Get Systematic Investment Plan (sip) Application Form - Mahindra Finance

Filling out the Systematic Investment Plan (SIP) Application Form for Mahindra Finance online can streamline your investment process. This guide provides step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to fill out the SIP application form correctly.

1. Press the ‘Get Form’ button to access the SIP Application Form and open it in your preferred editor.
2. Begin by filling in your personal details in the 'About You' section. This includes your name, date of birth, and contact information. Ensure that all required fields such as the first applicant's name and contact details are accurately completed.
3. If you are a current unitholder, indicate your existing folio number in the designated space. If this is your first investment, leave this section blank.
4. Fill in the 'Bank Account Details of First Applicant' section with the name of your bank, account number, and account type.
5. In the 'Mandatory Details' section, provide your Permanent Account Number (PAN). Double-check that it matches your documentation to avoid application rejection.
6. Choose your investment options in the 'Investment Details' section. This involves selecting the scheme name, options for cumulative or dividend payout, and the investment amount.
7. For the payment method, indicate whether you will be using a cheque, auto debit through ECS, or a standing instruction for future payments.
8. If you wish to nominate someone, fill out the 'Nomination Details' section with the nominee’s information.
9. Review all filled information for accuracy and completeness before finalizing your application.
10. Once you have reviewed your application, save the document. You may choose to download, print, or share the completed form as needed.

Start your investment journey by completing the SIP application form online today!