steps for emandatecontent.karvyonline.com/contents/content_2018514144627.pdfconfirmation of the set...
TRANSCRIPT
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Steps for eMandate
Go to www.karvyonline.com Invest Now Invest in MF in 5 Minutes
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Login using your Mobile no or Pan Card
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Alternatively, You can also Login using
your trading account credentials
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Enter your Client Code
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Select your secure image,
enter your password and click LOGIN
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Answer your security questions
and click CONTINUE
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You will land on the Dashboard screen.
Click Invest Here to invest in Mutual Funds
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You can either invest in a customized portfolio
or create your own portfolio for investment
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Select Customized Expert Portfolio
to invest in customized portfolio
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Select the fund you wish to invest in and click Invest
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Select Create your Own Portfolio to create
a preferred portfolio for investment
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To create your portfolio, select your scheme
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Select Category - Debt, Equity and Hybrid
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Select AMC
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Select Fund
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Click on Proceed
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For Lump Sum Investment:
Select Lump Sum |Enter the investment amount | Click Proceed
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For SIP Investment:
Select SIP frequency |Select SIP date | Select SIP duration | Click Proceed
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This will bring you to Purchase Confirmation Detail Page
Select eMandate as Payment Mode (for automatic payments every
month) | Check the below two boxes |Click Proceed (This will redirect to
the bank website)
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Following screen will appear
(Asking to complete the eMandate registration process) Click OK
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Go to MY PROFILE to register for eMandate
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Click to update Aadhaar No.
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Your details are successfully updated
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Now click on
eMandate registration
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Check your eMandate debit enrolment details
Select “Bank name” from the drop down menu
Click check box & Click to “Proceed to Sign using Aadhaar ”
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Following Aadhaar verification screen will appear,
To verify your Aadhaar Number: Check the check box & Click Generate OTP
(An OTP will be sent to your Aadhaar linked Mobile number.)
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Enter the OTP and click Submit
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Confirmation of the set instruction with details will appear
Please Note: The standing instruction is subject to bank clearance and the process can take up to 3
working days. Once the process is completed at the bank’s end, an email will be sent to the registered
email address.
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Click CSS to get a call back from our
Customer Support Services (CSS)
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Enter your name and mobile number & Click Submit
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Thank You