mutual fund online transaction

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Page 1: Mutual fund online transaction

Welcome to www.mywisemoney.com

Page 2: Mutual fund online transaction

Access platform by logging in through website

Page 3: Mutual fund online transaction

You can view your Portfolio details

Page 4: Mutual fund online transaction

Your Current Mutual Fund Investment

Page 5: Mutual fund online transaction

Your Mutual Fund Holding Summary

Page 6: Mutual fund online transaction

Click Invest Online and Select the Investor from your family

Page 7: Mutual fund online transaction

Key-in the Authentication Number (Mobile No.)

Page 8: Mutual fund online transaction

Click Purchase, select the AMC and Scheme of your choice

Page 9: Mutual fund online transaction

Scheme Key Information for you

Page 10: Mutual fund online transaction

You can see offer document by clicking of icon

Page 11: Mutual fund online transaction

Click “Buy Now”

Page 12: Mutual fund online transaction

Enter the Purchase Amount and choose your Bank

Page 13: Mutual fund online transaction

The system redirects to bank payment gateway (PG)

from where account is debited and credited to AMC

Page 14: Mutual fund online transaction

You can see online account statement

Page 15: Mutual fund online transaction

You can sell either units or for specific amount anytime

Page 16: Mutual fund online transaction

You can switch

Page 17: Mutual fund online transaction

Answers to FAQ are available

Page 18: Mutual fund online transaction

Your personal information

Page 19: Mutual fund online transaction

You can see Terms and Conditions

Page 20: Mutual fund online transaction

Offline folio can be converted to online through simple form at AMC level

Page 21: Mutual fund online transaction

THANK YOU