Prevent Unauthorized Transactions in your account - Update your Mobile Numbers/email IDs with your stock brokers. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. Receive information of your transactions directly from exchange on your mobile/email at the end of the day..... issued in the interest of investors. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. 2. Update your mobile number and email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. 3. Pay 20% upfront margin of the transaction value to trade in cash market segment. 4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard. Continuation Sheet 5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. KYC is one time excercise while dealing in securities markets-once KYC is done through a SEBI registered intermediary (broker,DP,Mutual Fund etc),you need not undergo the same process again when you approach another intermediary.Prevent Unauthorized Transactions in your Trading / demat account --> Update your Mobile Number and Email Address with your Trading Member / Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account / trading account directly from CDSL / NSE on the same day......................issued in the interest of investors.No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. Prevent Unauthorized Transactions in your account - Update your Mobile Numbers/email IDs with your stock brokers. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. Receive information of your transactions directly from exchange on your mobile/email at the end of the day..... issued in the interest of investors. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. 2. Update your mobile number and email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge. 3. Pay 20% upfront margin of the transaction value to trade in cash market segment. 4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard. Continuation Sheet 5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. KYC is one time excercise while dealing in securities markets-once KYC is done through a SEBI registered intermediary (broker,DP,Mutual Fund etc),you need not undergo the same process again when you approach another intermediary.Prevent Unauthorized Transactions in your Trading / demat account --> Update your Mobile Number and Email Address with your Trading Member / Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account / trading account directly from CDSL / NSE on the same day......................issued in the interest of investors.No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.
A mutual fund is a pool of money collected from investors and managed by a fund manager in different asset classes like equities, bonds, gold, money market instruments, and other securities. We believe mutual funds are a better way for busy investors to manage their money. We support regular mutual fund schemes to help our clients achieve their financial goals.
Investors have different needs to save and invest. Based on their financial goals and risk-taking ability, they could invest in different types of mutual funds. The following are different types of mutual funds:
Equity Funds
Bonds or Fixed Income Funds
Hybrid Funds
International Funds
Commodity Funds
The Benefits of Mutual Funds
Mutual Funds provide professional help and an investor can choose different mutual funds based on their risk profile, holding period, or financial goals. Other benefits include:
Customized investing-Bonds, equity or other asset classes
Better return than bank FDs.
Safety and regulated investments
Diversification in Gold, Silver, and Global Markets
Better Taxation
We Offer
We facilitate the buying and selling of mutual funds, providing expert insights and real-time updates to support both short-term trading and long-term investment strategies.
Goal Oriented Advisory Support
Pentad works according to an individual's age, goals, and financial requirements. We recommend the most suitable options available to meet these criteria effectively.
Regular Monitoring & Evaluation
Provides continuous monitoring of market updates, and our team suggests and supports the investment in mutual funds online in India based on the client's requirements.
Professional Assistance
We offer a range of services including financial protection, savings geared towards future goals, retirement fund management, and relevant advisory services.
Frequently Asked Questions
A mutual fund is a pool of money managed by a professional Fund Manager.
It is a trust that collects money from number of investors who share a common investment objective and invests the same in equities, bonds, money market instruments and/or other securities.
One can invest with the help through a financial intermediary- a Mutual Fund Distributor registered with AMFI.
To invest directly- online through the websites of the respective mutual funds
One can invest in mutual funds by submitting a duly completed application form along with a cheque or bank draft at the branch office or designated Investor Service Centers (ISC) of mutual Funds or Registrar & Transfer Agents of the respective the mutual funds.
Buying a mutual fund is very easy.
1. KYC individual form
2. Application form: You may need to fill in more than 1 application form to get a mutual fund or SIP.
3. You are going for an electronic transfer from your bank account, an ECS form will also need to be filled.
Proof of Identity, Address & Bank Details
