Downloads
Guides and forms, as and when we have something genuinely worth giving you.
Printable checklists
Each one is a page you can print, or save as a PDF from your browser’s print dialog. No sign-up and no email address needed. Last reviewed .
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Documents to start investing
PAN, KYC documents, bank proof, contact details and nominee details for a first investment, as a tick list.
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NRI KYC documents
PAN, passport, overseas address proof, NRE/NRO bank details, verification and the FATCA/CRS declaration, as a tick list.
Starter guides in Gujarati and Hindi
Six short explainers for families investing for the first time — what a mutual fund is, what a SIP is, how to start, KYC, nomination and how we work — in one printable file each. No form to fill in. The same pages can be read on the site in ગુજરાતી and हिन्दी.
- મ્યુચ્યુઅલ ફંડ, સરળ ગુજરાતીમાં — Gujarati starter guide (PDF), prepared 8 October 2026
- म्यूचुअल फंड, आसान हिन्दी में — Hindi starter guide (PDF), prepared 8 October 2026
After a death: claim checklist
- After a death: claim checklist — what a joint holder, a nominee and legal heirs each need to claim mutual fund units. Reviewed 8 October 2026.
What you will and will not find here
Anything we publish here is informational — an explainer, a checklist, a form. It will never be an incentive. As an AMFI-registered distributor we are not permitted to offer gifts, cashback, vouchers or rebates to attract investment, and we would not want to: a decision made for a voucher is a decision made for the wrong reason.
The official scheme documents you actually need — the SID, SAI and KIM — come from the fund house itself, and we will always point you to those rather than host our own copy.
If there is something specific you need, ask us and we will send it.