Equity | Debt
Scheme Objective:
The primary objective of the Scheme is to seek to generate income by investing in a portfolio of fixedincome securities/ debt instruments. The secondary objective of the Scheme is to generate long termcapital appreciation by investing a portion of the Scheme’s assets in equity and equity relatedinstruments.
The Scheme seeks to generate returns and reduce interest rate volatility, through a portfolio of fixed income securities that are maturing on or before the maturity of the Scheme along with capital appreciation through equity exposure.
IDBI Mutual Fund has launched the New Fund Offer (NFO) of IDBI Fixed Maturity Plan - Series III, a close ended debt scheme. The NFO o
Birla Sun Life Mutual Fund has launched the New Fund Offer (NFO) of Birla Sun Life Interval Income Fund - Annual Plan VI, a close end
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This is with reference to your dealings with us as a client and pursuant to SEBI circular bearing reference number MIRSD/SE/Cir-19/2009 dated Dec 3, 2009 read with NSE circular bearing reference number NSE/INSP/2010/91 dated Feb 3, 2010 and BSE circular bearing reference number 20100203-30 dated Feb 3, 2010, whereby SEBI / Exchange(s) has specified norms for regulation of transactions between the Client and the Stock Broker which has the effect of modifying the procedures governing our business dealings as well as Know Your Client (KYC) executed between us.
In order to comply with the requirements of the said circular, you are requested to furnish the following information which shall be the addendum to the existing Account opening Form executed between us:
