1:1 Investor On-Boarding Call

Want to invest in Mutual Fund investments, but don't know where to start?

Book a call with me and I'll hold your hand through the entire process, from understanding Mutual Funds to recommending the right funds for you to executing the investment transaction to portfolio tracking after making the investments.

In this call, I will:

1. Ask you questions to understand your financial goals & risk appetite.
2. Help you analyze your current income and expenses, based off which I will give you guidelines to maximize your investments
3. Answer any and all questions/doubts you might have about your personal MF investments or about mutual funds in general.

After this call, I will:

1. Send you an email containing a Google Form link that you would need to fill. These are basic Investor On-Boarding Details required by me to initiate your mutual fund transaction
2. Strategize my suggested Mutual Fund investment plan for you, based on the information I obtain during the call [This will take me 24-48 hours to send after the call has ended]. You will have to approve this plan by replying to my email.

Once you fill the Google form and approve my suggested plan: (If you have net banking access)

1. I can go ahead and initiate your investment transaction for you maximum by Thursday, no later (provided your KYC Status is "Validated")
2. Once I initiate the transaction, you will get a link on your email ID which you will have to approve via email and/or mobile OTPs and then proceed to pay via your Internet Banking. [If it is a lumpsum investment, your process ends here]
3. If it is an SIP investment, you will have to make a note of the UMRN Code that will be generated upon you approving the transaction and add this code to the registered billers list by logging in to your internet banking account.

E.g.: If you have booked a call with me on Saturday, I will send you the Google Form link right after the call on Saturday itself. I will send you the investment plan maximum by Monday EOD, which you will have to approve by replying to the email itself. And the transaction will be initiated by me, anytime between Tuesday and Thursday. I will intimate you when I initiate the transaction (The transaction link is valid for 2 days from when I initiate it)

Please Note:

1. If your KYC Status is "not validated" or "not available", it might take a few working days to get it validated and start your investments. (I will let you know your KYC Status during the call itself)
2. If you do not have access to your internet banking account, I would suggest to get it done as soon as possible, as it makes the entire investment process very simple and almost completely online (except new KYC - which has to be done offline only, after which the rest of the process can be done online)
3. But if internet banking access is not possible, we can do the entire investment process offline as well. Just that it will be more time and energy consuming for you and me, both. [For offline investment process, it might take a few days or a week and we will have to coordinate via WhatsApp/Call as the process would involve certain back and forth couriering of forms, cheques and documents]

Who am I?

I am Rahul, an AMFI Registered Mutual Fund Distributor (ARN-313325). I have completed all 3 levels of CFA and 2 levels of CA. I am a complete nerd when it comes to finance and I also love teaching people about it.

So please ask as many questions as you can during the call.

Happy Investing!