SIP we like

1. Open www.sharekhan.com in browser

2. Click on Trade Now and enter your login credentials and click on Submit

3. Click on Mutual Fund tab , and then click on Purchase

4. On the screen, filter the scheme based on Fund Name and Type of Scheme

5. Next, click on radio button against the scheme and click on SIP

6. Enter the amount you want to start investing with, select date, frequency, period, and select the existing folio if investments have already been done in the same scheme

7. Accept the terms and conditions and click on 'Place Order'

8. Finally, verify the complete profile and then click on Confirm.

Yes, you can opt for portfolio management services if you're a Non-Resident of India (NRI). You will have to open a PIS account as required under RBI guidelines in order to invest in the PMS scheme.

Net-banking - You can pay via the net banking facility provided by your bank. Please note that this option is available only for the banks that have partnered with Sharekhan. Click here to check the list of banks that have partnered with Sharekhan.

Bank mandate - For regular investing through Systematic Investment Plans (SIPs), you can pay through a one-time bank mandate- an Electronic Clearing Service mandate or National Automated Clearing House (NACH) mandate, or through a direct debit. NACH mandates can also be used to make payments for one time investments.

Standing Instruction - You can set 'Standing Instruction' with your banks to transfer funds to their Sharekhan trading account towards SIP.

To activate ACH mandate, you can collect an ACH Mandate form from a Sharekhan Outlet and submit the signed form to a Sharekhan Outlet for processing. Please note, ACH can only be linked to the bank account that is linked to your trading account

You can check the status of all the SIP / Flexi SIP purchase orders online by following the steps mentioned below:

1. Open www.sharekhan.com in browser and click on "Trade Now"

2. Enter your login credentials and click on Submit

3. Next , elect Mutual Fund from drop down

4. Then, click on SIP reports / Flexi SIP Reports

5. Click on SIP ID to get your desired report

You can look up mutual fund (MF) schemes on two - 'Funds we like' and 'SIPs we like', which feature schemes which are likely to perform good in the next few years, in line with the Sharekhan Research team's recommendations. Click here to know more.

Our SIP recommendations are covered in the section 'SIPs We Like', wherein our research team lists schemes, which are likely to perform well in the long run. Click here to know more.

You can look up mutual fund (MF) schemes on two - 'Funds we like' and 'SIPs we like', which feature schemes which are likely to perform good in the next few years, in line with the Sharekhan Research team's recommendations. Click here to know more.

Registered Sharekhan users can avail the facility of registering an automated clearing house (ACH) mandate. You have to fill in your bank account details and link it with your demat account to be able to carry out the future transactions. Click here to download a mandate

One can check all the schemes which are available for SIP investment under InstaMF here

Tax-saving mutual funds or equity-linked savings schemes (ELSS) is one the best options to save tax with a comparatively low lock-in period of three years. Click hereto check our preferred ELSS funds.

New Fund Offers (NFOs) allow you to invest in a MF scheme within a pre-defined period. Click here to check the schemes under NFO.

To check your existing 'flexi-invest' mutual fund investments, Click here.

You may see the list of schemes available for the Flexi invest under InstaMF here:

A lumpsum investment is a one-time investment, which can be done any time during a year. Investors usually invest any windfall gains such as annual bonus or surplus funds in lumpsum Click here to check the Mutual Fund lump-sum schemes.

You can choose from the funds listed in the 'Funds we like' section and also check out our expert recommendations on the same. Or choose the scheme on your own. Click hereto see the details.

After you login, you can get the MF statements under the 'account statement' tab. You may download the same if you wish, the PDF will be sent to the e-mail ID you have registered with Sharekhan. Click here to know more.

Once you login to your InstaMF account, you can check the mandate status on the right hand side of your dashboard. You may also check the same in the reports section, under the 'Bank mandate' tab. Click here for more details.

After logging in, you will be able to see your capital gain statement in the 'report' section. Click here for more details.

You can view your dividend statement in the report section. Click here for more details.

Post login in the report section, you will be able to see your flexi-invest. Click here for more details.

You can check the status of your MF investments under the 'reports' tab after logging in. You can also glance through your executed as well as rejected/cancelled orders. Click herefor more details.

After logging in, you can check your SIP investments under in the report section, you will be able to see your SIP investment under 'SIP Summary'. There are four filters in this section that make it easy for you to glance through your preferred type of investments. i.e., Scheme, Asset, Status & Intiated by. Click here to check your SIP investment.

After logging in, you can view your existing SIP holdings under the 'Invest' tab. You have to then select the type of investment and then go to 'My holdings'. Click here to know more

To glance through mutual fund SIP schemes, you can go to the 'invest' tab, select 'SIP' as your type of investment and then hit search. Click here to know more

After logging in, you can go to 'add fund' tab at the right hand side of your dashboard. Click on 'Fund transfer/withdraw case report' wherein you can check all the money that you have transferred from your bank account to mutual fund account and vice-versa. Click here to know more

After logging in, please go to the NFO tab, the second last tab on the home page, to check ongoing and upcoming NFOs. You may invest in NFOs by clicking over the schemes listed here.

Flexi SIP allows you to change the investment amount on a monthly/weekly/daily basis. You can use it to change the amount based on your affordability or you can choose to invest more or less depending on your understanding of market conditions.

Minimum amount which should be invested will depend on scheme to scheme and it can be checked on the order placement page itself. The order placement page displays the "SIP Min Investment" and "SIP Min Investment Multiple" the scheme offers. SIP Min Investment amount is a mandatory amount which is required as the first time investment to start the SIP. Further, monthly investment amounts can be made in multiples of SIP Min Investment Multiple.

Failure of an installment will not result in any charges or penalties from Sharekhan or your AMC's (Asset Management Company) side. However, you should check with your bank if there are any charges for failed mandate payments. If you fail an installment, you can make additional investments later to stay on track towards your goal.

SIPs ensure that you invest every month, thereby instilling discipline in your investment behavior. This investment tool allows you to start investing in mutual funds with even as low as Rs. 1,000 per month; thereby helping you to build a large investment portfolio gradually. By ensuring that you invest regularly, SIPs average out your costs over the long term without worrying about timing the markets. SIPs are the best way to build wealth over the long term.

A bank mandate is an authorization given to Sharekhan to debit your bank account for monthly investments, as well as other payments. The mandate is sent by Sharekhan to your bank for registration on your behalf. Once your mandate is registered with your bank, the bank will allow Sharekhan to withdraw the amount of your investments automatically every month. You will only need to authorize us at the time of setting up your SIP.

An ACH bank mandate allows us to debit the amount towards your SIP installments from your bank account. With this mandate in place, you don't have to worry about making manual payments every month towards your investments.

A standing instruction is given to your bank to execute the transfer of funds for a specified value to a specific account, on the same date of every month.

By setting up 'standing instructions' with your bank to transfer funds to your Sharekhan trading account towards Stock SIPs or Mutual fund SIPs, you will no longer need to initiate an amount transfer, or send us a cheque every month. You can execute your Systematic Investment Plan(SIP) with ease and leave all the tedious fund transfers to us.

The facility of setting up standing instruction online is currently offered by ICICI Bank, Citibank, HDFC Bank and State Bank of India.

Click here to know more about the procedure for starting a standing instruction.

No additional charges are charged by Sharekhan for purchasing Mutual Funds. However charges specified by AMC in the scheme prospectus will be applicable and will be directly deducted from the NAV by AMC.

There is no lock-in period in the case of open-ended funds. However in the case of tax saving funds a minimum lock-in period is applicable.

Sharekhan InstaMF is an online portal for mutual fund investments that allows you to open a mutual fund account online in 3 -4 minutes.

Your InstaMF account is free for lifetime.

There are no account-opening charges, transaction, maintenance fees or service charges.

You will get scheme recommendations from our mutual fund experts without any charges.

According to the Securities and Exchange Board of India (SEBI), the Permanent Account Number (PAN) has been made the sole identification number for all participants investing in the securities market / mutual funds, irrespective of the amount of investment.

This is part of the revised know-your-customer (KYC) compliance norms currently in existence with fund houses, in order to comply with money laundering prevention rules. Association of Mutual Funds of India (AMFI) has asked mutual fund houses to comply with new KYC norms and collect PAN, address proof and photograph of all their new and existing investors with effect from January 1, 2011. The AMFI decision follows a direction from market regulator Securities and Exchange Board of India ( SEBI) earlier the same year to tighten KYC norms to check fraudulent practices.

Though you may have to do some additional paperwork now, the documentation would be centralized across all the fund houses with the help of PAN and this will benefit you in the long run.

Hence, Sharekhan collects your PAN card to link it to your investments and also to verify your KYC (Know your Customer) information with CDSL.

The Securities and Exchange Board of India (SEBI) has made it mandatory for all online investors to be KYC-registered (Know Your Client). Hence, at Sharekhan, we necessarily require our customers to be KYC compliant.

We have launched a new method of KYC registration called 'Aadhaar-based eKYC system' to make this step quick and paperless. All you have to do is enter your PAN and Aadhaar number and your eKYC will be complete. Once this is done, you will become eligible to invest in a selected number of schemes, and have access to the full range of services on Sharekhan.

To get access to all the mutual fund schemes in the Sharekhan universe, you'll have to download, sign and send your KYC registration form (available in the 'My forms' section of your account), along with a few supporting documents. We'll get you KYC-registered on your behalf.

A cancelled cheque leaf means an original cheque leaf with 'cancelled' written across it. As an online investment service, we have to make sure that the bank account with which you've registered with us is in your name. To do this, we require a cancelled cheque leaf with your name pre-printed on it.

If your name does not appear on the cheque leaf, then you will have to send us your cancelled cheque leaf along with one of the following documents:

- A self-attested copy of your bank statement (from one of last three months)

- A self-attested copy of your bank passbook with some recent transaction entries

Yes, you can send the cheque leaf on our WhatsApp number 9082820537 or to our email ID instamf@sharekhan.com