tbng online process
DESCRIPTION
TRANSCRIPT
CLICK ON “LOGIN” TAB
1ST STEP TO ONLINE INVESTMENT
FILL UP THE DETAILS AND CLICK LOGIN
CLICK ON “BUY/SALE ONLINE” LINK
SELECT THE USER UNDER WHICH YOU WISH TO BUY FUNDS
HERE YOU WILL BE ASKED SOME OF YOUR PERSONAL DETAIL TO AUTHENTICATE LOGIN
DETAILS MAY BE : 1.) EMAIL ID 2.) MOBILE NO. 3.) PIN CODE(RESIDENCE)4.) PAN CARD NO.
ONCE YOU SUCCESSFULLY LOGIN YOU CAN VIEW YOUR ACCOUNT STATEMENT WITH ALL SCHEMES YOU ARE HOLDING AT THAT POINT IN
TIME
ONCE YOU CLICK PURCHASE YOU CAN OBSERVE THIS SCREEN. FILTER YOUR SEARCH AS PER YOUR REQUIREMENT
HERE BY CLICKING WE CAN VIEW SCHEME DETAILS AND THEN GO FOR INVESTMENT
ONE IF IS AWARE OF SCHEME DETAILS THEN CAN DIRECTLY GO TO BUY THE SAME
ONCE YOU CLICK ON SCHEME NAME YOU CAN VIEW ITS DETAILS.
YOU CAN FIND RELEVANT OPTIONS AT THE BOTTOM
ONCE YOU GO TO BUY PARTICULAR SCHEME YOU HAVE TO “ENTER AMOUNT” OF INVESTMENT AND AUTHENTICATE TRANSACTION BY DULY
FILLING “SECURITY CODE”
YOU NOW WILL HAVE TO CHECK THE BOX AGREEING TERMS & CONDITIONS
NOW YOU WILL BE DROPPED ON THE LOGIN PAGE OF YOUR NET BANKING ACCOUNT
YOU CAN EASILY SELL SCHEMES WHICH APPEARS IN YOUR ACCOUNT
ONE CAN ALSO GO FOR SYSTEMATIC TRANSFER PLAN
ONE CAN ALSO GO FOR SYSTEMATIC WITHDRAWAL PLAN
ONE CAN ALSO SWITCH SCHEMES FROM THE SAME AMC
YOU CAN ALSO START FRESH SIP (SYSTEMATIC INVESTMENT PLAN) ONCE YOUR SIP MANDATE FORM GETS CLEARANCE FROM YOUR BANK
SIP ACTIVATION PROCEDURE
We advise to enter a long future date to avoid paper work again
If you wish to start SIP in future again of new amount then put “NA”
Kindly fill up the SIP mandate form. Dispatch the same to TBNG Financial Consultants along with other documents. Once we forward it ahead it will take twenty two working days to get clearance from your bank for regular ECS
SIP ACTIVATION PROCEDURE
CLIENT CAN VIEW THE ACKNOWLEDGEMENT STATUS
ONCE MANDATE GET ITS CLEARANCE ONE CAN START AND CANCEL SIP AS AND WHEN REQUIRED
THANK YOU