How can I shift my existing direct mutual funds from the fund house to my FYERS account

How can I shift my existing direct mutual funds from the fund house to my FYERS account?

Yes, you can transfer your existing mutual fund units to FYERS via an offline dematerialisation process. Here's how:

Quick steps to transfer mutual funds to FYERS

  1. Download the transfer form
    Download the Dematerialisation Request Form (DRF) below.
  2. Fill & Sign
    • Enter your FYERS DP ID and name (as per your Demat account).
    • Sign twice: one for DP and one for the RTA.
  3. Attach the following
    • Self-attested copy of PAN card
    • Self-attested latest mutual fund statement
  4. Enter key transfer details
    DRN and DRF numbers, holder’s name, quantity, scheme name, folio number, certificate number, and distinctive number.
  5. Courier to

    FYERS Securities Private Limited
    901 and 902, 9th Floor,
    A Wing, Brigade Magnum,
    Amruthahalli, Kodigehalli Gate,
    Hebbal, Bangalore - 560092

What if...

ScenarioExplanation
Name mismatchMake sure names match between fund house and Demat records.
Missing or wrong signatureApplication will be rejected—sign both for DP and RTA.
Old fund statementUse the latest to avoid rejection.
Need status updateContact FYERS with your DRN reference number.
There is no transfer fee charged by FYERS for shifting mutual fund units from the fund house.

Last updated: 11 Jun 2025

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