Buy Mutual Fund Offline - Invest with Investorline

Invest with Investorline

Investorline

Investment Center

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Important

As per the new SEBI guidelines, all new purchases of mutual funds have to be supported by a copy of your PAN Card. If you have not submitted a copy of your PAN Card to Investorline, please do so now. We will not be able to process your purchase request without the same. Click here to know more.

Seek advice from the experts

Call us on 09213326572, or email us at indiainsured@aol.com for assistance from our AMFI certified Relationship Managers. They will gladly assist you with all your investment requirements.

Invest in 3 easy steps-

  1. Download the Common Application From of the fund house you are interested in and fill in your details against the specific fund you are interested in. If you are interested in making investments though SIP, please also download and fill the relevant SIP form.
  2. Attach a cheque of the amount you wish to invest and a copy of your PAN Card.
  3. Call us on 09213326572 for further details or send the documents to

Rajesh Kumar
Mutual Fund Advisor
Investorline Services
D-16/261, Sector-7,
Rohini, New Delhi-110085

Once the Mutual Fund Company processes your request, you'll receive a purchase statement as an email. A physical copy of the same will reach you in 10 days.

Do remember to attach a copy of your PAN card investing in a New Fund Offer. Expect a statement after around 30 working days.

Download Forms for Mutual Funds Schemes

SIP Investments by Direct Debit

Making SIP investments in a mutual fund of your choice is easy. Just follow these simple steps:

Download and print the Common Application Form and the SIP form.


Fill the Electronic Clearing Service (ECS) mandate in favor of the Mutual Fund Company and the SIP form.

Call Investorline on 9213326572 for further details.

Please note that the very first SIP investment is to be made by cheque. All future SIPs will be directly debited from the bank account that you have designated in your form.

Download Forms


Avail of our FREE pick-up facility

Our courier representative will collect your Mutual Fund investment form and other relevant documents (Cheque/ DD payable locally, Copy of PAN card) from your doorstep and submit it to the relevant AMC (Asset Management Company) collection centre.

Redeem your Mutual Funds

To redeem your mutual fund investments, just fill in the redemption slip and send it to Investorline (contact us) or directly to CAMS or Karvy. The mutual fund house will credit your bank account with the money within a week of receiving your request.

SEBI Guidelines- Have you submitted a copy of your PAN Card?

Effective July 2, 2007, The Securities and Exchange Board of India (SEBI) has made it compulsory for all resident and non-resident Indians to submit a copy of their PAN Cards, when investing. If you have not submitted a copy of your PAN Card yet, please do so now.

If you have a PAN Card

If you already have a PAN Card, all you need to do is to send us a self-attested photocopy of your PAN Card in any of these ways:

Email a scanned copy of your PAN Card to indiainsured@aol.com. Please mention your Folio No and Mutual Fund Scheme in the subject line when you email it to us.

Mail us the photocopy at:

Rajesh Kumar
Mutual Fund Advisor
Investorline Services
D-16/261, Sector-7,
Rohini, New Delhi-110085


If you don’t have a PAN Card yet

If you don’t have a PAN Card yet, you can apply for one online at https://tin.tin.nsdl.com/pan/index.html. A PAN Card usually takes 21 working days to be processed. Please send us a photocopy of your PAN Card as soon as you receive it.

Should you have any questions or clarifications on the above, please call us on 09213326572 or email us at- indiainsured@aol.com.

Download Forms To invest offline in a fund of your choice, all you need to do is follow these 3 steps:

  • Download the Common Application Form of the fund house you are interested in and fill in your details against the specific fund you are interested in. If you are interested in making investments though SIP, please also download and fill the relevant SIP form.
  • Attach a cheque of the amount you wish to invest, along with a self-attested copy of your PAN Card.
  • Call us on 09213326572 and we will arrange for your documents to be picked up and delivered to the respective fund house.

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