Investment procedure for NRI investors [online/offline]

Investment procedure for NRI investors [online/offline]

You can invest in our scheme via two modes, one in online (Subject to KYC Compliant) and the other one is offline.

For the US and Canada based clients: The client should be present in India at the time of making any investment in the schemes of PPFAS Mutual Fund.

In case of online investment, you need not submit any physical forms. For Direct Plan opt for Direct Plan option.

If you are not a KYC Compliant, please find below the list of documents required for Fresh purchase;
  1. Common Application Form (page no. 23-28) and OTM+SIP Form (page no. 45-46).
  2. Cheque in Favour of 'Parag Parikh Long Term Equity Fund'.
  3. KYC Fresh Form.
  4. One Colour Photograph.
  5. Self-attested Pan Card Copy.
  6. Self-attested Address Proof copy.
  7. Self-attested passport copy.(Required only in case of NRI).
  8. Self-attested copy of overseas address proof.(Required only in case of NRI).
You can submit the Form to your nearest CAMS Service Centre or you can courier the same to our corporate office in Mumbai.

It is advisable to send scan image of Forms and documents to me before sending physical documents for confirmation whether all forms and documents are proper to avoid any errors.

Note: As In Person Verification (IPV) is mandatory as per SEBI guidelines with effect from 01-Jan-2012, Attestation by Bank manager required mentioning his Name, Emp Code and Designation on;
1) KYC Form (2nd Page in Documents attestation column & IPV Column) 2) copy of Pan card and 3) copy of all address proofs attached.
: In case you are visiting CAMS personally for submitting your documents, then attestation by bank manager is not required, but you need to carry originals of all the supporting documents which you are attaching along with your KYC Form.

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