Investors have to provide documentation mandated by SEBI to get Know Your Client (KYC) registration. This KYC registration can be done Online and Offline. Once the KYC is registered with the SEBI registered entities, investors can start investing in Mutual Funds. This is a one-time activity. Once KYC is registered, Investors can start investing in Mutual Funds.

Investors can check this on our platform. Just initiate your registration process, and we would monitor the same at our end and inform you. If your KYC registration is done, you need not do KYC registration again, and you are ready for investments. If your KYC is not done, then you can complete the KYC registration as suggested in our platform. It is a onetime simple process and can be done online & offline Mode.

Once your KYC is done, and you have registered on our platform, you can either invest in Mutual Funds either through a Lump Sum (One Time) or Systematic Investment Plan (SIP).

For Lump Sum investments, you would need to transfer money from your Bank account through the Bombay Stock Exchange (BSE) Payment gateway integrated with our platform.

For SIP (Systematic Investment Plan) investments, once you have placed the order through our platform, we would be sending you a NACH mandate form. You would need to take a print out of the NACH mandate form and sign it. This allows BSE to deduct money from your bank account automatically. Once the mandate is registered (it typically takes 2-3 weeks for the Bank to register the mandate), on a specific date (you can choose the week of the month through our platform), funds would be auto debited from your account and the investment done in the mutual fund scheme of your choice.

All your investments are routed to Asset Management Companies (AMCs). Once your investment is registered, the AMC will create your account, and a folio number is generated and an account statement sent to you on your email ID. You would also be receiving a confirmation on the Mobile number provided. This folio number is like an account number with your Bank. All your investments are tracked and maintained in this account by the AMC. In the event of you wanting to redeem your investment, you can contact any other Mutual Fund intermediary or the AMC directly. In the event of Funds Masters shutting shop, your investments will remain intact, the way they are, with the AMC and you can continue or redeem your investment as per your liking.

AMC and Funds Masters maintain all investments done through Funds Masters. But they are not in a Demat account. Maintaining mutual fund units in demat form is a costly affair as you would be required to pay annual charges for the maintenance of the Demat account. In addition to the annual maintenance fees, you are also obliged to pay transaction costs for mutual fund debits and credits in the Demat account. Maintaining Mutual fund units with AMC without holding them in the demat account is an equally safe process, and we recommend the same to our customers.

Funds Masters does not distribute direct funds through its platform. Funds Masters has tailored award winning portfolio strategies, especially for the Indian Market. We create balanced and personalised portfolios for you based on your Investment Horizon and Risk Profiles while accounting for the prevailing Market Conditions like Stock Markets performance(Price to Earning, Price to Book, Dividend Yield), Interest Rates, GDP growth Rates and other important macroeconomic factors.

We use a proprietary investing model which is based on Dynamic Asset Allocation that has given substantially higher returns than the Markets over a period of two decades. We optimise your portfolio to offer maximum possible expected return for a given level of risk through careful selection of asset classes and mutual funds using our proprietary ranking frameworks.

We constantly monitor your portfolio and recommend periodic rebalancing to maximise returns for you while taking into account prevailing market conditions, tax implications, switching and exit costs to meet your goals and aspirations. We offer you a flexible and convenient platform to track/switch/Redeem/Top Up your investments at a click of a button from the comfort of your home/office.

We have the best interests of our client in our heart, and we believe that nobody does it better than us.

If your KYC is registered, you are only required to provide some basic details about yourself along with a copy of the Bank Cheque Leaf / Bank Statement or Cancelled Cheque and /Initials to start investing through Funds Masters.

If your KYC is not registered then apart from the other details you are required to provide a copy of PAN card, copy of address proof and a Selfie video (eIPV video) to register your KYC and start investing through Funds Masters.

As per regulatory requirements, KYC (Know Your Customer) registration is a must before any investment can be made in Mutual Funds or Stock markets.

As PAN is mandatory to make investments in Mutual Funds and Stock Markets we need your PAN details to check if your KYC registration is complete.

If your KYC registration is done, then you can immediately transact through the Funds Masters platform.

If not, then Funds Masters gets your KYC registration done online or offline mode through a very simple process. Our process is secure, and your PAN, as well as other details, are kept secure with us. Most importantly, we are a SEBI Registered Investment Advisor (RIA) and are authorised to undertake your KYC verification.

Currently, the Funds Masters platform only allows Individual Accounts (personal accounts) to register and transact on our platform. However, if you want to invest through a Company/HUF/Partnership/NRI (NRE/NRO) account, then please get in touch with our helpdesk at hello@Funds Masters.in

We would help you with the KYC registration as well as set up your account on our platform, and you would be able to invest online through our platform.

Yes, you can open an account with Funds Masters and transact through your NRE or NRO bank account, provided you have a PAN number. We would also help you with your KYC registration, which is mandatory to start investing in India.

Please get in touch with us at hello@Funds Masters.in for the same, and we will also have our senior advisors call you or WhatsApp you. You might have an issue with verifying your international mobile number and hence would request you to write to us at hello@Funds Masters.in

As per Regulatory requirements, each investor needs to invest in Mutual Funds through their own bank accounts. For example, if you want to invest for your wife as well, we would suggest opening a separate account for your wife. All investments and money transfers have to happen from your respective accounts.

We will build a feature to help you view, only, all family investments in one account, but that is work in progress. :)

Funds Masters does not impose any restrictions on the minimum investible amounts on its customers.

However, each Mutual Fund Scheme has mandated a minimum amount for One time and SIP investments. Many of the funds have minimum investible amounts as low as Rs 500 / Rs 1000 for both One time as well as SIP payments. For some funds, this amount could be Rs 5, 000/ Rs 10,000.

Funds Masters mentions the Minimum Amount for One time and SIP investments on the Mutual Fund Pages or you can see the same when you click on 'Invest' or 'Add to cart' on the fund page.

Yes, the nominee can be changed at a later stage by you for all funds purchased by you.

Since this is an important process and the Mutual Fund Companies want to ensure that there are no frauds, this is an offline process at the moment. You would need to sign a form and present it to the Mutual Fund house to change the Nominee.

Please email us at hello@Funds Masters.in for any queries on this. We will send you the form required for the same and the necessary details that need to be filled out for the same.

In this digital age, this is not as important as it used to be as most of the information sent by Mutual Fund Companies and Funds Masters is on your registered email. All transaction alerts and the monthly/quarterly statements are sent to the email ID provided by you during registration.

However, if you wish to change your address, the same can be done by submitting a request form and the proper address proof.

Write to us at hello@Funds Masters.in with the new address and the address proof.

We change your address based on details provided by you and update your KYC records. All future communication (physical) will be sent to this address.

Before we tell you what Funds Masters does, let us tell you what Funds Masters doesn’t do: we don’t simplify investments. That is too easy. We’re a tech-based investment platform and we’re expected to be easy. That is a given.

But what we actually do is simplify dreams. The purpose of our easy - to - use, robust, tech-driven investment platform is to allow you to fulfil your desires, aspirations and dreams. No matter how big or how crazy or how distant they are.

Because no dream is too big.

In simpler words--you tell us your goal and we’ll give you an investment portfolio to achieve that goal.

Let’s understand how this works.

First, the problem.

You have a dream. It might be anything--a month backpacking across Europe, a destination wedding in Goa, a 3BHK in your favourite locality, a BMW as your second car, a business of your own, a foreign university education for your daughter, a grand wedding for your son or a comfortable retirement in Dharamshala. No matter what is your dream, the problem that stops you from fulfilling that dream is belief. The dream seems far-fetched or unrealistic and you don’t know how to fulfill it.

Which brings us to the solution.

We’re here to tell you that no money-related dream is too big. All you need to do to fulfill it is investment systematically in the right manner. It is not as easy as it sounds, but we’re here to do the hard work for you. We’ll build a personalised portfolio for you, monitor it periodically, suggest changes as required and hold your hand till you reach your goal. All of this is based on data, years of research and there is no room for emotion or gut in this.

Investments in Mutual Funds can be done through Demat or without Demat Accounts (Funds Masters). In both scenarios, the Asset Management Companies (AMCs or Mutual Fund Companies) keep a record of your investments. Both modes are completely safe, and for both, investment and redemption (withdrawal) happen from your bank account. In our case, the payment gateway is BSE.

One, there are no transaction or annual maintenance charges with your Funds Masters account. Most Demat account service providers levy these charges, and over the long-run, these costs would result in substantial reduction in your net-worth.

Second, investing through Funds Masters is not just about buying Mutual funds. That is just the start. Our ongoing portfolio management service ensures that you know when to sell, switch or rebalance your portfolio.

In short, based on the goal that you've set, a portfolio of funds is created. These funds and allocation of money within these funds may change based on market conditions. Hence, what you are tied to is the monthly investment amount, not the fund.

This is the biggest advantage of using our Expert-advisory platform.

Pls contract to your dedicated investment Manager or post your query in contract us section of our platform.

Yes, its very simple. Your dedicated investment Manager will guide you in this simple process.

Funds Masters is only technical platform to help you make wise investment decisions. We do not collect any money during purchase or Redeem process. BSE controls the payments and receipt of funds on behalf of AMCs.

No, no fees or charges are levied when you close your account.

Once units of a Mutual Funds are allocated to you (T+1 for debt funds, T+2, T+3 for equity funds), the same can be tracked on your Dashboard on Funds Masters.

eIPV means ‘electronic In-Person Verification’. Securities and Exchange Board of India (SEBI) mandates that every investor wanting to do KYC Registration (PAN, photograph, address proof) must also be verified in person by the intermediary. As per the mandate, this can also be done online, and it is called eIPV. You can record a short video on our platform clearly showing PAN and address proof document while stating your name in full.

You can close your account with us anytime. At the time of closing your account, you can redeem your investments. If you do not wish to redeem your investments, then you can manage them through the AMC or transfer your investments to any other intermediary. Your investments will always be under your direct control.