Shifting from the direct plan of investing to FundsIndia is a quick and easy process. It involves just one simple step:
You need to download and submit:
- A switch request letter – You can click here to download it.
- An online conversion letter – You can click here to download it.
You can submit these documents in one of two ways:
- You can submit these letters to your AMCs to initiate the shift from the ‘DIRECT’ scheme to the ‘REGULAR’ scheme.
- You can also send these documents to us, and we’ll coordinate with the respective AMCs on your behalf, and complete the shift for you. Remember, we are always happy to help you.
Once you submit these documents, you can start investing through FundsIndia in about 10-15 days.