Hello sir I have one sip of mutual fund units in folio number in Paytm money (not in demat for its folio number from last 2 years sip started) i also registered for easiest cdsl facility but at the time bulk setup i don’t see my mutual fund unit to transfer (there is no ISIN found) how do I transfer my mutual fund unit from paytm money to coin please guide me
Thank you @nithin @ShubhS9 @Bhuvan
Mutual fund units in demat mode can be transferred to your demat account in Zerodha via CDSL easiest or by providing DIS, basically, you can initiate the off-market transfer.
But if the units are in folio mode, then you would have to dematerialize your mutual fund investments.
You can check the procedure from this support article.
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Thank you sir for your response I have one another question I have to send these to documents to zerodha or Paytm money because my MF units held in Paytm money. Thank you