PPFAS Mutual Fund :: Downloads

Key Forms

Please note: W.E.F. November 1, 2015, it is mandatory for NEW Investors to provide additional KYC, FATCA and Beneficial Ownership (UBO) details. Failing these the applications will be rejected. Click here for the guidelines.

This is an editable pdf Form. Unfortunately, due to certain limitations imposed by Adobe, this data cannot be saved online.

We therefore request you to please fill in the details and then:
  • Either choose the 'Save as pdf' option within the Print menu in your browser and save the static copy on your computer, for future reference.
  • Take a printout of the duly filled Form and hand it over to CAMS or our Corporate Office at 81/82, 8th Floor, Sakhar Bhavan, Ramnath Goenka Marg, 230, Nariman Point in Mumbai.
Please note: Online submissions of this Form either to CAMS or to PPFAS Mutual Fund will not suffice.

Distributors can type their ARN before filling in the other details. Investors opting for the 'Direct Plan', should type the word 'Direct' in the box meant for the Distributor Code.

Please call us on 1800-266-7790 or e-mail mf@ppfas.com with the subject line 'Problem in .pdf file'. We will revert with a solution within one working day.

Download Application Form

Instructions:
Please fill up pages 23-28 of this Form, for your initial investment. Page 29 contains a grid which mentions the relevant documentation to be attached alongwith the Form. In case you desire to undertake an SIP, please fill up page 45-46 too.

In case you are submitting both the applications (Lumpsum + SIP) concurrently, you need not attach two separate cheques, as long as you are using the same bank account for both the transactions.

You may either 'Hand-Deliver' it to your nearest CAMS Investor Service Centre or send it vide courier to:

Aalok Mehta PPFAS Asset Management Private Limited, 81/82, 8th Floor, Sakhar Bhavan, Ramnath Goenka Marg, 230, Nariman Point, Mumbai - 400 021. INDIA.

We have recently commissioned TRACKON EXPRESS COURIER & CARGO to pick up Application Forms of Parag Parikh Long Term Equity Fund from your office / residence in Pune and deliver them to the Pune Investor Service Centre of CAMS. Know more here.

Please do not courier your Application Form to CAMS.
Filling and submitting this 'One Time Mandate' Form will give you the flexibility regarding the amount that you wish to invest in our scheme.

You can authorise the bank to accept any investment instruction upto a pre-decided maximum amount. Investments can currently be undertaken offline or online. We will extend this facility to transactions over SMS or telephone, in the future.

This can be submitted either in addition to the SIP Form or in lieu of one.

Download  OTM FAQs Top-Up Explained
Form for Nomination or Cancellation of Nomination. To be filled in by Individual(s) applying Singly or Jointly.

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Other Forms (In Alphabetical Order)

If you would like to add or delete banks, opt for multiple bank accounts, etc.

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Indemnity Bond with respect to Transfer of the Mutual Fund units held by the deceased holder with production of Legal Representation.

(In case of Transmission of Mutual Fund Units held by a Single Holder/ on death of all unit holders in case of Joint Holding and where there is nominee)

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Indemnity Bond with respect to Transfer of the Mutual Fund units held by the deceased holder without production of Legal Representation.

(In case of Transmission of Mutual Fund Units held by a Single Holder/ on death of all unit holders in case of Joint Holding and where there is no nominee registration)

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(In case of Transmission of Mutual Fund Units held by a Single Holder / on death of all unit holders in case of Joint Holding and where there is no nominee)

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Indemnity Bond with respect to Change of Karta / to Transfer of the Mutual Fund units held by the deceased Karta with production of Death Certificate of Karta.

(To be signed jointly by all the coparceners and the new Karta)

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Filling and submitting this 'One Time Mandate' Form will give you the flexibility regarding the amount that you wish to invest in our scheme.

You can authorise the bank to accept any investment instruction upto a pre-decided maximum amount. Investments can currently be undertaken offline or online. We will extend this facility to transactions over SMS or telephone, in the future.

This can be submitted either in addition to the SIP Form or in lieu of one.

Download  OTM FAQs
Investors must read the Key Information Memorandum and the instructions before completing this Form. The Application Form should be completed in English and in BLOCK LETTERS only.

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Third Party Declaration Form should be completed in English and in BLOCK LETTERS only. Please read the 'Third Party Payment Instructions' contained in the Form, carefully, before filling it.

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Transaction slip is for one transaction only. This form is for use of Existing Investors Only. To be filled in CAPITAL LETTERS.

If you wish to fill out the form electronically, please print a copy once you are done. You cannot save it.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
© 2018 PPFAS Asset Management Private Limited. All rights reserved.
Sponsor: Parag Parikh Financial Advisory Services Private Limited. [CIN: U67190MH1992PTC068970], Trustee: PPFAS Trustee Company Private Limited. [CIN: U65100MH2011PTC221203], Investment Manager (AMC): PPFAS Asset Management Private Limited. [CIN: U65100MH2011PTC220623]