Frequently Asked Questions

To change your existing bank mandate submit the following documents to the nearest AMC Centre:

• Letter the change in Bank Mandate containing the following 
  • Bank Name 
  • Branch 
  • Location 
  •  Address 
  •  City 
  •  Pin 
  •  A/c Type 
  •  A/c No. 
  •  A/c no in words 
  •  IFSC Code (11 digits) 
  •  IFSC Code (in  words) 
•  Copy of the cancelled cheque

The conventions that an Advisor needs to abide by are: 

• An Advisor should continuously have the validation of registry with AMFI 
• As an ARN holder, comply with all circulars issued by AMFI and SEBI 
• Not claim brokerage for his/her own investments 
• Not share brokerage with his client 
• Submit the Self-Declaration form to the AMC before the end of the financial year

• Letter from source Distributor for transferring the AUM.
• Existing broker has to intimate the investors regarding AUM transfer.(Copy of intimation letter sent to the investors should be submitted) 
• NOC from the target distributor. 
• Self attested ARN Card copy & PAN Card copy of both the distributors is to be provided (If not provided earlier) 
• BR / ASL for Corporate are to be provided (If there is any change) 
• KYD acknowledgement