+ Follow us On Google

Mutual funds have long been regarded as one of the most effective tools for wealth creation. Unlike traditional assets such as property or gold, mutual funds offer flexibility, liquidity and the potential for long-term growth. However, transferring mutual funds, whether to another person, a demat account or between schemes, is not as straightforward as transferring physical assets.

There are specific rules, regulatory guidelines and procedures that govern how and when such transfers can take place. Whether you are reorganising your investment portfolio, planning your estate or simply looking to manage your holdings more efficiently, understanding the process of mutual fund transfer is essential. Let’s take a detailed look at how it works.

Can You Transfer Mutual

See Full Page