Frequently Asked
Questions

For commission structure details, please contact Mr. Nilesh Gawle - AVP Channel Sales - Email - [email protected] | Mobile - 9324445938

Any of the following entities can become a Partner of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and can register themselves as Partner with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.

Even an SEBI Registered Investment Advisor (RIA) can become a Partner with Quantum Mutual Fund.

The Partner/RIA can associate with us either through offline or online mode.
Online:
1. Click on the tab "Partner Corner” > Get Empanelled.

2. Partner to enter either broker code / RIA code (for e.g. If the ARN code is 12345, the partner needs to enter “12345”) and accept the terms and conditions.

3. If Partner has not done the registration with Quantum MF – System will take to the next screen of OTP Verification.
On the OTP Verification Screen – There are 3 scenarios based on the availability of contact details –
Scenario 1 -
Partner/RIA is already registered with any Kfintech Serviced Fund House. Also the e-mail ID and mobile number are available in Kfintech records
• System will populate the contact details (masked). Also the partner will get an option to add alternate email ID and mobile number. And the OTP will be sent to the registered details as well as on the alternate contact details.
• Post successful OTP validation using the already available contact details, the System will allow the Partner/RIA to go to the ‘Partner Details’ screen, pre-populate all the available details and submit the request.
Scenario 2 -
Partner / RIA is already registered with any Kfintech Serviced Fund House. However, the e-mail ID and / or mobile number is not available or old contact details registered in Kfintech records are not updated:
• The System will allow the Partner to enter his / her contact details (e-mail ID & mobile number) an OTP will be sent to the registered details.
• Post successful OTP validation, the system will allow the Partner to go to the 'Partner Details' screen.
• On this screen, name, e-mail ID and mobile number would be pre-populated and other details will have to be entered by the Partner/RIA to submit the request.
Scenario 3 -
Partner / RIA is not registered with any Kfintech Serviced Fund House.
• The System will allow the Partner to enter his / her contact details (e-mail ID & mobile number) and OTP will be sent to the registered details.
• Post successful OTP validation, the system will allow him / her to go to the 'Partner Details' screen.
• On this screen, name, e-mail ID and mobile number would be pre-populated and other details will have to be entered by the Partner to submit the request.

4. Validate your contact details through OTP Verification Screen

5. Submit the Partner Details asked for on the screen.

Offline:
Partner Registration Form along with the supporting documents as prescribed in the form.

Online:
After submitting the Online Partner Registration application, it will take 3 business days for the verification process. Click Here to be a Quantum Partner.
Offline:
Approximately it will take 10 working days for Partner registration with Quantum Mutual Fund.

1. Dedicated Relationship Manager.
2. E-Kyc for your investors.
3. Investor Awareness Programs for your investors.
4. Regular market & investment updates.

Yes, Investors can switch from Direct Plans to Regular Plans without attracting any Exit Load. However, any tax implications, if applicable as a result of the switch will have to be borne by the investor. In case of eventual redemption, the applicable date for calculation of exit load will remain the date of initial purchase, not the date of switch.

To know more about the switch process please refer - What is switch? Explain procedure of switch.

Please refer the below GST details of Quantum Asset Management Company Private Limited.

A transaction which requires minimal investment details and can be completed in a short span of time is known as a Quick Purchase Transaction.

The below is the procedure to initiate a quick new purchase on behalf of the investor.

1. Login with your ARN/RIA/RM under the Partner Login Module
2. Click on Transactions > Quick New Purchase
3. Enter the investor details as below:
   a. PAN (The investor’s name will be retrieved from the IT site automatically after entering the PAN)
   b. Aadhaar Number (Optional)
   c. Email id
   d. Mobile number
   e. Annual Income
   f. Occupation Type
   g. Scheme details
   h. Amount of Investment
4. Click on ‘Submit’
5. A link will be sent to the investor’s email id. The distributor will also be copied in this mail for reference purpose. (This link will be valid for 7 calendar days)
6. Investor has to click on the link to enter the bank details and click ‘send otp’
7. OTP will be sent to his registered email id & mobile number. Investor to confirm the transaction by entering the OTP received
8. Make the payment for the said transaction
9. Investor will receive an email and SMS acknowledgement as a confirmation for completing the transaction.

Note:

Investors can later submit online/offline/email request for any changes in the above details.

The procedure to initiate a transaction by Partner/RIA on behalf of the investor is:

Visit www.QuantumAMC.com > Partner Corner

• Select Partner Login option

• Login with your ARN / RIA code / Mobile number & OTP

• Click on "Initiate Transaction" tab

• Select the Folio number or enter the Folio number under which transaction needs to be initiated

• Enter all the required details and click on ‘Submit’ option. The link to confirm the transaction will be sent to the investor’s registered email id with a copy to the Partner’s/RIA’s Email ID through whom the transaction has been initiated.

• The investor has to click on the link and have to confirm the transaction and make the payment

• Investor will receive an email acknowledgement as a confirmation for completing the transaction.

Investors subscribing under Direct Plan of a Scheme will have to indicate “Direct Plan” against the Scheme name in the application form e.g. “Quantum Long Term Equity Value Fund – Direct Plan” and under Regular Plan “Quantum Long Term Equity Value Fund – Regular Plan”.

Investor should indicate the Direct / Regular Plan for which the subscription is made by indicating the choice in the application form as explained above. In case of valid application received without indicating any choice of plan then the application will be processed for plan as under:

In cases of wrong/ invalid/ incomplete ARN codes mentioned on the application form, the application shall be processed under Regular Plan. The AMC shall contact and obtain the correct ARN code within 30 calendar days of the receipt of the application form from the investor/ partner. In case, the correct code is not received within 30 calendar days, the AMC shall reprocess the transaction under Direct Plan from the date of application.

In our never ending endeavor to empower our Partners, we at Quantum have launched this new Partner Platform that aims to help our Partners earn Trust, Faith and Respect amongst the millions of investors.

The first step is to register with us. Post registration Partners can avail of all the benefits the platform offers.

ARN EMBEDDED URL - which allows valued Partners to forward and garner transactions.

QUICK NEW PURCHASE - is a quick investment process with bare limited fields that are required for initiating the transaction. A unique facility wherein the Partner can initiate an online new purchase transaction, fill the form on behalf of the investor through the Partner Login module, while the investor has to just enter the bank account and effect the payment.

PARTNER INITIATED TRANSACTION - Partners can initiate transactions on behalf of the investor, and requires the investor to “accept” at the end.

ONLINE KYC to help Partners acquire investors across the globe while operating out of their offices.

PATH TO PARTNERSHIP - An exclusive Awareness & Education initiative for Partners to provide them with a broad perspective on the Mutual Fund industry and tips to upscale their advisory growth journey.

SAVE GREEN, GO PAPERLESS - We support SEBI’s ‘Go Green initiative in Mutual Funds’ and the ‘Digital India’ project by the Government of India. Hence, we urge all our Partners to support us in this endeavor to create a paper free work environment and help speedup efficiency and automate business processes.

Procedure for SIP Modification in Partner Login :

1. Visit www.QuantumAMC.com > Partner Corner > Partner Login
2. Login with OTP
3. Select ‘SIP Modification’ under the ‘Transaction’ menu
4. Select/Enter the folio and click on ‘Submit’
5. The details of the existing SIPs will display. Click on ‘Modify’ for the SIP to be modified
6. Enter the required details and click on ‘Submit’
7. Confirm the SIP modification by clicking on ‘OK’ option
8. An email with the link to complete the SIP modification will be triggered to the investor’s registered email Id
9. After clicking on the link, the investor has to click on ‘Send OTP’. An OTP will be sent to investor’s registered email id & mobile number. Investor to confirm the transaction by entering the OTP received and has to click on ‘Submit’
10. An on-screen message will be displayed. Also an email and SMS acknowledgement will be triggered to the investor’s registered email id and mobile number respectively
11. The modification of SIP instructions will take a minimum of 15 days for registration.

1. The existing SIP will be cancelled within 15 days and till the cancellation is effected in the system, the earlier SIP installment may be debited from the investor’s bank account. Modification in SIP will be effected as per the Start date as approved by the investor.
2. If the modification is done in the SIP amount, the investor has to change the amount in the ‘Bill Pay’ section also of the Net Banking Portal, provided he have set any limit for the SIP amount while registering the URN.
3. SIP registered by investor through online mode only can be modified through this module.

Procedure for SIP Registration in Partner Login :

1. Visit www.QuantumAMC.com > Partner Corner > Partner Login

2. Login with OTP

3. Select ‘SIP’ under the ‘Transaction’ menu

4. Select/Enter the folio and click on ‘Submit’

5. Click on ‘Add New SIP’

6. Enter the required details and click on ‘Submit’

7. Confirm the details of SIP by clicking on ‘Confirm’ option

8. An email with the link to complete the SIP registration will be triggered to the investor’s registered email Id

9. Investor has to click on the link and have to enter the bank details

10. Click on ‘Send OTP’. OTP will be sent to investor’s registered email id & mobile number. Investor to confirm the transaction by entering the OTP received

11. An on-screen message will be displayed. Also an email and SMS acknowledgement will be triggered to the investor’s registered email id and mobile number respectively

12. Investor has to register the URN within expiry date (within 7 days from registration date)

13. SIP will be registered within 15 days (subject to successful registration confirmation received from the Bank).

Note:

All the other features of the Partner Login Module will remain the same as earlier.

You may write to us at [email protected] incase of any feedback /clarifications required.