form, provide personal details, details of the existing folios to be consolidated, and sign the form to authorize the consolidation.

What is the purpose of folio consolidation request form?

The purpose of the folio consolidation request form is to streamline the management of investments by allowing investors to consolidate their separate folios into one, making it easier to track performance and manage holdings.

What information must be reported on folio consolidation request form?

The form must include the investor's name, contact details, PAN (Permanent Account Number), details of the folios to be consolidated including folio numbers, and signature for approval.

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