Please click Mutual Fund >>> SIP Tracker

2. Please click Mutual Fund >>> SIP Tracker

3. Landing to SIP Tracker Home page

4. 1-Click on ETF SIP or STOCK SIP or MUTUAL FUND SIP button for doing inward in scrip OR scheme 2-Select “AMC Name” from drop down 3-Select “ Asset class Segment “from drop down 4-Select “Asset Scheme Name “from drop down

5. 1-Type MOSL client Code & Click on Search 3- Click on Ok to proceed further inwarding 2- Click on Add Application

6. Please select Frequency Please select Sip Date Please mentioned no of month Please mentioned SIP Amount

7. 5-Click on radio button 2-Please type bank name 1-Please select Auto Debit or ECS radio button 3-Please type Branch Name 4-Client on Bank Search to get correct details 5- Tick on Check Bank Account Length

8. 5-Click on Ok Button 1-Browse Scan image of Sip request form 2-Browse Scan image of bank Mandate form 4-Finally click on Submit Button 3-Browse Scan image of Copy of Cheque

9. On successful submission Inward number would be generated – Click on OK

10. Entered courier details & click on Update button Click on Update courier Details Select Inward number which you want to courier to karvy You can view update date document received by karvy

11. Details would get updated on the grid against the selected forms You can view update date document received by karvy

12. Insert client Code Click on Search Click on karvy Search Please click on “View SIP Details” to get the inwarded details “New option made available i.e. Karvy Search “ After click on karvy Search button – karvy site window will open ( Next slide ) , which show registered client SIP transaction remittance. Note : You can view the status Only client registered in karvy record

13. Click on Transaction Details to get transaction wise status

14. Click on Dispatched Details to get any document dispatched to client from karvy

15. Thanks You