How to Invest in Mutual Funds Online?

A Step-by-Step Tutorial

To Help You Reap Benefits of Investing by Starting Now!

Step 1: Register

Visit the desired Asset Management Company website and register by providing your KYC details. If you are KYC compliant, enter your PAN card number for verification.

Step 2: Enter Personal Details

Enter your personal details like income, profession and nationality. Agree to terms and conditions to move on to the next step.

Step 3: Enter Nominee Details

Enter the Nominee details such as name, Date of Birth, etc. along with the percentage of allocation. Skip this step if you do not wish to add a nominee.

Step 4: Enter Bank Details

Enter your bank account number, IFSC code and type of account. Investment and points redemption will take place in this bank account.

Step 5: Enter Investment Details

Select lump sum or SIP, type of scheme (debt, equity, etc.), SIP amount, frequency, tenure, and if you are investing through an agent or distributor or directly.

Step 6: Pay the Amount

Choose online or offline payment options. For auto-debit through net banking, you will receive a SIP Registration Reference Number that you must provide to your bank.

Download the Navi app and explore Navi low-cost mutual funds. Get started today!

*Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.