How do I purchase mutual fund units on FundsGenie?
1. Lumpsum/One-time Purchases:
Step 2. Select Lumpsum
Step 3. Enter the required Lumpsum Amount
Step 4. Select the Order Type > Proceed
Step 5. Select your Bank Account > Proceed
Step 6. The payment can be made in 4 ways:
The payment process varies based on your order type (Physical / Demat)
Physical- You will be required to authenticate the order placement through the email/SMS sent to your contact details registered with the folio (existing investments)/your account (fresh purchases), and then proceed with the payment.
Demat- You can select the desired option and make the payment.- UPI- Enter the UPI ID of the bank account registered with the concerned folio. A notification will be sent to your UPI app from which you can proceed with the payment.
- NEFT/RTGS- If your bank is not on the list of BSE registered banks, BSE's bank account details for NEFT/RTGS transfers will be displayed. You will have to add this account as a beneficiary (in your net banking account) and make the payment via NEFT/RTGS.
- Payment Gateway (Net Banking)- If your bank is registered with BSE, you will be redirected to your net banking page to make the payment.
- Mutual Fund Order Payment Confirmation Link- An email will be sent from BSE to your registered email ID. There is the provision to pay via UPI/net banking/NACH mandate (if authorised).
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