Mutual Funds - Start SIP & Lumpsum with Guided Assistance

Mutual fund products regulated by SEBI • Assisted onboarding

NISM‑certified team DPDP‑compliant Assisted onboarding

Full Name

Email Address

Mobile Number

Date of Birth

PAN

By submitting, I agree to the Privacy Policy & Terms and authorize InvestmentCover to call me about mutual fund onboarding. I’m 18+ and consent to processing my personal data under the DPDP Act, 2023.

How It Works

1) Share your details

Fill the short form below. PAN & DOB help us check KYC readiness and suggest the right onboarding path.

2) Suitability call (10–15 mins)

We understand your goals, risk profile and time horizon. We’ll share scheme documents and platform options. (Information only; not investment advice.)

3) Invest via registered partner

Complete KYC/eKYC, set up SIP e‑mandate (e‑NACH/UPI AutoPay) or place a lumpsum. Units are credited to your folio and reflected in your CAS.

What You Can Invest In

Popular Categories

Tax Saving (ELSS) — equity funds with Section 80C benefits
Large & Flexi Cap — diversified equity exposure for long‑term goals
Hybrid Funds — balanced mix of equity & debt
Debt/Liquid — short‑term parking with lower volatility

We’ll share scheme information documents, risk‑o‑meter & factsheets so you can make an informed choice.

Why SIPs Are Popular

Automates discipline; averages market ups & downs
Start small, scale over time
Pause/modify anytime; transparent folio tracking

Onboarding Checklist

PAN (for KYC) & Aadhaar (for eKYC/OTP)
Bank proof (cancelled cheque/passbook) for redemptions/SIP
e‑Mandate setup for SIPs (e‑NACH or UPI AutoPay)
FATCA/CKYC details, if applicable

FAQs

Is this investment advice?: No. We provide information and execution support through registered distribution partners. For personalized advice, we can connect you to a SEBI‑registered Investment Adviser (RIA).
Why do you ask for PAN and DOB?: They help us verify KYC readiness and recommend the correct onboarding path. If you prefer, you may share PAN later during KYC.
What are the charges?: For regular plans, distributor commissions are paid by AMCs; no extra platform fee is charged to you. Any applicable charges will be disclosed upfront.
Where are my units held?: Your units are held with the AMC/RTA in your folio. You receive statements and can track investments through your CAS.
Can I pause or stop my SIP?: Yes. SIPs can be paused/modified/stopped as per scheme rules.

Pre‑ARN: ARN under process; distributor/platform identifiers will be shared before any transaction.