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Online Forms
Following terms & conditions are applicable to customer/ investor transacting on the online platform. The service of the Web- Site is offered to the user of the Service on the condition that the user accepts the terms contained herein
- Buy / Sell mutual fund units (Click Here to know the funds you can invest in)
- Start a Systematic Investment Plan (SIP)
- Switch units from one scheme to another scheme of the fund house
- Enter into a Systematic Transfer Plan (STP)
- Enter into a Systematic Withdrawal Plan (SWP)
So SIGN UP FREE to discover a whole new hassle-free way of transacting online with WEALTH NEST Online !
Signing up for WEALTHNEST Online is a simple 1 step process. All you need to do is download and print the following documents and send it to us :
| WEALTHNEST KYC (New client only) | Click Here to download |
| WEALTHNEST Account Opening form | Click Here to download |
| Know Your Client (KYC as defined by SEBI) and/or PAN card copy | Click Here to download |
| WEALTHNEST Investor Aggrement form | Click Here to download |
| ECS / NACH Mandate (For SIP transaction) | Click Here to download |
