Make a Switch to Direct mutual funds. Switch to EzeeHouse.

Save upto 1.5 % on commission

How do I move my existing investments?

How do I switch to direct mutual funds

STEP 1

Provide us your email id

Email us at care@ezeehouse.com to provide your email ID linked to your existing investments. Also make sure you have already provided PAN number

Receive a consolidated statement on your email

Check your email, you will receive a statement from Karvy or CAMs with email subject as "Consolidated Account Statement". Receiving the email from Karvy or CAMS can take some time, in some cases even more than one day. The password is your PAN number in CAPS. Detailed information will be available in your latest statement only.

STEP 2

STEP 3

Forward the above email to us

Please forward the email you received from Karvy or Cams to us at care@ezeehouse.com

Switch

We will initiate a switch to direct funds on your behalf. Exit loads and taxes may be applicable as switching means selling a scheme & buying another scheme. Please note, you can redeem only direct funds. If you make more investments, a new folio will be created.

STEP 4

Why Switch to EzeeHouse

Paperless Invest anytime, anywhere

Safety first BSE transaction platform

Over 3,000 Direct Mutual Fund schemes

FAQs

1. How do I make payments for my one time as well as additional purchases?

You can transfer funds via net banking to buy mutual funds in SIP or lump sum using the bank mandate you have registered with us..

3. Are there any charges if I increase my SIP investment? Or reduce it? Or cancel it??

No. You can increase your SIP, reduce it to zero, modify the entire SIP plan, and change the date – all at no extra cost.

4. Do I get charged when I sell or switch my investments?

No, you don’t. We do not charge you when you sell or switch.

5. What happens to my money after I have made an investment with you?

After you invest with us, your money moves directly from your bank account to the Mutual Fund Company’s account. When you sell, your money is transferred by the Mutual Fund Company directly to your bank account. We keep a track of this process and at no time does your money pass through our bank account or BSE.

6. What is the maximum amount I can invest at a time using Net banking?

The maximum you can invest via Net banking transaction is Rs 9.99 crores. You will need to get in touch with your bank to increase your net banking limit, as it’s generally set at Rs 5 -10 lakhs per customer by the banks.

7. How much can I invest at a time in SIP or using Auto-Pay?

You can invest a maximum of Rs 1 crore per mutual fund scheme using SIP & Auto – Pay ( you can set the limit lower in the bank mandate you give us). You can increase your Auto-Pay & SIP limit by sending us a new mandate. Your mandate will be applicable only to your transaction at EzeeHouse.

8. What is the maximum time I can set up an SIP for?

You can set up your SIP in perpetuity till the year 2099 at a time. When this period ends, we will inform you of your SIP expiring and will ask you to create a new SIP for the same fund.

9. Does EzeeHouse earn commissions on Mutual Funds you sell?

We do not receive any hidden commissions from mutual fund companies in Direct Plans. The commission you save comes back to you in the form of higher NAV.

What some of our Investors have to say

Happy to recommend EzeeHouse!....

I recently used EzeeHouse for Mutual fund Investments. The UI is clean and simple and makes it very easy for first time investors. I have already recommend EzeeHouse to family & friends.

- Mr Sunil , Construction

Very pleasant to deal with and helpful....

I love using EzeeHouse, It's safe and reliable and totally FREE! With proactive customer friendly team. Good Job EzeeHouse.

- Mr Ramesh , Financial

Easy to invest and a very professional....

EzeeHouse offers excellent transparent platform for MF Investing. Anytime I had a query, the customer service team has been very helpful and courteous.

- Mr Mohan , Business