equity faq

8/8/2019 Equity FAQ

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Equity FAQ¶s

IPO FAQ¶s

MF FAQ¶s

MF FAQ¶s

y Getting Started y Placing An Or der

y Checking Or der Status/Modifying Or ders / Cancel Or ders y Funds Transf er

y General Queries

Getting Started

1. How do I become an online customer in Mutual Funds and IPO¶s? In or der to start placing an or der in Mutual Funds online, you will have to become ar egister ed client of ours. All you have to do is open an online account with us. Once your

account is activated, you can place your or ders completely online.To open your account online, you may call our Customer Car e Executives on 022 -

39982515 & 022 - 67490600 or by filling up the online form. Alternatively you maycontact our branches to open your account. Click her e to find out the branch near est to

you.

Existing Customers of Motilal Oswal

If you ar e alr eady an online customer of Motilal Oswal, all you need to do is submit the POA to our r egister ed addr ess mentioned below:

Online Customer Car e Motilal Oswal Securities Ltd

Palm Spring Center Second Floor Next To D-Mart Super Mark et

Link Road, Malad WestMumbai-400064

2. What accounts need to be opened to avail the online Mutual Funds and IPO

product? Placing or ders in Mutual Funds couldn¶t get easier. With our integrated 3-in-1 account, you can buy/sell Mutual Funds with the click of a f ew buttons. What¶s mor e, you can use

this account to apply for IPO¶s and also trade in Equities. Our sales personnel will openyour online trading and Demat Account, which will be link ed to your Bank Account.

Please Note:

8/8/2019 Equity FAQ


You will have to link your Bank account with internet fund transf er facility which can be used for transf erring money online.

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3. Wh

at are th

e documents th

at are required to open an online account? The following ar e the list of documents r equir ed:

a. Proof of Identity ± Copy of PAN Car d

b. Proof of Addr ess ± Copy of any one of the following (Self Attested)

Passport

Ration car d Voter¶s ID

Driving license

Electricity bill (not mor e than 2 mont

hs old)

Landline Tele phone Bill (not mor e than 2 months old) Bank Pass Book

c. Bank Proof ± Copy of Bank Pass Book or Personalized Cancelled Cheque leaf

d. Thr ee Photographs

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4. How soon will my account be opened once I have submitted the relevant

documents?After you have submitted the r elevant documents, we will send you the Welcome Kit

containing your User Name and other r elevant details. You will also be sent a User Manual within 10 working days.

5. How will I get my password and user Id for the first time?

Your User Id will be sent to your r egister ed addr ess along with the welcome kit bycourier. This will also contain the User Manual that will help you get started with our

product. Please note that your login passwor d and Trade passwor d will be sent to youse parately in a confidential PIN Mailer

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6. What do I do if I have forgotten my password? In case you have forgotten your passwor d, kindly click on the link - Forgot Passwor d.

Once this is done, we will send you your new passwor ds on your r egister ed email id immediately.

8/8/2019 Equity FAQ


7. Is it necessary to open a Demat account to trade in Mutual Funds? No, it is not necessary to open a Demat account to buy/sell Mutual Funds online.

However , we would suggest that you open a Demat account also along with the tradingaccount since our compr ehensive 3-in-1 account will help you place or ders in Equities

and IPO s also. To trade in Equity mark ets/apply in IPO¶s, it is necessary to have a

Demat account.

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8. Can I have multiple bank accounts linked to my Trading account? No, you cannot link mor e than one particular Bank account to a trading account.

9. Do I need to open a new bank account with the banks specified above for online

transactions? No, you may use your existing bank account (in HDFC Bank or ICICI Bank ) for linking

it to the trading account.

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Placing An Or der - Purchase / R edeem / Switch

1. How do I buy Mutual Funds using the online platform?

At Motilal Oswal, we mak e sur e that your investment experience is simple, easy and efficient. Please follow the ste ps mentioned below to buy/sell Mutual Funds:

Step 1: Login to your account by punching in your User Name, Passwor d and Trade Passwor d. You will be led to a page detailing our various services.

Step 2:

Click on t

he Link - Mutual Funds

Step 3 : Click on the link Place an Or der. You will be led to a page showing you detailsof your client code and also the funds available in your account to invest in Mutual

Funds.

Step 4: To buy units of a Mutual Fund scheme, choose the option Fr esh Purchase under the drop down - Transaction Type. Under the drop down Fund/Scheme Type, select the

name of the Mutual Fund whose scheme you wish to invest in .Click on Go.

8/8/2019 Equity FAQ


Step5: You will be displayed a scr een having the list of schemes available. Select the

scheme w

her e you would want to invest.

Click on t

he button Go.

Step 6: On the next scr een, enter the amount that you wish to invest in the scheme. Click

on Confirm Or der.

8/8/2019 Equity FAQ


Once this is done you will be s

hown a list of terms and conditions. Please click on t

he tab- I Acce pt to proceed further.

After you have placed your or der , you will be displayed a transaction r ef er ence number

for your or der.

8/8/2019 Equity FAQ


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2. How do I sell/Redeem Mutual Funds schemes that I had bought earlier? After you have logged into your Mutual Fund account, please click on the link - Place An

Or der.

Under the column Transaction Type, choose R edemption. Under the headingFund/Scheme type you will be displayed only those Mutual Funds which you had bought

earlier. Please select the appropriate Mutual Fund name & click on Go.

You will be displayed the list of schemes that you had bought earlier. Please choose the scheme that you wish to r edeem. Click on the button R edeem.

On the next scr een choose the amount/Units that you wish to r edeem. In case you want tor edeem all the units, click on R edeem all.

8/8/2019 Equity FAQ


Click on Confirm Or der.You will be displayed an or der r ef er ence number .To check the status of your or der click

on Check Or der status link.

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3. How do I switchmy holdings from one scheme to another? Step 1: To switch your holdings from one scheme to another , please select the option

³Switch´ under the column Transaction Type in the Place An Or der scr een and select the name of the Mutual Fund whose scheme¶s units you want to switch. Click on Go.

Step 2: You will be shown all those schemes that you have curr ently in your portfolio

and which ar e available for switching out of. Choose the scheme that you wish to switch out of and click on the tab - Switch

Step 3: On the next scr een, you will have to enter either the amount that you wish to

switch out of the scheme or the units that you wish to switch out of the scheme.

8/8/2019 Equity FAQ


Click on the tab - Switch To

Step 4: You will be shown the list of schemes that you can now switch into. In other wor ds all the destination schemes that you may now invest in will be displayed to you.

Choose the scheme that wish to switch into and click on the tab - Go.

Step 5: The next scr een will ask you for a confirmation of the Switch transaction. Click on Confirm Or der.

8/8/2019 Equity FAQ


You will be displayed a set of terms and conditions. Please click on the tab- I Acce pt

The next scr een will display the internal or der r ef er ence number for your switch

transaction.

Top

Checking Or der Status / Modifying Or ders / Cancelling Or ders

1. Where can I see the Mutual Funds orders placed by me on a particular day? You may view all your Mutual Fund or ders (both Buy / R edeem or ders) for a particular

day under the link - Check Or der status.

8/8/2019 Equity FAQ


Please choose the appropriate date from the selection criteria and click on the tab -Proceed to view all your Mutual Fund or ders of that particular day.

You will be displayed all the schemes that you had bought or r edeemed on that day along

with the or der status.

Please Note: Your or der status may show you one of the following display messages:

Pending Status - All those Mutual Fund or ders that have been placed online by the clientand have been r eceived by us will be shown in the Pending status. These or ders can be

modified or cancelled by the client.Executed Status - All those or ders that wer e earlier in Pending status will be sent to the

R egistrar for confirmation. They will be shown under the ³Executed Status´.

Ordered Status - All those or ders for which r egistrar confirmation have been r eceived

will be shown under the ³Or der ed Status´.

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2. Can I Modify MF orders?Yes, you may modify your MF or ders by clicking on the Modify Or ders tab. You will be

shown the details of the schemes that you may modify along with the r elevant detailssuch as Transaction Type, Amount, Or der status etc.

To modify the or der , please click on the radio button below the column Modify/Canceland click on the tab - Modify

You will be led to a scr een wher e you will be displayed details such as your Client Code and amount available in your account, PAN Car d number etc.

Under the column - Amount to be invested, please specify the r evised amount that you

8/8/2019 Equity FAQ


wish to apply in the scheme.Please click on the tab- Confirm Or der to proceed further.

You will be led to a page wher e you will be displayed a set of terms and conditions.Please click on the tab- I Acce pt to proceed further.

The next scr een will display an acknowledgement of your modification r equest.

Please note : You will be allowed to modify only those or ders that ar e in the Pending

status.

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3. How can I modify my redemption orders that were placed earlier? To modify your MF r edemption or ders online, please click on the link-Modify Or ders.

8/8/2019 Equity FAQ


Please Click on the tab - Proceed.

You will be shown the schemes which you may modify. Please click on the radio button

below the column-Modify/Cancel and then click on the tab - Modify

The next scr een will display the units and the amount available for r edemption.

You may choose to fill up either the amount or the units that you wish to r edeem. In case you wish to r edeem all your units also, you may do so. Click on the tab - Confirm Or der.

You will be shown the terms and conditions for applying online. Click on I Acce pt to proceed further.

8/8/2019 Equity FAQ


On the next scr een you will be shown an acknowledgement of your modification r equest.

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4. How can I cancel or delete my previous orders? To Cancel or delete your MF or ders online, please click on the tab- Modify Or ders. Youwill be shown the details of the schemes that you may cancel along with the r elevant

details such as Transaction Type, Amount, Or der status etc.

To cancel your or der , please click on the radio button below the column Modify / Cancel

and then click on the tab - Cancel as shown above.Once this is done, you will be prompted a message asking you to confirm the Cancel

r equest. Click on the tab - Ok

8/8/2019 Equity FAQ


The next scr een will display an acknowledgement of your Cancel r equest.

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Funds Transf er

1. How can I transfer funds to transact in Mutual Funds? You can transf er funds online to apply in Mutual Funds. To do so, please follow the ste ps

mentioned below:

Step 1: Click on the link - Money Transf er

Step 2: Click on the sub link - Transf er Money from Bank To MOSL AccountStep 3: A pop up window will open wher e you will have to choose the name of your

Bank. Enter the amount that you wish to transf er. Click on the button - Submit

Step 4: You will be led to the payment gateway of your Bank. Her e you will have to

enter your Internet Banking User Name and Passwor d. Please note that this Username and passwor d is specific to your bank account.

On successful login, you will be displayed a scr een wher e details of your funds transf er r equest will be de picted. Click on the confirmation button.

Once the transf er is complete, the amount transf err ed by you will get r eflected in your Mutual Fund Account under the link ³ Available Funds´

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2. Where will my redemption/Dividend proceeds get credited? The r edemption/Dividend proceeds will get cr edited into the bank account that you had

provided to us while opening the account.

3. How do I transfer back the money that is lying in my Mutual Fund Account? You can transf er funds back to your Bank account by choosing the option - from My

MOSL Account To Bank Account under the link Money Transf er.

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You will be shown a window wher e you can enter the amount that you can withdraw.

Once this is done click on Submit

Note: You can withdraw any amount up to the withdraw able limit specified on the scr een

Top General Queries

1. Where can I get to know about the details of various Mutual Fund schemes? As an investor , it is always advisable that you r ead the Off er Document car efully befor e investing. We have provided the Off er Document as a link for each scheme, which can be viewed for further details on the scheme.

2. How can I get information on various schemes and Mutual Funds industry as a

whole? You can get all the information r elating to the Mutual Fund industry under the link - MF

News. This section will help you k ee p abr east of the latest happenings in the world of

Mutual Funds. You can also click on the link Ongoing NFO¶s to know mor e about which New Fund Off ers ar e curr ently open for subscription.

3. Where can I get recommendations/research on Mutual Funds? At Motilal Oswal, we mak e sur e that as an investor , you mak e informed investment

decisions. To equip you with the knowledge on the best schemes, we update our section -MF R esearch on a r egular basis with our in house r esearch experts giving you in de pth

views/r esearch on which Mutual Funds ar e doing well.

8/8/2019 Equity FAQ


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4. Is there a minimum amount that I need to transfer to apply in Mutual Funds

online? No, ther e is no minimum amount that you need to transf er to apply online in Mutual

Funds. However , each

scheme specifies a certain minimum amount t

hat needs to be invested. This is entir ely scheme de pendent and is specified by the Mutual Fund House.

5. Where can I see my holdings in Mutual Funds? You can check your holdings in various Mutual Fund Schemes under the link My

Portfolio, which will give you a complete pictur e of how well your investments in MutualFunds ar e doing.

6. Can I Transact in Mutual Funds on a holiday? Yes, you can transact in Mutual Funds on a holiday also. However , all your transactionswill be processed on the next working business day along with normal or ders. The NAV

in such

cases will be calculated as specified in the r espective Off er Document of t

he scheme.

http://onlinetrade.motilaloswal.com/links/faq-mf.htm

8/8/2019 Equity FAQ


Janata Bank Mutual Fund IPO

64rate or flag this pageTweet this

By mobarak hossen

Janata Bank MF IPO

Janata Bank Mutula Fund

Size of IPO: Tk 200 cror e closed-end mutual fund.

Sponsored By: Janata Bank Ltd.

Distribution of Shares:

Janata Bank will subscribe units worth Tk 50 cror e as the sponsor , while of the r est Tk 100 cror e will be k e pt for initial public off ering (IPO) and Tk 50 cror e for pr e-IPO or private placement

and other mutual funds.

Face Value : Tk. 10

Offer Price: Tk. 10

Market lot : 500

Subscription Open : 01 August, 2010

Subscription Ended: 05 August, 2010

Manager to the Issue: Race Asset Management

Janata Bank First Mutual Fund got the SEC nod with a lock-in period of one year for private placement though the sponsors and the fund manager wanted to ease the lock-in period.

In a move to ease the lock-in period for private placement, the fund manager did not mention

lock-in period in their submitted prospectus for getting the trust deed approval befor e the newcriteria of private placement comes into eff ect.

8/8/2019 Equity FAQ


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Comments

BBDhar 2 months ago

How can we get application form please.

dania 2 months ago

is ther e any news for secondary mark et pls.

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Mashruf Ahmed Chowdhury 2 months ago

wher e you get from that news, please disclose us.

Mashruf Ahmed Chowdhury 8 weeks ago

Beacon will come on Thursday

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8/8/2019 Equity FAQ


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Accha kon din Lottery hobe ko ki janen???????????

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abe halay , janata mf er r esult kobe hoiber lagse...

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30th

aug

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How many times janata over subrcribed?

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Janata Bank MF Lottery may be held on 29 August............

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Janata Bank MF Lottery may be held on 29 August

wher e you news collect

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8/8/2019 Equity FAQ


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equity faq

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