Yes, you can easily do mutual fund investments with Investor Point Financial Services Private Limited. For an individual investor who is looking to invest in Mutual Funds has to do individual KYC. Investor Point Financial Services Private Limited offers you a digital KYC process. Once your KYC is done, we create your Unique Client Code on the NSE Mutual Fund platform and then you can do all your Mutual Fund investing completely digitally from anywhere across the world.

Following documents you are required to keep handy for doing individual KYC:

• Passport Photo
• PAN Card
• Masked Aadhaar Card
• Mobile
• Email
• Mother Name
• Signature on plain paper (blue pen)

Yes, you can easily do mutual fund investments of your HUF with Investor Point Financial Services Private Limited. The most challenging task for any distributor is doing HUF KYC. With Investor Point Financial Services Private Limited, HUF KYC can be done easily.

The HUF KYC is done physically, as there are no digital options available. But once your KYC gets registered, we can create your Unique Client Code on the NSE Mutual Fund platform. Once your UCC gets activated, all the transactions whether it is purchase or redemption can be done digitally.

Following documents you are required to keep handy for doing HUF KYC:

• Copy of HUF PAN Card
• HUF Deed or List of Co-parceners
• Latest Bank Statement of HUF
• All Members’ Passport Photo, PAN Card & Masked Aadhaar Card
• HUF Stamp

Corporate

Yes, you can easily do mutual fund investments under your company name with Investor Point Financial Services Private Limited. The most challenging task for any distributor is doing Corporate KYC. With Investor Point Financial Services Private Limited, Corporate KYC can be done easily.

The Corporate KYC is done physically, as there are no digital options available. But once your KYC gets registered, we can create your Unique Client Code on the NSE Mutual Fund platform. Once your UCC gets activated, all the transactions whether it is purchase or redemption can be done digitally.

Following documents you are required to keep handy for doing Corporate KYC:

• Copy of Company PAN Card
• Copy of Certificate of Incorporation
• Copy of MOA & AOA
• Copy of Balance Sheet for last two financial years
• Copy of latest shareholding pattern
• Copy of Board Resolution for investment in securities market
• Authorised Signatories list with specimen signatures
• All Directors’ Passport Photo, PAN Card & Masked Aadhaar Card
• Corporate Stamp

Yes, you can easily do mutual fund investments under your Trust name with Investor Point Financial Services Private Limited. The most challenging task for any distributor is doing Trust KYC. With Investor Point Financial Services Private Limited, Trust KYC can be done easily.

The Trust KYC is done physically, as there are no digital options available. But once your KYC gets registered, we can create your Unique Client Code on the NSE Mutual Fund platform. Once your UCC gets activated, all the transactions whether it is purchase or redemption can be done digitally.

Following documents you are required to keep handy for doing Trust KYC:

• Copy of Trust PAN Card
• Copy of Balance Sheet for last two financial years
• Certificate of Registration for registered Trust
• Copy of Trust Deed
• List of Trustees certified by Managing Trustees / CA
• All Trustees’ Passport Photo, PAN Card & Masked Aadhaar Card
• Latest Bank Statement for address proof
• Trust Stamp

Mutual Fund for NRIs

Can NRIs invest in Mutual Funds in India? Yes, NRIs can invest in Mutual Funds in India. At Investor Point Financial Services Private Limited we manage Mutual Fund portfolio of many NRI investors. We guide them with everything from doing KYC, executing online transactions & allowing them to track their portfolio.

The simple process for NRIs to invest in Mutual Fund includes:

Step 1: Open a NRI Bank Account
For investing as NRI you can’t use your normal savings account. You are required to open NRI Bank account. There are two types of NRI accounts:
• NRE (NON-RESIDENT EXTERNAL) ACCOUNT: For investing your foreign earnings use NRE account. Money in this account is fully repatriable, meaning you can freely transfer the funds abroad & interest earned in this bank account is tax free in India.
• NRO (NON-RESIDENT ORDINARY) ACCOUNT: For investing your Indian income which includes rent income, dividend income or any other income use NRO account. Repatriation from this account is limited to USD 1 million per year. The interest earned in your NRO account is taxable in India.

Step 2: Complete your KYC
For NRIs to invest in Mutual Funds in India KYC is must. Before doing any investment your KYC status should be reflected as non-resident. For doing your NRI KYC whether it is physical or digital Investor Point will guide you. You are required to submit following documents:
• Copy of your PAN Card
• Copy of your Aadhaar Card or any other valid Indian address proof
• Overseas address proof
• Copy of your passport
• Cancelled cheque from your NRE/NRO account

Step 3: Creating Unique Client Code on NSE Mutual Fund platform
Once your NRI KYC is done we will create your Unique client code on NSE Mutual Fund platform. Once UCC gets activated you can start your wealth creation journey with Investor Point.

For any support related to NRI Investments in mutual funds reach out to us at 8490860099 or support@investorpoint.co.in. We will be happy to assist you.

Yes, you can easily do mutual fund investments for your Partnership Firm with Investor Point Financial Services Private Limited. The most challenging task for any distributor is doing Partnership Firm KYC. With Investor Point Financial Services Private Limited, Partnership Firm KYC can be done easily.

The Partnership Firm KYC is done physically, as there are no digital options available. But once your KYC gets registered, we can create your Unique Client Code on the NSE Mutual Fund platform. Once your UCC gets activated, all the transactions whether it is purchase or redemption can be done digitally.

Following documents you are required to keep handy for doing Partnership KYC:

• Copy of Partnership Firm PAN Card
• Copy of Balance Sheet for last two financial years
• Certificate of Registration for registered Partnership Firms
• Copy of Partnership Deed
• Authorised Signatories list with specimen signatures
• Shareholding pattern
• All Partners’ Passport Photo, PAN Card & Masked Aadhaar Card
• Bank Statement for address proof
• Partnership Firm Stamp

Mutual Fund for Minors

A minor cannot invest directly in Mutual Funds but can do investment through his/her parents or legal guardian. For an investor who believes in invest & forget it minor investing might be a good choice. With Investor Point Financial Services Private Limited, investment under Minor Name can be done easily.

Following documents you are required to keep handy for minor investment:

• Birth certificate or minor Aadhaar card
• Guardian PAN Card & Aadhaar Card
• Minor’s bank account with guardian name

Note: When Minor reaches 18, the account is frozen until the status is changed to Major.