If I get a demat account, how can I shift my earlier mutual fund investments to the demat account? Do I need to work with individual mutual funds? Or can I share the details with the DMAT agency and move them?
- Manojkumar T
Ask your demat provider for a dematerialisation request form (DRF) to convert mutual funds held in physical form to demat form. Fill and sign the form and attach the account statement of your mutual funds as a proof and submit it to the depository participant.
This article was originally published on November 19, 2015.