How do I switch my regular mutual funds to direct? : Kuvera

How do I switch my regular mutual funds to direct? Print

Modified on: Thu, 14 Mar, 2024 at 5:33 PM

To move completely to direct plans, we recommend the following steps (the entire process is online) –

1/ Import your mutual fund portfolio

Follow the steps on the Import Portfolio tab. We read and process your Consolidated Account Statement in real time and you can start placing orders in the same folios as your current regular and Direct plans immediately.

2/ Move your SIPs from the current platform to ours

START your direct plan SIPs in the same folio as your current plans and then STOP your SIPs with other platforms.
We will ask you to set up a mandate as part of the SIP setup process.

3/ Switch your Regular plan units to Direct plans

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How do I switch my regular mutual funds to direct? Print