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Fundsindia offers more than you think.

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How to make the best use of your Fundsindia account

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Fundsindia offers more than you think.

  1. 1. HOW TO MAKE THE BEST USE OF YOUR FUNDSINDIA ACCOUNT FundsIndia offers more than you think – here are some powerful features and value-adds that will help you get the maximum out of your account. About your account Using the platform Using FundsIndia’s advisory services You can create multiple accounts in your login ID. Opening accounts for your family members is the best way to ensure that you have all your family’s investments in one place. If you have mutual fund investments outside FundsIndia, you can use our ‘Easy Transfer’facility to move them into your FundsIndia account so that you don’t lose sight of any of your investments. The one-time bank mandate system enables you to start a new Systematic Investment Plan (SIP) in any fund, any time you want, without any paperwork. Remember, FundsIndia offers equities, gold and deposit services as well. Many of our customers use these services to consolidate all their investments in one place. If you have an Android phone, download the FundsIndia app right away so that you can track and make investments on the go. FundsIndia’s unique‘Portfolio’ feature empowers you to segregate investments according to different goals/purposes. If you have specific long-term goals (like retirement or children’s education), take advantage of our‘Smart Solutions’to get active advice on your portfolio Start your investment journey at www.FundsIndia.com For more information, please call us on (0) 7667 166 166. You can also write to us at: contact@fundsindia.com MUTUAL FUNDS | EQUITIES | DEPOSITS | INSURANCE | GOLD | LOANS Disclaimer: Mutual Funds are subject to market risks. Please read the Scheme Information Document and Statement of Additional Information carefully before investing. FundsIndia’s advisory services are free of cost for our mutual fund investors. You should make the best use of them to get advice on your current and potential investments. To make sure you are invested in the right funds, use FundsIndia’s advisory service to get periodic reviews of your portfolio. You can use the advisor appointment feature, or simply, drop a mail to us 00000000000000000000 requesting foracallfromyouradvisor. If you need to redeem money from your account, FundsIndia’s advisors can help you choose the right scheme and the right way to go about doing it. You can save money by consulting first, before redeeming. Follow FundsIndia’s blog and research mailers for keeping up to date with investment strategies and products. The weekly portfolio mailer is a must-read! http://www.fundsindia.com/blog

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