How can I shift my existing direct mutual funds from the Fund House to my FYERS account?
Moving your mutual funds to FYERS is an offline process. Here's a structured guide to help you:
1. Start by downloading the transfer forms (in the attachment).
2. Fill in the following details:
- Your DP (Depository Participant) ID.
- Your name as it appears on your Demat account.
3. Sign the form in two specific places in the form:
- Signature matching your DP.
- Signature matching the RTA (Registrar and Transfer Agent).
4. Fill in the following numbers:
- DRN (Dematerialisation Request Number).
- DRF (Dematerialisation Request Form) number.
5. Along with two copies of the completed Dematerialization Form, you will need:
- A self-attested copy of your PAN card.
- A self-attested copy of your mutual fund statement.
6. Complete the form details and ensure the following information is accurately filled in:
- Holder’s name.
- Quantity.
- Script name.
- Folio number.
- Certificate number.
- Distinctive number.
7. Send the completed documents to the following address:
FYERS Securities Private Limited
225, 19th Main Road, 1st Block, RT Nagar,
Bangalore 560032.
Note: The applicable charges for the transfer is ₹0.
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