IDFC Mutual Fund

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IDFC is a conglomerate of various global and local institutions that is formed with the support from Gov of India.
There are many stake holders in IDFC including Government of India, International Finance Corporation (IFC), Government of Singapore, AIG, Morgan Stanley, Goldman Sachs, Citigroup, JP Morgan, HDFC, LIC, SBI, and IDBI.
IDFC Mutual Fund Products
•    Equity Schemes
•    Liquid/Income Funds
•    Hybrid Funds

IDFC Mutual Fund Investments
ONLINE TRANSACTION
With IDFC online transaction, you can transact anytime and anywhere. You can perform various financial transactions online through IDFC website.
•    Purchase
•    Redeem
•    Switch
•    View account details
•    Print investment portfolio.

Get your PIN No
•    Visit the following link for getting your Online Pin agreement.
http://www.idfcmf.com/downloads/ONLINEPINAGREEMENT.pdf

•    Duly fill and sign PIN agreement. Make your first investment in physical form.

Transact with your PIN No
•    Visit the following link for transacting with your PIN No
https://mfonline.idfc.com/IDFCWebClient/

•    Enter your Folio No and PIN number to login to your account.

•    Once you are logged in, you can perform various financial transactions such as making online investment.

•    Follow the instructions for making online payment and select payment mode from Net Banking/ credit card (Visa and MasterCard)

•    For making payments by using Net banking feature, login with your Net banking User Id and password to access your bank account and make payments.

Make Additional Purchase without PIN No.

•    Visit the following link for making additional purchase without using PIN No
https://mfonline.idfc.com/AddPur_IDFCWebClient/

•    Enter your Folio number and PAN Code

•    Choose your Scheme

•    Make payment

PHONE TRANSACTION
You can also transact in IDFC Mutual Funds using your phone.

Make call to toll free number 1800 22 66 22 and perform the following transactions.

•    Check balances
•    Redeem
•    Get answer to Queries

Your call will be answered by well trained investor service executives and this service is PIN free.

Debit Mandate

•    If you have a bank account with Standard Chartered Bank, you can use Direct Mandate for making your investments in IDFC Mutual Funds.

•    You do not require to draw out cheques for making investments in IDFC Mutual funds.

•    Download the Debit Mandate Form and Print it.

•    Complete the Debit Mandate by clearly mentioning all your banking details and attach one cancelled cheque.

•    Send the Debit Mandate along with signed cancelled cheque at the relevant address.

•    Your SIP investments are debited automatically from your registered bank account.

SIP Investments through Standing Instructions

•    If you have bank accounts with Standard Chartered Bank and HDFC Bank, you can make SIP investments via Standing Instructions.

•    Complete the Standing Instruction slip along with main SIP application form.
•    Submit the SI slip along with SIP application form. You need to provide at least 6 debits in order to enrol for SIP.

SIP Investments through Electronic Credit Service (ECS)

•    Download the “Mandate form for ECS (debit) – AutoSave” and Print it.

•    Complete the ECS form by clearly mentioning all your banking details and attach one cancelled cheque.

•    Send the duly filled ECS form along with signed cancelled cheque at the relevant address.

•    Your SIP investments are debited automatically from your registered bank account.