How can I transfer my existing mutual funds from the fund house to FYERS?

How Can I Transfer My Existing Mutual Funds From the Fund House to FYERS?

Yes, mutual fund units held directly with fund houses (in statement or physical mode) can be transferred to your FYERS Demat account through an offline dematerialisation process. This allows you to manage and track all holdings in one place under your FYERS account.

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

There is no transfer fee charged by FYERS for shifting mutual fund units from the fund house.

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 us with your DRN reference number.

Last updated: 11 Sep 2025

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