Invest Now

If you wish to invest through us please follow the instructions given below:

If you are making first time investment in Mutual Funds:
  • Please download CAN (Common Account No.) Registration Form it is fillable form, please fill up details, take printout, make signature/s.
  • Please download PayEezz Mandate Form take printout, make signature/s.
  • Please download KYC Form take printout, affix photo at the space provided for make signature across the photo (half outside and half on photo), make second signature at the space provided for at the bottom in square.
  • Attach self attested copies of PAN Card & Address Proof and one cancelled cheque seperate for each bank, which you wish to register, you can register as much as Five (5) Banks.

If you are KYC compliant existing investor in Mutual Funds:

  • Please download CAN (Common Account No.) Registration Form it is fillable form, please fill up details, take printout, make signature/s.
  • Please download PayEezz Mandate Form take printout, make signature/s.
  • Attach self attested copies of PAN Card & Address Proof and one cancelled cheque seperate for each bank, which you wish to register, you can register as much as Five (5) Banks.
If you need any assistance for filling above forms please call on us: 02355-251089 Mobile: 9422430302 Email: tfscontactus@gamil.com

Send all as above to by courier or post:

Thakur Financial Services

275, Manisha, Near ICICI Bank, 
Kaviltali, Chiplun-415605, 
Dist: Ratnagiri

We will do the rest on your behalf and once your one time registration process is completed and one time bank mandate is registered with your bank, you can call on us for discussing the suitable mutual fund scheme for you, on the basis of your income, age, capacity invest, your risk tolerance capacity, investment horizon, your goals, reason for investment etc., and then appropriate scheme will be suggested to you, and we shall be able to do the investment (lump-sum or SIP) without any form, cheque, signature i.e. totally paperless.

Convenience 


After registration of CAN you can make any transaction paperless, you can call on us and ask us to make investment entry on your behalf in any Mutual Fund Scheme of your choice, we will submit the order with MFU platform, this platform is promoted by AMFI (Association of Mutual Funds India) along with all major AMC's (Asset Management Companies of Mutual Funds), after submitting the order you will receive Message by SMS as well as by Email to your registered mobile and email address with a link to confirm the transaction in 24 hours.  You will approve the transaction by accepting the same and your bank account (of your choice) will get debited and amount will get invested in your choice of scheme.

In the same manner you can ask us to submit the redemption/re-purchase (withdrawal) request and the same will process as above only.

No transaction will be processed without your approval.

If your Bank Mandate is not registered, in such case also transaction can be processed by using Net Banking or NEFT.  We will submit the order as stated above on your behalf with your option of Net Banking or NEFT, you will receive SMS and Email with link, you will be transfer the money through Net Banking or NEFT as you wish and amount will get invested in your choice of scheme/s.

We offer following after sales services:


1) Login to our website www.shthakur.com to track your portfolio 24/7, very shortly we are also giving online transaction facilities for all transactions through our site.
2) You can download our Mobile App to track your investment in all mutual fund schemes at a glance 24/7
3) We are helping to take your decision regarding your portfolio in on the basis of research based market situation.
4) We are helping you to select right Mutual Fund Scheme for you.
5) We encourage to remain invested for long term as in long term as per past experience risk of volatility become an opportunity to create wealth from your investment.
6) If you wish we will add you in our Investors Whatsapp group for getting regular updates relating to Mutual Fund Industry and Share Market.
 

No comments:

Post a Comment