Central KYC application
Download the KYC application form used for identity and investor verification.
Open Form
Tools and applications
Local calculators, investor application support and mutual fund data tools in one place.
Use the in-house calculator suite, download bundled KYC and onboarding forms, and explore mutual fund scheme information through a seamless on-site experience.
Calculator suite
Estimate investment outcomes and funding gaps with local calculator tools.
The calculator lineup follows the broad goal-planning categories commonly used in investor education, while staying fully embedded inside this website.
01 Select a planning category
02 Enter realistic assumptions
03 Review the instant illustration
Calculator
SIP Calculator
Estimate the future value of a monthly SIP investment.
Updates instantly
Input details
Value
Calculated output
Estimate
These calculators are illustrations only and do not represent assured or actual returns. Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.
Applications
Investor onboarding and servicing forms hosted on the website.
Core application documents are bundled locally so investors can access the process documents without relying on external form links.
FATCA declaration
Access the FATCA form used during applicable onboarding and investor declaration workflows.
Open FormInvestment account opening
Use the bundled account opening document to support new mutual fund platform onboarding.
Open FormACH one-time mandate
Open the local bank mandate form for transaction and payment authorisation support.
Open Form
Mutual fund explorer
Search mutual fund schemes and review NAV details from one interface.
The explorer uses a server-side data bridge so the search and NAV experience stays within the website instead of sending users to another platform.
Select a scheme to load details
Latest NAV, scheme metadata and recent trend information will appear here.