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HOW TO MAKE THE BEST USE
OF YOUR FUNDSINDIA ACCOUNT
FundsIndia offers more than you think – here are some powerful features and
value-adds that will help you get the maximum out of your account.
About your account
Using the platform
Using FundsIndia’s advisory services
You can create multiple accounts in
your login ID. Opening accounts for
your family members is the best way
to ensure that you have all your
family’s investments in one place.
If you have mutual fund investments
outside FundsIndia, you can use our
‘Easy Transfer’facility to move them
into your FundsIndia account so that
you don’t lose sight of any of your
The one-time bank mandate system
enables you to start a new Systematic
Investment Plan (SIP) in any fund, any
time you want, without any paperwork.
Remember, FundsIndia offers
equities, gold and deposit
services as well. Many of our
customers use these services to
consolidate all their investments
in one place.
If you have an Android
phone, download the
FundsIndia app right away
so that you can track and
make investments on the go.
feature empowers you to
according to different
If you have specific long-term
goals (like retirement or
children’s education), take
advantage of our‘Smart
Solutions’to get active
advice on your portfolio
Start your investment journey at www.FundsIndia.com
For more information, please call us on (0) 7667 166 166.
You can also write to us at: firstname.lastname@example.org
MUTUAL FUNDS | EQUITIES | DEPOSITS | INSURANCE | GOLD | LOANS
Disclaimer: Mutual Funds are subject to market risks. Please read the Scheme Information Document and Statement of Additional Information carefully before investing.
FundsIndia’s advisory services are free of cost for our mutual fund investors. You should make the best use of them to get advice on your current and
To make sure you are invested in the
right funds, use FundsIndia’s
advisory service to get periodic
reviews of your portfolio. You can
use the advisor appointment
feature, or simply, drop a mail to us
If you need to redeem money
from your account, FundsIndia’s
advisors can help you choose the
right scheme and the right way
to go about doing it. You can
save money by consulting first,
Follow FundsIndia’s blog and
research mailers for keeping up
to date with investment strategies
and products. The weekly portfolio
mailer is a must-read!