How do I switch to direct mutual funds
Email us at firstname.lastname@example.org to provide your email ID linked to your existing investments. Also make sure you have already provided PAN number
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.
Please forward the email you received from Karvy or Cams to us at email@example.com
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.
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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..
No, you do not get charged.
No. You can increase your SIP, reduce it to zero, modify the entire SIP plan, and change the date – all at no extra cost.
No, you don’t. We do not charge you when you sell or switch.
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.
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.
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.
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.
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.