Getting started with mutual fund investing is simple. Here is how onboarding works with Rushhabh Financial Services Pvt Ltd (ARN 291958).

Step 1: KYC
Mutual fund investing needs a valid KYC (PAN, Aadhaar based or other officially valid document, photo and address proof). If your KYC is already done with any SEBI registered intermediary, we only check its status.

Step 2: Documents
PAN, address proof, cancelled cheque or bank statement, passport photo and nominee details.

Step 3: Risk profile
A short questionnaire, dated and kept on file.

Step 4: Account and folio set up
We register you with the fund house or platform (CAMS, KFintech, BSE StAR MF) in your name.

Step 5: Investing
Payments go only from your own bank account to the fund house or clearing account. You get confirmations and statements directly from the fund house and registrar.

Step 6: Records
We keep your forms and profile as required and protect your data. We do not accept cash.

Need help? WhatsApp 8460999234.

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.