Is there any limit in the investment amount for online transaction? 7. purchase/Fresh purchase be rejected by the AMC? a. For any future investment, investor is required to quote only the Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025. There is no cap on the number of SIPs that can be registered through the OTM facility. regard and do the needful. In a joint holder folio if one holder is KRAKYC complaint and the other is CKYC supplementary KYC form. What acknowledgment do I receive for my transactions? 2. Does the investor have to do CKYC formalities multiple times? How will I know that I am KYC complaint? 4. Madan Mohan Lohiya was a sub-broker from 1995 with 350 clients. Supplementary CKYC form will be used ONLY by the investors if they are Whether the URN registered after the expiry date will be valid? b. The OTM mandate Registration would be at Folio Level. Can an investor with PAN exempt apply for CKYC? Amount Invested : INR INR 30 crore Current Status : Invested You can link your Aadhaar Number in your online access. How many SIPs can I register through the OTM facility? Is there any transaction limit for the OTM facility? You have to register the URN similar to how you currently include your utility bills with your bank for online payment, such as Mobile, Electricity, MTNL, Gas, etc. 13. Mutual Fund investments are subject to market risks, read all scheme related documents carefully, Site best viewed in IE 9.0+, Mozila Firefox 4.0+ and Google Chrome at 1024 x 768 pixels resolution. An instant transaction confirmation will be sent to your e-mail ID and mobile number registered with us. 6. Is this facility available for all schemes of Motilal Oswal Mutual Fund? What information I can view through online facility? In case the URN has failed to register on the banker page and expired then a new iSIP registration request has to be submitted.     your IPV( In-person verification). How do I register for OTM facility if I’m an existing investor? New SIP has to be registered to generate the new URN. Motilal Oswal Private Equity (MOPE) was founded in 2006 to put the investment philosophy and acumen of Motilal Oswal Financial Services (MOFSL) into action. Unique Registration Number (URN) is generated for every iSIP you register with us which comes with the validity of 7 calendar days from the date it is generated on our website. Successful registration of URN will enable monthly instalments are debited from your bank account. 1. List of the people authorised to attest the documents after verifying the originals? 3. Ltd. which is a group company of MOFSL. Print & fill the form and courier it to PMS-Operations, Motilal Oswal Asset Management Company Ltd., Motilal Oswal Tower, Behind Parel S.T. 2. 17. This time lag is due to settlement and reconciliation mechanism which is common to all MF's. Can I settle my investments online through Invest Online? However, you need to have online access with your bank to avail this facility. What are the possible reasons for failure of a transaction for View and Pay option? ft. For change in bank mandate you would need to submit a physical request for the same along with request letter and cancel cheque copy of the old and new bank. the same from any of the KRA - KYC registration agencies Is there a frequency of debit for OTM mandate registration? Select your scheme SIP Amount, SIP Date and the Duration/Period for which you would like to invest in scheme detail, On Submission a Unique Registration Number (URN) will be generated for that particular transaction, Register the URN with your bank on or before the expiry date of URN, Submit your PAN and OTP shared to your registered Mobile/email ID, Select your Folio, scheme SIP Amount, SIP Date and the Duration/Period for which you would like to invest in scheme detail. 2 lacs and above and in Liquid Funds, irrespective of the amount. ”Pending” in the KRA records are required to fill up the New CKYC form to be CKYC lines that will be specified by the AMC. The primary reason could be insufficient balance at the time of debit. They will be asked to share their PAN, Date of Birth and Email id registered in our records. Can I use Debit card for online transaction? Best broking business of the year 2018 ... Who can open a PMS account with Motilal Oswal? twit. The investor is required to do the formalities only once with anyone of the financial in securities markets - once KYC is done through a SEBI registered intermediary This facility is not applicable for USA and Canada investors. id and mobile no once the same is registered with the CKYC both for successful submission The investor will get an SMS and an email confirmation to his registered email 4. Documents required for completing the CKYC process? Portfolio Management Services and PMS investment at Motilal Oswal. Yes. You can switch the payment option at any point of time. 15. If you register the URN at your bank beyond the stipulated time limit determined by the AMC, the URN gets expired at the AMC’s end. 10. No. Is there a validity period for OTM Mandate Form? the system. Are there any document / agreement required to open an Online Transaction account? Can the payment option be changed during the tenure of the SIP? In addition, the OTM registered will be activated, on receipt of successful registration confirmation of the mandate from your banker, The OTM activation will also be informed similar to the registration. 13. We strongly recommend you to select Auto-Pay mode to enjoy the uninterrupted wealth creation journey else you have to do this manually every month with the other option. based on the financial institution) he is required to submit the separate form provided Yes. 10,165 active PMS accounts and client base spanning across 148 different cities Various themes like large cap, small & mid cap, flexi cap etc. The lower limit applicable is the minimum purchase/SIP amount in the respective plan/ option of the Schemes of the Fund as defined in the Scheme Information Document (SID). You can register through any of the below listed banks. Is the OTM mandate registration at a scheme level or at Folio level? requirement as per the CKYC guidelines. Yes, investor will be in a position to check the status of the SIP in his/her login. We are offering only one option as frequency - ‘As and when presented’. CKYC complaint ? Rules, 2015, Rule 9 (1A), every reporting entity shall within three days after the Motilal Oswal Financial Services Ltd. is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs, Insurance Products, Investment advisor and IPOs.etc. You can transact both offline and online for the folios either created or transacted online. application if KRAKYC compliant is submitting supplementary CKYC form along with 15. SSL works by using a private, mathematical key to encrypt (or scramble) data that's transferred between your Web browser and the website you're visiting. Can I use both your website and the physical mode (submitting a transaction slip at a branch) for transacting for the folio created or transacted online? Is there any upper or lower limit for transacting through the OTM facility? On successful completion of iSIP registration, we shall provide you a Unique Registration Number (URN). In case you are an existing investor, you need to fill and submit the 'OTM debit Mandate Form' to any of our Investor Service Centre identified as Official Point of Transaction acceptance of MOTILAL OSWAL MUTUAL FUND. Therefore, we are offering only one option as frequency - ‘As and when presented’. Investors should sign an OTM mandate form for the bank account which he would want to debit for his investments in schemes of Motilal Oswal Mutual Fund. The key benefits of using the app to trade are my wallet, Quote page, market screeners, Algo … Customers of these banks can link their bank account by just setting a UPI PIN.

5. 19. Provided Yes, you can use all VISA/Master and Rupay debit cards issued in India. How will I be informed once the registration is completed? Auto-pay mode: With regard to address updation, investor will have to visit the KRA and submit the new address along with the supporting proof as AMC will replicate the address from the KRA records only. At the time of submission of additional purchase transaction all you need to do is provide the UMRN no. Yes. 18. The applicable NAV for the transaction will be dependent on various factors under provisions of SEBI (Mutual Fund) Regulations, 1996 like receipt time of the Physical form; the scheme, the type of transaction, and in case of investments of Rs Two Lakhs or more, the date & time of realization of funds. In case of any dispute/grievances pertaining to our PMS services, please contact us at the above address or send an email to You can also call us on 022-3980 4263. Please visit the website for updated list of banks eligible for NACH Facility. Later As you have already registered for OTM facility, you only need to submit the physical SIP registration form mentioning the UMRN number provided by the bank based on the OTM registration. MOTILAL OSWAL Next Trillion-Dollar Opportunity (NTDOP) is a 13-year-old, one of the largest and well known Multicap PMSs by size. However such investor will be informed to fill How much time will it take to register for OTM facility? 21. View and pay mode: 2. 18. 17.

14. Yes. Investor will fill only the forms related to CKYC. 10. By clicking "Submit", I accept the T&C of Motilal Oswal AMC and agree to receive alerts & notification via Motilal Oswal AMC SMS, Email and Business Whatsapp Account services. What are the details I need to provide for iSIP? For security reasons the change of address or bank details cannot be submitted through our website. 9. What type of account do I need to avail of the iSIP facility? All schemes of Motilal Oswal Mutual Funds expect ETF. Can I link my Aadhaar Number through online facility? No, Credit cards cannot be used for online purchase of Mutual Fund Schemes. It offers flexible commission/fee model as well as investment plans to the clients. However, I have invested in your schemes in physical mode. The value strategy of the company has done extremely good in the market. What are the modes in which the investor can do his supplementary KYC? Do the investors need to update the information at the KRA and CKYC? In case if you are a new investor and already KYC complied, then you have to provide your PAN, bank account, additional KYC and FATCA details, contact information and SIP details for online registration
In case of grievances for any of the services rendered by Motilal Oswal Financial Services Limited (MOFSL) write to, for DP to If you want to avail of the Motilal Oswal Portfolio Management services, you would be required to have an account with them. 8. Will the investor get any communication for the supplementary KYC updated? Yes! at the KRA /CKYC end. 2. 20. What are the various types of transactions submitted under OTM facility? 6. 7. Motilal Oswal Mutual Fund website uses SSL technology to ensure that the information transmitted between you and us across the internet is safe and secured. Which browser can I use to transact online? Can I use my Mobile or Tab to transact online? The investor is required to submit any of the following documents for ID proof and Yes, you can. the application. Molbio Diagnostics Private Limited; Molbio, a Goa based Company along with its subsidiary Bigtec labs has developed and commercialized TruenatTM, the world’s first commercial Point-of-Care (PoC) molecular diagnostics platform using PCR (polymerase chain reaction) technology. You have to provide your PAN to proceed for linking Aadhar Number. Can I register the iSIP through any bank? 13. 1. All transactions under OTM facility will be treated on par with similar transactions received through any other modes. Click here and download the KYC form All you need to do is submit your PAN and an OTP will sent to your Email ID & Mobile number registered with us. You can start a SIP in our Mutual Fund Schemes at your convenience using electronic device namely mobile, laptop at your convenience. or supplementary CKYC form? Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company … in this regards. Invest online is a secure online transaction facility offered on our website whereby investors can login, view portfolio and transact online. fb. It is a centralised repository of the KYC records of the customer in the financial 12. Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025. 9. Yes, you can use the UPI facility. Submit at the nearest Point of Acceptance & complete NACH offers to select the frequency of debit - Monthly, Bi-Monthly, Quarterly, Half-Yearly, Yearly and ‘As and when presented’.