mutual fund online transaction
TRANSCRIPT
Welcome to www.mywisemoney.com
Access platform by logging in through website
You can view your Portfolio details
Your Current Mutual Fund Investment
Your Mutual Fund Holding Summary
Click Invest Online and Select the Investor from your family
Key-in the Authentication Number (Mobile No.)
Click Purchase, select the AMC and Scheme of your choice
Scheme Key Information for you
You can see offer document by clicking of icon
Click “Buy Now”
Enter the Purchase Amount and choose your Bank
The system redirects to bank payment gateway (PG)
from where account is debited and credited to AMC
You can see online account statement
You can sell either units or for specific amount anytime
You can switch
Answers to FAQ are available
Your personal information
You can see Terms and Conditions
Offline folio can be converted to online through simple form at AMC level
THANK YOU