1 / 25

Here is one more reason to

Here is one more reason to. Introducing EasyInvest facility for Non-individual investors. How EasyInvest help you relax. PIN free and thus convenient and speedy – Overall process of investments is likely to be completed in 5-10 minutes.

jadon
Download Presentation

Here is one more reason to

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Here is one more reason to Introducing EasyInvest facility for Non-individual investors

  2. How EasyInvest help you relax • PIN free and thus convenient and speedy– Overall process of investments is likely to be completed in 5-10 minutes. • Better control of your account:You can view and download account statements any time. Also, view all the transactions (Purchase, Redemption & Switch) through your account.  • Reduction in paperwork– You no longer need to fill out lengthy forms to transact.  • Multiple options to transfer funds • Online transfer using its banking online facility, • Direct credit thru a transfer letter/cheque, • RTGS and NEFT transfer • Now you can invest from anywhere in India– EasyInvest can be used anywhere in India as long as you have access to the internet.

  3. How to avail EasyInvest Insert date here

  4. EasyInvest in 3 simple steps 2 1 Login as non individual investor Register with Axis Mutual Fund 3 URL https://online.axismf.com Submit Login form to get user ID & Password View portfolio, a/c statements & transact • View and download account statement • Purchase, redeem & switch through EasyInvest

  5. How to avail the EasyInvest service? Following simple steps for creating User Ids • Duly signed and completed Non Individuals Login form. • List of user IDs to be created for the specified folio number along with their official email Ids [personal email Ids are not accepted]. There would be 3 categories available for the Investor. • Users under “A” category can only view statements but cannot transact. • Users under “B” category can view and enter a transaction. • Users under “C” category can view and Authorize an transaction. ( Option to specify limit is available where in the authorisers can have individual amount limit or no limit (the max limit is Rs.999 Crs). • Delegation Form • Categorization of Users under Group A , Group B and Group C. • Multiple bank mandate

  6. IsEasyInvest Safe ? EasyInvest has SSL (Secured Sockets Layer) technology to ensure that the information transmitted between you and us across the internet is safe and secured. SSL is the most common and effective technology used in sending confidential information in a secured manner over the Internet. The technology works on using mathematical logic to scramble the data that is transferred your machine to the website where you feed the information. The site is digitally certified for security by VeriSign, an organisation that is considered pioneers in such technology

  7. Guide to EasyInvest

  8. I am… Category ‘A’ Investor Can only view statements but cannot transact Category ‘B’ Investor Can view statements and transact which will need approval from concerned authority Category ‘C’ Investor Can view statement and approve a transaction but cannot transact (Please click)

  9. Log into www.axismf.com and click ‘EasyInvest’

  10. Click on the ‘Non Individual Investor’ tab

  11. Login through your corporate id, use name & password provided by Axis Mutual Fund

  12. To view the account statement click on the ‘Account Statement’ On the home page you can view all folios associated with your account

  13. Select the tenor for which you want to view the statement and click ‘Show Schemes’ A table appears with scheme details, select applicable scheme(s) and click ‘view statement’

  14. You can save or print the account statement for scheme selected

  15. You can also view… …Transaction details …Asset class summary …Account/Folio details

  16. For additional purchases or fresh investment click on the ‘To Transact’ tab

  17. Go through the steps and click on ‘Proceed’

  18. For additional purchase in existing scheme select the scheme and click ‘Go’ To invest in new scheme select the ‘Scheme category’, ‘Scheme’, ‘Plan’ & ‘Option’ from drop down menu and press ‘Go’

  19. In following screen check the investment details If invested through a broker select and enter ARN code Select the suitable payment option Enter the investment amount for additional or fresh investment Drop down menu shows all your registered banks with us. Select a Bank through which you want to invest Check if you wish you apply for ‘Auto redemption’ Enter the UTR No. provided by your bank to help us verify your transfer of funds Click the check box and press ‘Submit’

  20. Check the investemnt details and ‘Confirm’

  21. Note down transaction reference no. If opted for‘Auto Redemption’ click to confirm

  22. You can also Redeem & Switch by choosing relevant schemes along with amount / units you wish to redeem or switch out.

  23. Click on the ‘Transaction Details’ to view status of your transaction You can also view & update the UTR No. of existing transactions View list of approved transaction by designated approver View list of cancelled transaction View list of rejected transaction by designated approver View list of transactions which are expired

  24. Important: Approval by all designated personnel and fund transfer should be completed before cut off time applicable to the scheme. You can also view & update the UTR No. of existing transactions View list of approved transaction by you Click on the ‘Transaction Details’ to view and approve a transaction View list of cancelled transaction by you View list of transactions rejected by you View list of transactions which are expired Click the check box Approve a transaction by clicking here

More Related