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  • 111209070-consolidation Of Folios-form.cdr - Idfc Mutual Fund

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REQUEST FOR CONSOLIDATION OF FOLIOS To, IDFC Mutual Fund I/ We request you to consolidate all my/ our investments in the below mentioned folio nos. to the mentioned Target Folio No. Source Folio No(s):.

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This can be done online through the fund house or IFA platform. Alternatively, the investor can fill up the redemption form, sign, and submit the same to the fund house/RTA. Investments in the same fund house over different folios can be consolidated under one folio through folio consolidation process.

You can get your IDFC Mutual Fund account statement online or by calling on their toll-free number 1-800-2666688. You can generate your account statement online by visiting their website.

You only need one folio number across all the schemes of one AMC. For example, if you have a mutual fund number allotted to you by HDFC Mutual Fund, then you can use this folio across all your HDFC MF investments be it in debt or equity. You need to remember that the folio number will be different for different AMCs.

Consolidation is the merger of two or more folios into one single folio. Consolidating folios into one would give you the benefit of having to track and transact in one folio and allow you a single view of your investments in the Fund – all investments in a Fund would reflect in a single statement.

How do I get my CAS? Typically, the two depositories, National Securities Depository Limited (NSDL) and Central Depository Services (India) Limited (CDSL) issue CAS. If you have a demat account and transact, then NSDL or CDSL will send you your CAS for that month.

Incase you wish to delete an investor with active folios, you must either delete all the folios under the investor or remap all the folios under this investor to a different investor. To delete an Investor with no folios / transactions, simply click the button under the invetor you wish to delete.

0:38 1:28 How do you withdraw money from IDFC Mutual Fund - YouTube YouTube Start of suggested clip End of suggested clip It was my fault. It's okay it happens. Sometimes. Mutual fund investments are subject to marketMoreIt was my fault. It's okay it happens. Sometimes. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232