Transaction Through Email (Without Attachment) -
Transaction Through Email (With Attachment) –
• | Additional Purchase (Subscription) |
• | Redemption |
• | Switch in / Switch-out |
• | Systematic Transfer Plan (STP) & Systematic Withdrawal Plan (SWP) Registration |
• | Systematic Transfer Plan (STP) & Systematic Withdrawal Plan (SWP) Cancellation |
• | Trigger Request |
• | SIP / ISIP cancellation. |
(For ISIP cancellation Investors are requested to simultaneously cancel Quantum as the biller in the Banks bill pay option ) |
• | Change or Updation of Email id (Verification call* ) |
• | Change or Updation of Mobile/Contact no (Verification call* ) |
• | Updation of IFSC / MICR No / Bank Address |
• | Change of mode of Payment: Direct payment (NEFT/RTGS)/Cheque |
• | Updation of KYC after receiving KYC acknowledgement |
• | Change in broker code / EUIN |
• | Updation of PAN no (Verification call* ) |
• | Change / Updation for Date of Birth |
• | Updation of DOB proof / relationship proof for minor investors |
• | Correction in name. If the same is matching with the PAN /KYC for KYC verified investors and PAN card copy to be received through email as an attachment |
You need to register your bank through the One Time Mandate form for transfer of funds to the AMC’s account against your purchase transaction. Please Click Here to know more on One Time Mandate Facility.
You can also transfer funds to AMC’s bank account before sending SMS for the Financial Transaction Request through NEFT / RTGS facility.
Please Click Here and refer the question “Which are the Quantum collection bank account details to initiate an NEFT/RTGS transfer?” for our collection bank account details
NAV Applicability
If the valid application received up to 3.00 p.m. on a Business Day at the official point (s) of acceptance and funds for the entire amount of subscription/ purchase (including switch-in) as per the application are credited to the bank account of the respective Scheme and are available for utilization before the cut-off time (3.00 p.m.)- the closing NAV of the day shall be applicable. If the valid application received after 3.00 p.m. on a Business Day at the official point (s) of acceptance and funds for the entire amount of subscription / purchase (including switch-in) as per the application are credited to the bank account of the respective Scheme on same day or before the cut - off time of the subsequent Business Day i.e. funds are available for utilization before the cut-off time of subsequent Business Day- the closing NAV of the subsequent Business Day shall be applicable;
Irrespective of the time of receipt of application at the official point(s) of acceptance, where the funds for the entire amount of subscription / purchase (including switch-in) as per the application are credited to the bank account of the respective Schemes on or before the cut - off time of the subsequent Business Day i.e. funds are available for utilization before the cut-off time of subsequent Business Day - the closing NAV of such subsequent Business Day shall be applicable;
For Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), Dividend Transfer Facility:
The units will be allotted based on which the funds are available for utilization by the respective schemes / target schemes irrespective of the installment date of the SIP, STP or record date of dividend declarations. It may also be noted that allotment of units in the normal course will be based on realization of amount of subscription or the date of receipt of application or the date of instalment (in case of SIP) whichever is later if both realization and application dates are different.
Further, if the time of realization of funds can’t be ascertained then the allotment of units will be as per the day and date of realization of amount of subscription.
• | Folio Number |
• | Scheme Name |
• | Transaction Type (Purchase, Redemption, Switch, etc.) |
• | Amount or units |
• | Mode of payment |
• | Funds Transfer Reference Number |
• | The email is sent from the registered email id. |
• | The email transaction is authenticated by the investor through a call made to their registered contact number. |
Non individual Investors such as a company, HUF, trust etc. are not allowed to transact via Email. |
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