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