ar online mf client portal - anand rathi...

AR – Online MF

Client Portal

INDEX PARTICULARS PAGE

NO.

Login Steps 3

Forgot Password Steps (For Equity & Pure MF Clients) 5

Dashboard 25

Steps to Create IIN 30

Transaction (Lumpsum/SIP/Switch/Redeem/Order Summary) 38

Advisory 99

My Portfolio 104

Utilities 110

FAQs 126

Login Steps

Step 1 - The client will go on www.rathi.com and select ‘Login’ “Online MF Portal”

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http://www.rathi.com/

Step 2 - The client will login through “Online MF Portal” by using the valid “KUBER” credentials.

XYZ123

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Step 1 – If the client does not remember the password, he/she has to click on “Forgot Password”

XYZ123

Forgot Password Steps (for Equity Client)

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Step 2 – Once the client clicks on “Forgot Password”, he/she will be redirected to “Forgot Password” page The client has to enter his/her Login Id and click on “Submit”

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Step 3 – Once the client enters the Login Id and submits, he/she will receive an email from Anand Rathi on

his/her registered email Id The client will receive a password for first login

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Step 4 – To reset the password: The client has to go to https://www.rathi.com Select Login Portfolio (KUBER)

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https://www.rathi.com/

Step 5 – The client has to enter the “Login Id” & “New Password (received on email Id)” and then click on

‘LOGIN’

XYZ123

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Step 6 – The client will be taken to “Change Password” page The client has to enter ‘Current Password’ Then, enter ‘New Password’ ‘Confirm Password’ Save

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Step 7 – Once the client clicks on ‘Save’, he/she will see a message on the screen “Password successfully

changed”

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If the client wishes to change the password in future, he/she can follow the alternate steps: Step 1 – The client has to go to https://www.rathi.com Select Login BACKOFFICE

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Step 2 – The client has to login using the “Login Id” and “Password” Then click on “Enter”

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Step 3 – Once the client has logged in he/she has to select “Change Password”

AR-ONLINE MF

AR-ONLINE MF (XYZ123)

ABCD123EF

XYZ123

[email protected] 9999999999

4th Floor, Silver Metropolis, Jaicoach Compound, Opp. Bimbisar Nagar, Goregaon(East), Mumbai - 400 063.

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Step 4 – To reset the password: The client has to enter ‘Current Password’ Then, enter ‘New Password’ ‘Confirm Password’ Save

AR-ONLINE MF

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Step 5 – Once the client clicks on ‘Save’, he/she will see a message on the screen “Password successfully

changed”

AR-ONLINE MF

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Step 1 – If the client does not remember the password, he/she has to click on “Forgot Password”

XYZ123

Forgot Password Steps (for Pure MF Client)

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Step 2 – Once the client clicks on “Forgot Password”, he/she will be redirected to “Forgot Password” page The client has to enter his/her Login Id and click on “Submit”

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Step 3 – Once the client enters the Login Id and submits, he/she will receive an email from Anand Rathi on

his/her registered email Id The client will receive a password for first login

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Step 4 – To reset the password: The client has to go to https://www.rathi.com Select Login Portfolio (KUBER)

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Step 5 – The client has to enter the “Login Id” & “New Password (received on email Id)” and then click on

‘LOGIN’

XYZ123

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Step 6 – To reset the password: The client has to click on the ‘+’ icon besides his/her name on the top Then select ‘Change Password’

AR-ONLINE MF

AR-ONLINE MF

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Step 7 – ‘Change Password’ pop-up will appear on the screen The client has to enter ‘Current Password’ Then, enter ‘New Password’ ‘Confirm Password’ Submit

AR-ONLINE MF

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Step 8 – Once the client clicks on ‘Submit’, he/she will see a message on the screen “Password Updated

Successfully.”

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Once the client has logged in, he/she will be able to view the “MF Dashboard” by default

Dashboard

MF Dashboard

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The Client will be able to view the following items on his/her MF Dashboard: MF Valuation - The value of your Mutual Fund with current NAV MF Investment – The value of your Mutual Fund with purchase NAV

MF Unrealised Gain/Loss - Gain/Loss value which has not yet been sold by you

MF Realised Gain/Loss - Gain/Loss amount earned which has been sold by you

MF Annualised Returns – The profit/loss amount earned by an investment each year over a given

time period

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New Purchase – Reflects the MF/AUM value purchased by you which can be viewed between two dates

Redemption - Reflects the MF/AUM value redeemed by you which can be viewed between two dates

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Total AUM Asset Class Wise - Reflects the data for the investments made in mutual funds in different asset classes (i.e. Equity, Debt, Liquid and Other schemes) percentage-wise for that particular month

SIP v/s Lumpsum - Reflects the data of the Total SIP (i.e. SIP Active and New SIP Added) and New

Purchase in Lumpsum for that particular month

Note: The Client can hover the mouse over the doughnut chart to see the values.

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Investment v/s Redemption - Reflects the data of the Investment Amount and Redemption Amount made by you in that particular month for the last 6 months

SIP - Reflects the data for the Total SIP Active and New SIP Added for the Month for the last 6 months

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Step 1 – The “Create IIN Form” option, allows the client to create and activate IIN for himself/herself by filling

the relevant details

Steps to Create IIN

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Step 2 – • The client has to select the “Are you KYC Compliant?” option as “Yes” • The available client details will be reflected • The details that are unavailable needs to be manually entered by the client. • Once the client has filled all his/her Personal Details, click on ‘Next’

AR – ONLINE MF 01/01/1990

ABCD1234EF

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Step 3 – • Once the client has filled his/her Personal Details, next he/she has to fill is the Contact Details. • The available client details will be reflected • The details that are unavailable needs to be manually entered by the client. • Once the client has filled his/her Contact Details, click on ‘Next’.

9999999999 [email protected]

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Step 4 – • Once the client has filled his/her Contact Details, next he/she has to fill is the Bank Details. • The available client details will be reflected • The details that are unavailable needs to be manually entered by the client. • Once the client has filled his/her Bank Details, click on ‘Next’.

123456789101

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Step 5 – • Once the client has filled his/her Bank Details, next he/she has to fill is the Nominee Details. • The client has to fill the following in the Nominee Details:

Select no. of Nominees (i.e. either 1/2/3) or No Nomination Nominee Name Nominee1 DOB Percentage Relationship Address (i.e. either ‘Same as Investor’ or ‘Other’)

• Once the client has filled his/her Nominee Details, click on ‘Next’.

ABC 02/01/1989

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Step 6 – • Once the client has filled all the details, he/she will be able to view the “Summary” of his/her

details. • If all the details filled are correct, the client has to click on “Submit”. • If the client wants to edit his/her details, then he/she has to click on “Edit”.

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Step 7 – • Once the client clicks on “Submit”, a message on successful IIN Creation will pop-up on the screen. • The pop-up message will also show the client’s IIN No. as well as will be sent to the client’s

registered email ID.

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Note

• Once IIN is created, the client needs to take the printout of following forms: Pre-filled IIN form ACH Form

o The client has to fill the ACH Form available in Utilities Download option o Once the client fills all the, he/she has to take the printout of the form, sign the form

and submit the original duly signed ACH Form to Anand Rathi office o Note: ACH registration is mandatory in AR platform while doing a transaction for

Lumpsum/SIP

FATCA Form o The client has to fill the FATCA form and submit it to Anand Rathi office o Once the FATCA form is submitted, the client will receive a link from NSE on his/her

registered Email Id which has to be verified by the client

• All the above forms need to be signed by the client and sent through scan first and later original forms have to be submitted to Anand Rathi, Mumbai office

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The client has to select the “Transaction” option from the main menu on the left panel and click on “Execute Order”.

Transaction

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “Lumpsum” option from the page and click on “Folio - New”.

Steps for “Lumpsum – New”

AR-ONLINE MF

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Step 2 – Then the client needs to: Select the Fund House Scheme Enter the Amount Select Payment Mode (Online/OTM) Bank Name/UMRN Add

AR-ONLINE MF

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Step 3 – Once the client clicks on “Add”, he/she will see a pop-up message on the screen “Scheme added

successfully” The client will be able to view the details of the scheme added in the “Detailed Summary for

Lumpsum” basket. The client has to select the checkbox to agree to the terms & conditions and ‘Submit’ Once the client clicks on “Submit”, a pop-up message appears on the screen “Thank you, your

transaction request is submitted successfully and email with transaction details will be sent to registered client email id”

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Step 4 – Once the client receives the link from NSE on his/her registered email Id, he/she has to click on the

link to execute the payment

Dear AR-Online MF,

Step 5 – When the client clicks on the link, a pop-up message will appear where the client has to select “I

Agree” Once the client clicks on “I Agree”, he/she will be able to make the payment

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AR-ONLINE MF

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Step 6 – Once the client clicks on “I Agree Make Payment”, he/she will be redirected to the bank’s

payment gateway

Step 7 – The “Internet Banking” page will appear where the client has to login using valid User Id and

Password to make the payment

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Step 8 – Once the client has logged in, it

will show him/her the amount for which he/she has to make the payment

Step 9 – The client has to enter the 3-digits of

his/her Debit card in he boxes provided Additionally, the client will also receive

an OTP

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123456789101-AR-ONLINE MF, ABC

LUMPSUM Axis

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Step 10 – Once the client has successfully

made the payment, he/she will be able to see the message on the screen

Step 11 – The client will be able to view the “Online Payment

Process Confirmation” on the screen When the client clicks on “Print Slip”, he/she can take a

printout of the “Purchase Slip”

AR-Online MF

00005000.00

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Step 12 – The client can download or take a printout of the “Purchase Slip” for the transaction made

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Note: If the client selects the “Payment Mode OTM”, and needs to select “UMRN Register New

Mandate” which is a one time process. Once the client selects “Register New Mandate”, an “ACH Form” will pop-up The client needs to fill all the details and save

AR-ONLINE MF

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “Lumpsum” option from the page and click on “Folio – Existing – Fresh

Purchase”.

Steps for “Lumpsum – Existing - Fresh”

AR-ONLINE MF

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Step 2 – Then the client needs to: Select the Fund House Scheme Dividend Option (Reinvest/Payout) Enter the Amount Select Payment Mode (Online/OTM) Bank Name/UMRN Add

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Lumpsum” basket. The client has to select the checkbox to agree to the terms & conditions and ‘Submit’

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “Lumpsum” option from the page and click on “Folio – Existing –

Additional Purchase”.

Steps for “Lumpsum – Existing - Additional”

AR-ONLINE MF

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Step 2 – Then the client needs to: Select the Fund House Scheme Enter the Amount Select Payment Mode (Online/OTM) Bank Name/UMRN Add

AR-ONLINE MF

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “Lumpsum” option from the page and click on “Folio – Non-AR”.

Steps for “Lumpsum – Non-AR”

AR-ONLINE MF

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Step 2 – Then the client needs to: Enter Folio Number Select the Fund House Scheme Dividend Option (Reinvest/Payout) Enter the Amount Select Payment Mode (Online/OTM) Bank Name/UMRN Add

AR-ONLINE MF

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “SIP” option from the page and click on “Folio – New”.

Steps for “SIP – New”

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Step 2 – Then the client needs to: Select the Fund House Scheme Enter the Amount Select Frequency SIP Debit Date Start Date – End Date or Perpetual Bank Name UMRN

Add

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successfully” The client will be able to view the details of the scheme added in the “Detailed Summary for SIP”

basket. The client has to select the checkbox to agree to the terms & conditions and ‘Submit’ Once the client clicks on “Submit”, a pop-up message appears on the screen “Thank you, your

transaction request is submitted successfully and email with transaction details will be sent to registered client email id”

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Step 4 – Once the client receives the link from NSE on his/her registered email Id, he/she has to click on the

link to execute the payment

Step 5 – When the client clicks on the link, a pop-up message will appear where the client has to select “I

Agree” Once the client clicks on “I Agree”, he/she will be able to make the payment

Dear AR-Online MF,

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2,000.00

2,000.00

AR-ONLINE MF

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Step 5 – Once the client clicks on “I Agree Make Payment”, he/she will be redirected to the bank’s

payment gateway

Step 6 – The “Internet Banking” page will appear where the client has to login using valid User Id and

Password to make the payment

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Step 7 – Once the client has logged in, it

will show him/her the amount for which he/she has to make the payment

Step 8 – The client has to enter the 3-digits of

his/her Debit card in he boxes provided Additionally, the client will also receive

an OTP

123456789101-AR-ONLINE MF, ABC

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Step 9 – Once the client has successfully

made the payment, he/she will be able to see the message on the screen

Step 10 – The client will be able to view the “Online Payment

Process Confirmation” on the screen When the client clicks on “Print Slip”, he/she can take a

printout of the “Purchase Slip”

AR-Online MF

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Step 11 – The client can download or take a printout of the “Purchase Slip” for the transaction made

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “SIP” option from the page and click on “Folio – Existing – Fresh

Purchase”.

Steps for “SIP – Existing - Fresh”

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Step 2 – Then the client needs to: Select the Fund House Scheme Enter the Amount Select Frequency SIP Debit Date Start Date – End Date or Perpetual Bank Name UMRN Add

The details will be shown in the ‘Detail Summary for SIP’ basket. Select the checkbox to agree to the terms & conditions and ‘Submit’

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “SIP” option from the page and click on “Folio – Existing – Additional

Purchase”.

Steps for “SIP – Existing - Additional”

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Step 2 – Then the client needs to: Select the Fund House Scheme Enter the Amount Select Frequency SIP Debit Date Start Date – End Date or Perpetual Bank Name UMRN Add


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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “SIP” option from the page and click on “Folio – Non-AR”.

Steps for “SIP – Non-AR”

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Step 2 – Then the client needs to: Enter the Folio Number Select the Fund House Scheme Dividend Option (Reinvest/Payout) Enter the Amount Select Frequency SIP Debit Date Start Date – End Date or Perpetual Bank Name UMRN Add


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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “Switch” option from the page and click on “Folio – Existing”.

Steps for “Switch – Existing”

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Step 2 – Then the client needs to: Select the Fund House Scheme In the Summary section, scheme information such as Total Units, NAV, Total Value and NAV Date is

displayed

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Step 3 – Select either ‘All units’ or ‘Amount’ that you want to switch from the existing scheme. When you

select ‘All units’, amount section will be disabled and vice versa. Select To Scheme (Existing/New) Scheme Dividend Option (Reinvest/Payout) Submit

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Step 4 – The details will be shown in the ‘Detail Summary for Switch’ basket. Select the checkbox to agree to the terms & conditions Submit

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Step 5 – Once the client clicks on “Submit”, a pop-up message will appear on screen – “Switch transaction

initiated Successfully.”

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Step 6 – When the client initiates a transaction for Switch, he/she will receive an intimation SMS from NSE on

his/her registered mobile number

E.g.

9999999999 – 6 Apr

9999999999 – 9:32 AM

9999999999 – 9:55 AM

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Step 7 – The client will receive a link from NSE on his/her registered email Id

Mr. / Ms. / M/s. AR-Online MF,

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Step 8 – When the client clicks on the link received from NSE, it will redirect him/her to the page and show

the message – “SUCCESS” on the screen

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Step 9 – On successful transaction, the client will receive an email OTP confirmation from NSE on his/her

registered email Id

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “Switch” option from the page and click on “Folio – Non-AR”.

Steps for “Switch – Non-AR”

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Step 2 – Then the client needs to: Enter the Folio Number Select the Fund House Scheme Dividend Option (Reinvest/Payout) Select either ‘All units’ or ‘Amount’ that you want to switch from the existing scheme. When you

select ‘All units’, amount section will be disabled and vice versa. Select To Scheme (Existing/New) Scheme Dividend Option (Reinvest/Payout) Submit The details will be shown in the ‘Detail Summary for Switch’ basket. Select the checkbox to agree to the terms & conditions and Submit

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “Redeem” option from the page and click on “Folio – Existing”.

Steps for “Redeem – Existing”

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Step 2 – Then the client needs to: Select the Fund House Scheme Dividend Option (Reinvest/Payout) In the Summary section, scheme information such as Total Units, NAV, Total Value and NAV Date is

displayed

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Step 3 – To redeem, select either ‘All units’ or ‘Amount’. When you select ‘All units’, amount section will be

disabled and vice versa. Select the Bank name Submit

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Step 4 – The details will be shown in the ‘Detail Summary for Redeem’ basket. Select the checkbox to agree to the terms & conditions Submit

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Step 5 – Once the client clicks on “Submit”, a pop-up message will appear on screen – “Redeem transaction

initiated Successfully.”

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Step 6 – When the client initiates a transaction for Redeem, he/she will receive an intimation SMS from NSE

on his/her registered mobile number

E.g.

9999999999 – 6 Apr

9999999999 – 9:32 AM

9999999999 – 9:55 AM

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Step 7 – When the client initiates a transaction for Redeem, he/she will receive an intimation email from

Anand Rathi on his/her registered email Id

E.g.

Dear AR-ONLINE MF,

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Step 8 – The client will also receive a link from NSE on his/her registered email Id

Mr. / Ms. / M/s. AR-Online MF,

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Step 9 – When the client clicks on the link received from NSE, it will redirect him/her to the page and show

the message – “SUCCESS” on the screen

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Step 10 – On successful transaction, the client will receive an email OTP confirmation from NSE on his/her

registered email Id

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Step 11 – Once the redemption is successful, the client will receive an email from the respective AMC on

his/her registered email Id The client can also view the attached account statement by entering his/her PAN No. in upper case

E.g.

AR-ONLINE MF <[email protected]>

[email protected]

Dear AR-ONLINE MF,

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Step 1 – The client has to select the “Investor Id (IIN)” Then the client will select “Redeem” option from the page and click on “Folio – Non-AR”.

Steps for “Redeem – Non-AR”

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Step 2 – Then the client needs to: Enter Folio Number Select the Fund House Scheme Dividend Option (Reinvest/Payout) To redeem, select either ‘All units’ or ‘Amount’. When you select ‘All units’, amount section will be

disabled and vice versa. Select the Bank name Submit The details will be shown in the ‘Detail Summary for Redeem’ basket. Select the checkbox to agree to the terms & conditions and Submit

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The client has to select “Transaction Order Summary” Then the client will be able to view the details of the order summary

Steps for “Order Summary” page

AR-ONLINE MF

AR-ONLINE MF

AR-ONLINE MF

AR-ONLINE MF

AR-ONLINE MF

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The “TXN Status” (i.e. Order Status) means the following: Success – The payment is made and has been executed by the exchange (NSE) successfully

Pending – The payment link has been sent and is active and is awaiting for the payment to be made

Expired – If the if payment is not made within 24 hours, then such transaction is marked as expired

Failed – The payment has been executed through the link provided but due to some technical error, non-compliance or other reasons it has not been successfully executed by the exchange (NSE)

Note: If the client has failed to make payment within 24 hours and the “TXN Status” shows “Expired”, he/she can click on which allows the client to re-initiate an order and a new/fresh payment link is sent to client’s registered email id.

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Step 1 – The client has to select the “Advisory” option from the main menu on the left panel On the landing, the client will be able to view the recommendations given by Anand Rathi on the

past performance of Equity Mutual Funds and Debt Mutual Funds schemes

Advisory

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Note: Anand Rathi Ranking Methodology’ and ‘Anand Rathi Recommended Mutual Fund Basket Performance’ will show the client a comprehensive set of the overall performance of Equity Mutual Funds and Debt Mutual Funds schemes recommended by Anand Rathi

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Step 2 – The client can view the performance of Recommended Equity Mutual Funds as follows: Select ‘Advisory’ Recommended Equity Mutual Funds Click on the ‘+’ icon The client will be able to view the performance of each fund

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Step 3 – The client can view the performance of Recommended Debt Mutual Funds as follows: Select ‘Advisory’ Recommended Debt Mutual Funds Select the ‘Recommended Debt Mutual Funds’ tab The client will be able to view the performance of each fund

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Note

• The ‘Recommended Equity Mutual Funds’ and ‘Recommended Debt Mutual Funds’ will have ‘Large cap’ and ‘Small/Mid cap’ which includes ‘Funds’ and ‘Benchmark’ in each .

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Step 1 – The Client will be able to view the “MF Dashboard” by default The Client has to select “My Portfolio” from the main menu on the left panel Once he/she clicks on “My Portfolio”, a dropdown option will appear which will show the following: Overall Summary (which includes “Overall Portfolio” & “MF Portfolio”) MF Gain /Loss MF Holding MF Transaction

My Portfolio

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Step 2 – When the Client selects “Overall Summary”, he/she will be able to view the “Over Portfolio” (which

reflects the data for ‘All Products’) & “MF Portfolio” (which reflects the data only for ‘Mutual Fund’). The “Account” option allows the Client to view the portfolio both at individual as well as family level

(at family level if the client is the head of the family)

My Portfolio

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Step 3 – When the Client selects “MF Gain/Loss”, it will show the capital gain or loss for every mutual fund

scheme that the client is selling which can be viewed either by ‘financial year’ or ‘between two dates’

The “Account” option allows the Client to view the portfolio both at individual as well as family level (at family level if the client is the head of the family)

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Step 4 – When the Client selects “MF Holding”, it shows the Portfolio View of AMC, Normal and Category

held in the mutual fund that the client has purchased The “Account” option allows the Client to view the portfolio both at individual as well as family level


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Step 5 – When the Client selects “MF Transaction”, it shows the complete transaction details that the client

has made in the mutual fund which can be viewed between two dates The “Account” option allows the Client to view the portfolio both at individual as well as family level


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Step 6 – Each dropdown option under “My Portfolio” has an “Export To” option which allows the Client to

download their as well as family’s portfolio either in Excel or PDF format and also allows to e-mail the report to client’s registered e-mail ID

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The Client will be able to view the “MF Dashboard” by default The Client has to select “Utilities” from the main menu on the left panel Once he/she clicks on “Utilities”, a dropdown option will appear which will show: Profile Create IIN Form ACH Mandate Report Pre-filled IIN Form MF Market Calculators Download FAQs

Utilities

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When the Client selects “Profile”, it shows the client's Personal details, Contact details and Family details as well as the details of the RM mapped to the client

Steps to view Profile

AR-ONLINE MF 01/01/1990

ABCD1234EF

FEMALE

[email protected]

9999999999

ABC12345E 02/03/1970 ABC

900000

RM Kumar

[email protected]

9090909090

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The “Create IIN Form” option, allows the client to create and activate IIN for himself/herself by filling the relevant details

The client needs to fill the following details to “Create IIN”: o Personal Details o Contact Details o Bank Details o Nominee Details

Once the client has filled all these details, he/she will be able to view the Summary of his/her details If all the details filled are correct, the client has to click on “Submit”. If the client wants to edit his/her details, then he/she has to click on “Edit” Once the client clicks on “Submit”, a message on successful IIN Creation will pop-up on the screen The pop-up message will also show the client’s IIN No. as well as will be sent to the client’s

registered email ID

Note: For detailed steps to “Create IIN”, refer slides 30 -37

Steps to Create IIN Form

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When the Client selects “ACH Mandate Report”, the client can see the “Pre-filled ACH Form” The Client can select between two dates and click “View Status” to view the “Pre-filled ACH Form”

ACH Mandate Report

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The “Pre-filled IIN Form” allows the client to download the IIN Form The Client can download as well as email it to his/her registered email id

Pre-filled IIN Form

AR-ONLINE MF

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When the Client selects “MF Market” and clicks on “GO”, it will redirect to https://www.rathi.com/markets/mutual-fund, where the Client can view the mutual funds’ performance, sectoral exposure, comparison of mutual funds either category, AMC or scheme wise and also get the latest MF news and NFO details

MF Market

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https://www.rathi.com/markets/mutual-fund




When the Client selects “Calculators” and clicks on “GO”, it will redirect to https://www.rathi.com/Calculator, where the Client can calculate his/her financial-related matters such as calculating your financial planning, retirement planning, loan eligibility, EMI planning, tax planning, etc.

Calculators

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https://www.rathi.com/Calculator

https://www.rathi.com/Calculator

Step 1 – When the Client selects “Download”, it will show the following: Forms App Any Other Links

Downloads

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Step 2 – When the Client selects “Forms” in the Download option, it will show the “Pre-filled ACH Mandate

Form” which the Client can download and take printout

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Step 3 – When the Client selects “Any Other Links” in the Download option, it will show the following links: Anand Rathi website - https://www.rathi.com National Stock Exchange of India Limited (NSE) - https://www.nseindia.com Online FATCA - https://www.nsenmf.com/Html/FATCA_UBO_Form.aspx

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https://www.nseindia.com/



https://www.nsenmf.com/Html/FATCA_UBO_Form.aspx

Step 1 – • The client will select ‘Utilities Download’ • Then select ‘Forms’ and download the “ACH Mandate Form”

ACH Mandate Form

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Step 2 – • The details of the client will not be available/pre-filled • The client has to enter the details manually • Once the client has filled all the details, he/she has to take a printout of the ACH Mandate Form and

sign the form.

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Note

• Once the client has signed the ACH Mandate form, he/she has to submit the following documents to Anand Rathi office for further processing:

Duly signed Pre-filled IIN Form Duly ACH Mandate Form PAN card copy Cancelled cheque

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Step 1 - When the Client clicks on “Online FATCA” in ‘Any Other Links’ under the Download option, it will take the client to the below given page:

Online FATCA

Step 2 - The client has to select “FATCA Individual Form”

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Step 3 - The client can either fill “FATCA Individual Form” in Adobe PDF by selecting “Fill & Sign” option from the top right corner or take a printout of the form, fill it manually and sign the form

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Step 4 – On successful submission of FATCA declaration, the client will receive a SMS from Anand Rathi E.g.

9999999999 – 29 Mar

9999999999 – 30 Mar

9999999999 – 31 Mar

9999999999 – 3 Apr

9999999999 – 3 Apr

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When the Client selects “FAQs”, it will show the questions and answers based on: General FAQs Registration & Onboarding FAQs Transaction FAQs Platform FAQs

FAQs

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Thank you!

Regards, Melisha Rodrigues

ar online mf client portal - anand rathi...

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