1. Initial enquiry
Use the contact form to share your name, contact details and broad requirement. Do not upload or send PAN, Aadhaar, bank details, passwords or account statements through the website form.
How it works
You remain in control of every transaction.
The website begins the conversation. Sensitive onboarding and transaction steps take place only through appropriate AMC, KRA, RTA or MF Utility channels.
2. KYC and CAN
Your KYC status and MF Utility Common Account Number requirements are checked. Any documents are handled through the applicable secure process.
3. Scheme information
Relevant scheme documents, risks, costs and regular-plan commission disclosures are made available before a transaction is initiated.
4. Transaction creation
Eligible purchase, redemption, switch or systematic transactions may be created through the distributor’s MF Utility access using your confirmed instructions.
5. Investor approval
MF Utility seeks approval through the investor’s registered email address and/or mobile number. A transaction is not treated as authorised merely because it was discussed.
6. Records and service
Keep copies of confirmations, account statements and scheme documents. Ongoing service requests are handled through the appropriate platform or AMC process.