How do I convert my existing portfolio of Mutual Fund units to Mirat.in Mutual Fund portfolio?
A Transfer-in request form is available on the site. However this facility of Transfer-in can be availed only if you’re a sole holder in the physical units else your request will be rejected. This can be accessed through the Place order hyperlink. However to convert your existing portfolio of Mutual Fund units to Mirat.in Mutual Fund portfolio you should hold or should have held units in at least one scheme of the mutual fund subscribed through Mirat.in Fill in the existing folio number alloted for that scheme. Thereafter you need to take a printout of the form filled and forward it to Mirat.in. In case of transfer-in of dividend schemes the dividend re-investment option will by default be taken to be re-investment and will appear as “Y”. In case the dividend re-investment option as per your records is dividend pay-out “N”, to change the dividend re-investment option you can use the modify dividend re-investment hyperlink.
