Your First Purchase

My Identity
Personal Details
Investment Details
Confirmation

My Identity

Residential Category
PAN
Email ID

Transaction details and OTP will be sent to this Email ID
Mobile Number

Transaction details and OTP will be send to this mobile number.
Date of Birth
Aadhaar Number

Entering a valid Aadhaar number will make data entry simpler.
PAN belongs to
GuardianMinor

As Investor age is below 18 Year hence minor. Please specify PAN belong to Guardian or Minor.
KYC is mandatory for purchase. However we regret that your PAN is not KYC compliant. We request you to initiate & complete your KYC process by clicking here.
I hereby confirm I am not a U.S. person or any Restricted person Read Declaration
I / we confirm that the email ID and mobile number entered as the Primary holder belong to Self Member of family.
I give my consent to use my Aadhaar detail for mentioned here process

Personal Information

Full Name of Investor
Mode Of Holding
Occupation
Annual Income
Upload Proof of DOB

No File Uploaded

Upload
Upload Instructions
Please upload .jpg, .gif, .png and .tiff format image only
Image size should not exceed 5MB

Please upload a copy of any one of the following document as DOB proof:

1. Birth certificate OR

2. School leaving certificate / Mark sheet issued by Higher Secondary Board of respective states, ICSE, CBSE etc OR

3. Passport of the minor
Upload Bank A/C Detail

No File Uploaded

Upload

Instructions to upload documents:

You can upload a copy of personlised Cheque/Passbook/Latest Bank Statement/Bank Certificate
Please upload .jpg, .gif, .png and .tiff format image only
Image size should not exceed 5MB
Please note that the address you submitted at the time of your KYC will be integrated in our system.

Note: Payment towards investments shall be accepted from the bank where primary unit holder is one of the bank account holders. If identified that the payment is received from a third party’s bank, the transaction is liable to be rejected.

Note: As per SEBI Circular dated 24th December 2019, payment for investment in the name of minor shall be accepted from the bank account of the minor or from a joint account of the minor with the guardian only.

Overseas Address Details I am a Sea-Farer

Address1
Address 2
Address 3
City
State
Zip Code
Country

Upload CDC (Continuous Discharge Certificate)

No File Uploaded

Upload

Instructions to upload documents:

Please upload .jpg, .gif, .png and .tiff format image only
Image size should not exceed 5MB

Regulatory Details (FATCA)

Country of Birth
Country of Citizenship/Nationality
Tax Resident of any country other than India.
YesNo
Read FATCA Terms & Conditions.
Tax Resident Country
Tax Reference Number

I hereby confirm that neither I nor my relatives are politically exposed persons.
Politically Exposed
YesNo
Politically Exposed Relatives
YesNo

Joint Holder(s) Detail

Add Joint Holder Detail

Joint Holder 1

PAN
Name
Email ID
Mobile Number
Date of Birth
Aadhaar No.
I give my consent to use my Aadhaar detail for mentioned here process

Regulatroy Details (FATCA)

Country of Birth
Country of Citizenship/Nationality
Tax Resident of any country other than India.
YesNo
Read FATCA Terms & Conditions.
Tax Resident Country
Tax Reference Number

I hereby confirm that neither I nor my relatives are politically exposed persons.
Politically Exposed
YesNo
Politically Exposed Relatives
YesNo

Guardian Details

Pan of Guardian
Name of Guardian
Date of Birth
Aadhaar No.
Relation
Annual Income
Upload Proof of Relationship

No File Uploaded

Upload
Upload Instructions
Please upload .jpg, .gif, .png and .tiff format image only
Image size should not exceed 5MB

Please upload a copy of any one of the following document as relationship proof:

1. Birth certificate OR

2. School leaving certificate / Mark sheet issued by Higher Secondary Board of respective states, ICSE, CBSE etc OR

3. Passport of the minor

4. In case of court appointed legal guardian, a valid legal document is required.
I give my consent to use my Aadhaar detail for mentioned here process
Your KYC is not valid. You can continue by providing valid Aadhaar Number. For Aadhaar based KYC we we will briefly take you to third party site briefly to complte you KYC.

If you don't have Aadhaar Number, you may choose to complete your KYC process by clicking here.

Regulatroy (FATCA) Details

Country of Birth
Country of Citizenship/Nationality
Tax Resident of any country other than India.
YesNo
Read FATCA Terms & Conditions.
Tax Resident Country
Tax Reference Number

I hereby confirm that neither I nor my relatives are politically exposed persons.
Politically Exposed
YesNo
Politically Exposed Relatives
YesNo

Nominee Detail

Add Nominee

I do not wish to nominate anyone.

Nominee 1

Name
Date of Birth
Relation
Allocation (in %)
Guardian's PAN

As nominee is minor, please provide the guardian's PAN
Guardian's Name
Address

Plan Type

Name of the Scheme	This product is suitable for investors who are seeking*	Riskometer

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Name of the Scheme

This product is suitable for investors who are seeking*

Riskometer

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Scheme Category
Select Scheme

Units will be allotted before the fund reopens for subscriptions

Investment Type
Lump sum Lump sum with SIP Only SIP
Lumpsum Purchase Amount

SIP Detail

SIP Amount
SIP Frequency
SIP Start Date
No of Installments
SIP End Date

Perpetual SIP

Total Schemes

Total Investment
Holding Type
Non DematDemat
For purchases in DEMAT mode, units will directly reflect in the DEMAT A/C statement held with your respective Depository Participants (DP).
No separate Physical/Email Statement of Account will be issued. For redemption of units, you will have to contact your Depository Participant only.
Depository Participant
CDSLNSDL
DP ID
IN
Client Id

SMILE Facility
YesNo
Click here to know more about the SMILE facility

Contribution Percentage
10%

NGO Name 1
% of Contribution

NGO Name 2
% of Contribution

Physical Copy of Annual Report
Opt In to receive the physical copy of Annual Report Opt Out to receive the physical copy of Annual Report

Broker Detail

Broker-ARN Code
ARN-
Sub Broker Code
EUIN Code
E

I/We hereby confirm that the EUIN box has been intentionally left blank by me/us as this transaction is executed without any interaction or advice by the employee/relationship manager/sales person of the above distributor/sub broker or notwithstanding the advice of in-appropriateness, if any, provided by the employee/relationship manager/sales person of the distributor/sub broker.

Registered Investment Advisor Code
INA-
Relationship Manager Code
Relationship Manager Name
Relationship Manager Contact

Mode of Payment
RTGS/NEFT Bank RefNo
NEFT/RTGS Bank Detail
RTGS/NEFT Date
I / we confirm that the payment towards investment is made from Debit Card linked with my Bank Account. If it is found that payment is not done from the Debit Card linked with my Bank Account or from the Bank Account wherein I am not the one of the joint holder then Quantum AMC shall reject such investment transaction.

Bank Details

Bank Name
IFSC Code
Account Number
Account Type

MICR Code
Branch Name
Branch Address
Branch City
Branch Pin Code

Note: Payment towards investments shall be accepted from the bank where primary unit holder is one of the bank account holders. If identified that the payment is received from a third party’s bank, the transaction is liable to be rejected.

Note: As per SEBI Circular dated 24th December 2019, payment for investment in the name of minor shall be accepted from the bank account of the minor or from a joint account of the minor with the guardian only.

My Identity

Full Name of Investor
PAN
Email ID
Mobile Number
Date of Birth
Aadhaar Number

Personal Information

Residential Category
Mode Of Holding
Occupation
Annual Income

Country of Birth
Country of Citizenship/Nationality
Tax Resident of any country other than India
Tax Resident Country
Tax Reference Number
Politically Exposed
Politically Exposed Relatives

Overseas Address Details

Address 1
Address 2
Address 3
City
State
Country
Zip Code

Is Sea-Farer

Guardian Details

Name
PAN
Date of Birth
Aadhaar No.
Relation
Annual Income
Country of Birth
Country of Citizenship/Nationality
Tax Resident of any country other than India
Tax Resident Country
Tax Reference Number
Politically Exposed
Politically Exposed Relatives

Joint Holder Details

Joint Holder 1

Name
PAN
Email ID
Mobile Number
Date of Birth
Country of Birth
Country of Citizenship/Nationality
Tax Resident of any country other than India
Tax Resident Country
Tax Reference Number
Politically Exposed
Politically Exposed Relatives

Nominee Details

Nominee 1

Name
Date of Birth
Relation
Allocation (in %)
Guardian's Name
Guardian's PAN
Address

Investment Details

Scheme
Investment Type
Lumpsum Purchase Amount
SIP Amount
SIP Frequency
SIP Start Date
SIP End Date

SMILE Facility

No
SMILE Contribution
NGO 1
NGO 2
Holding Type
Depository Participant
DP ID
Client ID

Physical Copy of Annual Report

Broker-ARN Code
Sub Broker Code
EUIN Code

Registered Investment Advisor Code
Relationship Manager Code
Relationship Manager Name
Relationship Manager Contact

Bank Details

Mode of Payment
RTGS/NEFT Bank RefNo
RTGS/NEFT Date
IFSC Code
MICR Code
Account Number
Bank Name
Branch Name
Branch Address
Branch City
Branch Pin Code

Enter OTP
Resend OTP

OTP has been sent to your Email ID and Mobile.
I agree to the Terms and Conditions mentioned here.Click here to read Terms & Conditions

Note: I / We also confirm that I am / We are account holder(s) in the bank account through which this transaction is being conducted. Please note that as per regulations the AMC is required to conduct due diligence to identify the source of the transaction and may also call for supporting documents wherever required. If the transaction is identified to be a third party transaction then the same is liable to be rejected.

Note: I / We also confirm that minor (unit holder) is the account holder in the bank account through which this transaction is being conducted. Please note that as per regulations the AMC is required to conduct due diligence to identify the source of the transaction and may also call for supporting documents wherever required. If the transaction is identified to be a third party transaction then the same is liable to be rejected.

I / we holder of Aadhaar Number as provided in the application form hereby give my / our consent to obtain my Aadhaar Number, Name and Fingerprint / Iris for authentication with UIDAI. Quantum Asset Management Company Private Limited has informed to me / us that my / our identity information would only be used for doing KYC and authentication of transactions through electronic mode in Quantum Mutual Fund and also informed that my / our biometrics will not be stored / shared and will be submitted to CIDR only for the purpose of authentication.

I/We hereby declare that I/We have understood the nature of questions in the Form and the importance of disclosing all the material information required. I/We declare that the information is to the best of my/our knowledge and belief, accurate and complete. I/ We agree to notify Quantum Mutual Fund/ Quantum Asset Management Company Private Limited immediately in the event the information in the confirmation changes. I / We hereby authorize you to disclose, share, remit in any form, mode or manner, all / any of the information provided by me / us, including all changes, update to such information as and when provided by me / us to Quantum Mutual Fund / Quantum Asset Management Company Private Limited to any Indian or foreign governmental or statutory or judicial authorities / agencies, the tax / revenue authority and other investigation agencies without obligation on advising me / us of the same.

The bank selected by you is currently not activated for online SIP facility. Request you to select any other bank to continue with your Lump sum with SIP or you can continue with ‘Lump Sum’ option. Please read our FAQ on Financial Transactions to know more about our online SIP.

Please note that the purchase scheme selected by you is Quantum Tax- Saving fund which will have a lock-In period of 3 years. Do you wish to continue?

Investors are requested to enter the bank details of any account other than Yes Bank at the time of purchase.

Please note that Debit cards will be discontinued from 31st July 2020 as a mode of payment. We encourage you to use NetBanking or any other mode of payment.

You have selected {##dc-type##} as the payment mode for this transaction.

Post payment for this transaction, please send your updated Bank Account statement to CustomerCare@QuantumAMC.com, else your transaction may be rejected. Please note that your Bank Account statement must reflect this {##dc-type##} transaction.